How to connect noCRM to Albato

noCRM.io: Automation for lead management software
6/2/2024
·
3 min. read

noCRM is a tool that helps your sales team meet their main goal: turning prospects into customers.

Available Triggers:

Triggers are events that trigger an automation. All triggers run in real time; that is, data is transferred the moment the event occurs.

  • New Lead
  • Update a Lead
  • New Lead Assigned
  • New Comment on a Lead
  • Lead Status Changed
  • Lead Step Changed
  • New Prospect Created
  • Task Status Changed

Available Actions:

Actions are what Albato performs when your automation is running. Actions also allow you to transfer data to other apps and systems.

  • Create a Lead
  • Update a Lead
  • Assign a Lead
  • Create a comment on a Lead
  • Find Lead by Email
  • Change Lead Status
  • Create a predefined Tag
  • Create Prospect
  • Find Prospecting List
  • Custom API request

Before setting up integrations with noCRM connect the app to Albato.

To do this, go to the Apps section and click the Add a connection button.

Example.png

Select the app and click the Add a connection button.

noCRM.png

Come up with a name for your connection.

Specify your Domain, Email and API key.

Click the Continue button.

noCRM (1).png

How to get domain

Sign in to your noCRM account and copy the domain from the address bar.

Example (2).png

Paste the domain into the Albato connection field.

How to get API key

Go back to your noCRM account. Click on the account icon and open the Admin panel tab.

noCRM (2).png

In the Integrations section choose the API keys option.

noCRM (3).png

Click the Create an API key button.

noCRM (4).png

Come up with a name for your API key and click the Save button. Copy the key.

noCRM (5).png

Paste the key into the Albato connection field.

Specify your email (noCRM account username) and click the Continue button.

noCRM (6).png

The connection is ready!


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