GETTING STARTED GUIDE: How to set up a new connection?
ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics.
noCRM.io is a lead management software for sales people. The web-based software reduces the need for data entry and helps you track and close deals more quickly. Features include Google app integration, sales forecasting, calendar syncing, and more.
Below you'll find detailed information, specifically for nocrm.io integrations
Supported noCRM.io Integrations
To authorise, simply follow the steps as described below and make sure you meet the requirements to be able to sync. We need your Slug/Subdomain and API Key to authorise.
You can only use Piesync on the noCRM Expert plan. Lower plans will not be able to set up a connection. More info can be found here.
If you already authorised nocrm.io account(s) in the past or in any other PieSync integration, you'll be able to skip the first part of the authorization and choose from your CONNECTED ACCOUNTS.
[IF] Supported Conditions/Filters
- STARRED/NOT STARRED
- FIELD VALUES (INCLUDING CUSTOM FIELDS)
- ALREADY EXISTING IN APP YOU SYNC WITH
[THEN] Supported Actions
- SET OWNER
- UPDATING FIELD VALUES (INCLUDING CUSTOM FIELDS)
Default Field Mapping
Depending on the other app you're syncing with, you'll see a number of noCRM.io fields being mapped by default. For instance, in a connection with Mailchimp, the default field mapping looks like this:
PieSync syncs the default name field(s) that come with the apps. Sometimes they have a different structure in both apps you connect. E.g. first and last names are separate in app A and joint in a single field in app B. In the background, PieSync joins first and last names together from app A to B and separates them again from app B to A. Our algorithm is smart about which part it updates in app B.
Entering a Title is required when adding a lead in nocrm.io, therefore we sync the first name and last name (or full name, app-dependant) to this field as well, to make sure the contacts sync to nocrm.io
Customizable Field Mapping
You can custom map your noCRM.io custom fields and any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible, and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping here.
There are no supported noCRM.io integrations on the PieSync platform, that support our Unsubscribes/Deletions Sync.
The availability to Sync Unsubscribes/Deletions is app and connection dependent. If the box (screenshots above) is not there to tick, it's simply not possible. We need to be able to detect unsubscribes/deletions on one side and at the same time be able to create add the tag 'PieSync Unsubscribes' or ‘PieSync Trash’ on the other side. More Information on Syncing Unsubscribes here or on Deletions here.
Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By voting them up in our pipeline, YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - firstname.lastname@example.org. Don't forget to read our blog for the latest in productivity, apps, and technology!