How to Integrate Your noCRM Account with KrispCall?
Going back and forth between your CRM and phone system can severely hinder your productivity, especially in today's competitive landscape. Thankfully, the integration of noCRM with KrispCall removes this burden.
Combining noCRM with KrispCall opens up a world of opportunities. It goes beyond just enhancing your telephony experience; it significantly elevates your sales team's productivity and effectiveness.
So, without any delay, let's walk through the integration process step-by-step and showcase the essential benefits you can expect from this powerful duo.
Integrating noCRM, a robust CRM, with KrispCall, a cloud-based telephony solution, can greatly enhance your sales and customer support operations. This dynamic partnership provides numerous benefits that can elevate productivity, enrich customer engagement, and ultimately drive your business forward.
Integrating Kirspcall with noCRM enables your sales teams to access all your customer information, notes, and previous interactions within the noCRM interface while on calls.
By leveraging comprehensive lead profiles from noCRM, your sales reps can conduct personalized conversations that compile with each lead. This personalized approach not only enhances the customer experience but also increases the likelihood of successful conversions.
Capturing and managing leads is quite effortless with KirspCall and noCRM integration. This powerful combination simplifies lead management by automatically synchronizing data between the two platforms.
As leads are updated in noCRM, sales teams can immediately access up-to-date information during calls, ensuring they address the right points and objections. This smooth exchange of information boosts the sales process's efficiency and enables more effective prioritization of follow-ups.
KrispCall's integration with noCRM transforms how sales teams understand their activities by merging communication data with lead management. This powerful combination allows for precise tracking of call metrics and a deeper analysis of performance.
The information gathered through KrispCall, including call duration and results, can be seamlessly connected to specific leads in noCRM. This thorough tracking empowers managers to spot trends, evaluate individual contributions, and enhance strategies using real-time insights.
Integrating KrispCall with noCRM establishes a unified platform that allows team members to monitor lead progress, access records, and review communication history seamlessly. This integration fosters clarity, minimizes confusion, and streamlines collaboration among team members.
Moreover, team members can effortlessly connect, exchange ideas, and collaborate more efficiently. This openness promotes joint problem-solving and guarantees that everyone is on the same page regarding each lead, ultimately boosting team performance.
The integration greatly minimizes the necessity for manual data input, allowing sales teams to reclaim precious time. With KrispCall, essential details like call notes and results are automatically recorded in noCRM.
This automation not only decreases the likelihood of mistakes but also enables sales representatives to dedicate more time to connecting with leads instead of getting pinned down by administrative duties.
To set up the integration between your noCRM account and the leading cloud telephony service, KrispCall, just follow the straightforward steps outlined below:
Step 1: Log in to the KrisCall account and go to Settings.
Step 2: In the Settings section, you'll find Integrations listed under APP SETTINGS. Simply click on Integrations to proceed.
Step 3: After clicking on integrations, a variety of automation tools and CRMs will be available under the integrations section that you can seamlessly connect with KrispCall. To integrate noCRM from KrispCall, click on the connect button below noCRM.
Step 4: Once you click the connect button, a pop-up window will appear asking for your noCRM subdomain, email, and API key.
Step 5: To obtain your noCRM subdomain and API key, start by logging into your noCRM account. Once you're in, you'll be greeted by the dashboard. Next, move your cursor to your name on the right side and select the admin panel.
Step 6: After landing on the admin panel page, you can see the Integrations option. Under Integrations, go to API keys just below the API.
Step 7: Now, click on the create API key and enter the name and description of the key.
Step 8: Once the user inputs the name and description, they can access the API key and easily copy it to paste into the pop-up window in KrispCall.
Step 9: Copy the noCRM subdomain from the noCRM URL, paste it into the pop-up box, and place the email and API key in the pop-box in KrispCall.
Step 10: A successful CRM integration notification will appear, and noCRM will be listed among the active integrations in KrispCall.
After integrating noCRM with KrispCall, users have the flexibility to toggle various settings on or off. To start, let’s explore the general settings.
The general settings are the initial configuration option, offering three additional settings to choose from. By default, all toggle buttons within the general settings will be activated.
Create new contacts for calls: Activate this button for one-way contact synchronization. When the toggle is enabled, any contact added in KrispCall will automatically sync to noCRM. If the toggle is disabled, contacts will not be synced.
Contacts 2-way sync: This option allows for two-way contact syncing when the toggle is turned on. Contacts created in noCRM will be synced to KrispCall. If the toggle is off, no syncing will occur. Additionally, this button facilitates initial synchronization, ensuring that any existing contacts in either KrispCall or noCRM are synced across both platforms when activated.
Notes logging: This option enables the syncing of notes created during calls or in the conversation box to noCRM. If this button is toggled off, notes will not be synced to noCRM.
The workflow settings can be found immediately following the general settings. Initially, all options within the workflow settings are configured to Calls (Engagements). Users have the flexibility to click on this setting and adjust it according to their specific needs.
