The no-code academy The no-code academy

#1 no-code resource for sales professionals

noCRM.io An incredibly simple and efficient web based software to help your sales teamstrack to track and close their deals without spending hours filling out forms.

Discover noCRM.io

noCRM pipeline

Table of contents

  1. 1Introduction to no-code
    1. What is no-code
    2. No-code apps
  2. 2How to build your first automated sales workflow
    1. How to get started with automation: automate workflows for streamlined processes
    2. Connect noCRM to Zapier and Make
    3. Assign an incoming lead to a sales rep of your choice
    4. Assign an incoming lead fulfilling a condition to a sales rep
    5. Assign a lead, send an email, move it to the next step, then set it on StandBy for follow-ups
    6. How to build a complete email automation machine using Zapier
  3. 3Introduction to no-code tools
    1. noCRM's no-code toolbox
    2. No-code triggers and actions
    3. Simplified API for business use case implementation
    4. Built-in no-code tools to connect your information system
  4. 4Additional no-code resources
    1. App integrations directory
    2. No-code community directory

Connect noCRM to Zapier and Make

To build any automation, you must first connect your noCRM account with a no-code app, either Zapier or Make.

Get started

Connect noCRM to Zapier

Log into your Zapier account or create one if you don't have one yet.

Click on "My Apps" on the left-hand sidebar and search for noCRM.io to connect to.

An authentication pop-up will appear to allow Zapier to access your noCRM.io account. You will need to enter your noCRM account name (https://AccountName.nocrm.io) and an API key.

In order to find your API key, go to your noCRM account and head over to your Admin Panel > Integrations > API > API Keys. Create a new key to copy and paste into the correct pop-up field.

Connect noCRM to Make

Log into your Make account or create one if you don't have one yet.

Go to the Scenarios section on the left-side panel and create a new scenario. Choose to add and connect to noCRM.io as the first module. Open the module settings panel and click on the "Add" button next to the Connection box.

  • Enter your subdomain/account name (https://ACCOUNT.nocrm.io)
  • Enter your API Key. Go to your noCRM.io account's Admin Panel, select Integrations > API > API Keys and create a new key to copy and paste in the correct field.

You are ready to set up your workflows using no-code.

Next read: Assign an incoming lead to a sales rep of your choice

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