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The no-code academy The no-code academy

#1 no-code resource for sales professionals

Table of contents

  1. The no-code academy
  2. 1Introduction to no-code
    1. What is no-code
    2. No-code apps
  3. 2How to build your first automated sales workflow
    1. How to get started with automation: automate workflows for streamlined processes
    2. Using The Butler for Automations in noCRM
    3. Connect noCRM to Zapier and Make
    4. Assign an incoming lead to a sales rep of your choice
    5. Assign an incoming lead fulfilling a condition to a sales rep
    6. Assign a lead, send an email, move it to the next step, then set it on StandBy for follow-ups
    7. How to build a complete email automation machine using Zapier
  4. 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
  5. 4Additional no-code resources
    1. App integrations directory
    2. No-code community directory

Built-in no-code tools to connect your information system

noCRM.io offers a number of built-in tools to help customize your account for your business needs. Whether it's to create custom processes or to connect your noCRM account with your internal IT system, you may easily build your ideal solution with the help of the built-in tools documented below.

There are several ways to build interactions between, noCRM.io and third-party services, including your own information system. Push/pull data to/from your information system, your full CRM or ERP directly from/to our application with:

  • Direct Integrations with API
  • Personalized in-app widgets
  • Customized actions on leads
  • Event-based notifications and actions
  • No-code apps, Zapier and Make


Direct integrations with API

We provide an API with a wide range of functions; for example, our mobile app is built on top of this API. The API allows you to create and edit leads and prospecting lists.

It also comes with “Webhooks” to trigger calls to any program you want. 

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Personalized in-app widgets

Personalized widgets allow you to display data from your information system and other sources directly inside noCRM.io. There are two types of widgets available: one for the dashboard and another even more powerful inside the lead's detail page.

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Customized actions on leads

On each lead, there is an actions menu. Actions inside this menu are predefined: assign the lead, edit it, change status and so on. Thanks to this feature you can add your own personalized actions to this menu. For example, if you have to add a won lead to your information system in order to invoice them or for the operational team to start working on it, the Personalized Actions allows you to do that easily.

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Event-based notifications and actions

noCRM.io offers a list of trigger events to enable you to execute automated actions. This is key to ensuring an efficient internal process.

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Next read: App integrations directory

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