Zapier · Automatically Log Completed Activities on Leads

Help Center

If you can't find the answer to your question here, please ask your question to our support team at support@youdontneedacrm.com

How to Log Sales Activities Completed in Other Apps on your no CRM Leads

Automatically log activities on your leads once they have been completed in another app.

This guide illustrates how you can add an activity to your lead once you've sent a Quickbooks invoice.


All you need to set it up are QuickBooks, no CRM.io, and Zapier accounts.


If you don’t have an account with no CRM.io, click here to start a FREE trial.
If you don't have an account with QuickBooks, click here to start a FREE trial.
If you don't have an account with Zapier, click here to sign up for a FREE trial.


Get Started

  • Set up your TRIGGER
  • Set up your ACTION
  • Set up your SECOND ACTION
  • Connect your TRIGGER App Account and Set Up the Trigger

    Sign into your Zapier account and click on the MAKE A ZAP! button at the very top where you will be directed to a new page:

    1. Choose the Trigger App: QuickBooks
    2. Choose the Trigger: New Invoice
    3. Connect Zapier to your Quickbooks account by authorizing Intuit to securely share your data with Zapier
    4. Test this step by creating a new invoice in Quickbooks Online from your no CRM.io account


    Connect your ACTION App Account and Set Up the Action

    1. Choose an Action App: no CRM.io
    2. Choose an Action: Log an Activity
    3. Connect Zapier to your no CRM.io account if you haven’t already by

  • Entering your slug/account name (https://ACCOUNT.nocrm.io)
  • Entering your API Key (Go to your no CRM.io account Admin Panel, select Webhooks and API, API Keys then click on the Create an API Key button and name it.)
  • 4. Begin to set up your template by clicking on Add a Search Step to set up the search for no CRM.io lead! Based on the invoice Zapier retrieved from Quickbooks in the previous step, select the email address of the lead.

    5. Test the step and click on the "Add a step" button


    Connect your ACTION App Account and Set Up the Second Action

    1. Choose an Action App: no CRM.io
    2. Choose an Action: Log an Activity
    3. Connect Zapier to your no CRM.io account which you've already done in the second step
    4. Edit Template to set up your Activity

    Based on the list of activities and outcomes you've created in your no CRM.io account, select the activity/outcome desired. In this case, we've created a new activity named "Quickbooks Invoice Sent"

    5. Test the step and the Action set up is finished!