Integrations · ActiveDEMAND

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ActiveDEMAND (AD) is an integrated marketing automation platform that enables SMEs to supercharge marketing efforts via streamlined campaign management and reporting.

⚠️ This integration is only available on the Expert edition.

noCRM and ActiveDEMAND integration give users access to

  • Automatic lead progressions
  • Automatic lead insertion
  • Lead insertions
  • Click-to-call
  • Deal closed won posting to ActiveDEMAND
  • Scheduled lead sync
  • Lead scoring, and more

  • ⚠️
    If you don't already have a no CRM.io account, start your free trial today.

    If you don't have an ActiveDEMAND account yet, sign up for a free trial here.


    About the Integration

    Using ActiveDEMAND's marketing automation, you can determine which prospect activities are ready for no CRM.io and which are not so that not all data from ActiveDEMAND goes into no CRM.io.


    ActiveDEMAND only sends data to no CRM.io when a lead executes an action that ActiveDEMAND is tracking. For instance, a lead fills out a web form which will create a new lead in no CRM.



    Data flowing from ActiveDEMAND to no CRM.io, is controlled in the Lead Processing workflows (Automation->Lead Processing).


    Data flowing from no CRM.io to ActiveDEMAND is managed automatically using the Import Scheduler (Contacts->CRM Contact Updates).


    The CRM Contact Update system sets up the connection between no CRM to ActiveDEMAND allowing real-time updates from no CRM to AD whenever a lead is updated.

    Get Started

  • Install Prospect Insights Chrome Extension
  • Set Up no CRM.io and ActiveDEMAND Integration
  • View Lead Insights
  • Process Leads
  • Import and Update Leads
  • Use Click-to-Call
  • Install Prospect Insights Chrome Extension

    To get the most out of the integration, get started by installing the ActiveDEMAND Prospect Insights Chrome extension. This adds outbound call tracking, lead insights and account overlays from ActiveDEMAND into no CRM.io. Install Prospect Insights Now.


    Set Up no CRM.io and ActiveDEMAND Integration

    The following steps should be done for each no CRM user in your account:

    Step 1:

    In your no CRM.io account, go to the Admin panel > Webhooks and API > API Keys Tab. Create a new API key and Copy it.

    Step 2:

    In your ActiveDEMAND account, go into Administration->Account Settings->Integrations->Third Party Applications. Click 'Add Application' and select "noCRM".

    Fill in your account SLUG (e.g: https://SLUG.nocrm.io) and the copied API key.

    Step 3:

    Whenever a contact is pushed to no CRM.io from ActiveDEMAND, the standard and custom fields in ActiveDEMAND can be mapped to the default fields in no CRM.

    To set the mapping rules, go into your ActiveDEMAND Account Settings (Administration->Account Settings), scroll down to the Integrations Tab and click on the "Edit Mappings" button found next to "noCRM Field Mappings".


    View Lead Insights

    Once the Prospect Insights Chrome extension has been installed and the connection has been set up, you will be able to track all of your marketing activities including outgoing emails from within no CRM in real time through browser notification— know who opened your email and when


    ActiveDEMAND tracks your marketing interactions with your leads and allows you to view them from within no CRM. Open a lead and click on the circle icon next to your Lead's title and view ActiveDEMAND's Prospect Insights.


    ⚠️

    If you don't already have a no CRM.io account, start your free trial today.

    If you don't have an ActiveDEMAND account yet, sign up for a free trial here.


    Process Leads

    In ActiveDEMAND, under Automation->Lead Processing you can customize your lead distribution and lead management. If you have access to the Sales Lead Notifications or Phone Call Sales Notification workflows, you will see a new workflow item in the Workflow Actions.

    This action will give you the ability to post/update a lead in no CRM.io

    you will be able to choose who the lead gets posted under (i.e. sales person) or to the assigned sales person. You can also change the step of the lead as well as its status in no CRM.

    When this action is posted, the field mapping in the account settings will be invoked to post the AD contact to no CRM.io.


    Import and Update Leads

    1. Importing Leads From no CRM.io to ActiveDEMAND

    After setting up your connection between no CRM and ActiveDEMAND, importing leads is easy. In AD, go to Contacts->Import Contacts and select no CRM:

    You will be given full control over what to do if leads already exist, what fields map to what, and so on.

    2. Automatically Update Leads in ActiveDEMAND from no CRM.io

    To automatically push changes from no CRM to ActiveDEMAND, use the contact import scheduler (Contacts->CRM Contact Updates).
    no CRM.io will update ActiveDEMAND whenever a lead is changed in no CRM. The import scheduler filter system allows you to have full control over what gets data and which leads are automatically updated in ActiveDEMAND.


    ActiveDEMAND will never delete data as a result of an import. Most fields will "update" as a result of an import with the exception of phone numbers and email addresses. As a lead can have more than one email address, an import will add email addresses and phone numbers to the existing list.


    Use Click-to-Call

    As ActiveDEMAND is a call tracking platform, you can perform outbound call tracking from within no CRM.io.

    Step 1: Install The Chrome Extension here

    Step 2: Purchase at least on call tracking number in ActiveDEMAND (Assets->Call Tracking Numbers).


    ⚠️

    If you don't already have a no CRM.io account, start your free trial today.

    If you don't have an ActiveDEMAND account yet, sign up for a free trial here.


    Learn More on the Importance of Sales & Marketing Alignment and How to Leverage no CRM and ActiveDEMAND's Integration to Accelerate Sales