Log outgoing answered calls as Calls(Engagements)/Disabled: When you set your settings to Calls(Engagements), outgoing answered calls will be recorded in noCRM. If you choose Disabled, these calls will not be recorded in noCRM.
Log outgoing unanswered calls as Calls(Engagements)/Disabled: By selecting Calls(Engagements), outgoing unanswered calls will be logged in noCRM. Opting for Disabled means these calls will not be logged in noCRM.
Log incoming answered calls as Calls(Engagements)/Disabled: Setting this to Calls(Engagements) will ensure that incoming answered calls are logged in noCRM. If you select Disabled, these calls will not be logged in noCRM..
Log incoming unanswered calls as Calls(Engagements)/Disabled: By choosing Calls(Engagements), incoming unanswered calls will be recorded in noCRM. If you opt for Disabled, these calls will not be recorded in noCRM.
Log voicemail as Calls(Engagements)/Disabled: When you enable the setting as Calls(Engagements), voicemail logs will be synced to noCRM. If you select Disabled, the voicemail logs will not be synced to noCRM.
The connected numbers configuration can be found following the workflow settings. There is only a single option available within the settings of the connected number.
Log phone calls for these numbers: Once the integration is completed for the first time, the channel will automatically generate a list of available numbers. If a user decides to purchase a number after this integration, they will need to add it to their connected numbers manually.
Note: If there are no selected numbers, then the call logs will not be synced in noCRM.
Combining noCRM with KrispCall opens up a world of opportunities. It goes beyond just enhancing your telephony experience; it significantly elevates your sales team's productivity and effectiveness.
So, without any delay, let's walk through the integration process step-by-step and showcase the essential benefits you can expect from this powerful duo.
Benefits of Integrating noCRM with KrispCall
Integrating noCRM, a robust CRM, with KrispCall, a cloud-based telephony solution, can greatly enhance your sales and customer support operations. This dynamic partnership provides numerous benefits that can elevate productivity, enrich customer engagement, and ultimately drive your business forward.
1. Personalized Sales Calls
Integrating Kirspcall with noCRM enables your sales teams to access all your customer information, notes, and previous interactions within the noCRM interface while on calls.
By leveraging comprehensive lead profiles from noCRM, your sales reps can conduct personalized conversations that compile with each lead. This personalized approach not only enhances the customer experience but also increases the likelihood of successful conversions.
2. Enhanced Lead Management
Capturing and managing leads is quite effortless with KirspCall and noCRM integration. This powerful combination simplifies lead management by automatically synchronizing data between the two platforms.
As leads are updated in noCRM, sales teams can immediately access up-to-date information during calls, ensuring they address the right points and objections. This smooth exchange of information boosts the sales process's efficiency and enables more effective prioritization of follow-ups.
3. Better Sales Tracking and Analysis
KrispCall's integration with noCRM transforms how sales teams understand their activities by merging communication data with lead management. This powerful combination allows for precise tracking of call metrics and a deeper analysis of performance.
The information gathered through KrispCall, including call duration and results, can be seamlessly connected to specific leads in noCRM. This thorough tracking empowers managers to spot trends, evaluate individual contributions, and enhance strategies using real-time insights.
4. Improved Team Collaboration
Integrating KrispCall with noCRM establishes a unified platform that allows team members to monitor lead progress, access records, and review communication history seamlessly. This integration fosters clarity, minimizes confusion, and streamlines collaboration among team members.
Moreover, team members can effortlessly connect, exchange ideas, and collaborate more efficiently. This openness promotes joint problem-solving and guarantees that everyone is on the same page regarding each lead, ultimately boosting team performance.
5. Eliminate Manual Data Entry
The integration greatly minimizes the necessity for manual data input, allowing sales teams to reclaim precious time. With KrispCall, essential details like call notes and results are automatically recorded in noCRM.
This automation not only decreases the likelihood of mistakes but also enables sales representatives to dedicate more time to connecting with leads instead of getting pinned down by administrative duties.
How to Integrate noCRM with KrispCall?
To set up the integration between your noCRM account and the leading cloud telephony service, KrispCall, just follow the straightforward steps outlined below:
Step 1: Log in to the KrisCall account and go to Settings.
Step 2: In the Settings section, you'll find Integrations listed under APP SETTINGS. Simply click on Integrations to proceed.
Step 3: After clicking on integrations, a variety of automation tools and CRMs will be available under the integrations section that you can seamlessly connect with KrispCall. To integrate noCRM from KrispCall, click on the connect button below noCRM.
Step 4: Once you click the connect button, a pop-up window will appear asking for your noCRM subdomain, email, and API key.
Step 5: To obtain your noCRM subdomain and API key, start by logging into your noCRM account. Once you're in, you'll be greeted by the dashboard. Next, move your cursor to your name on the right side and select the admin panel.
Step 6: After landing on the admin panel page, you can see the Integrations option. Under Integrations, go to API keys just below the API.
Step 7: Now, click on the create API key and enter the name and description of the key.
Step 8: Once the user inputs the name and description, they can access the API key and easily copy it to paste into the pop-up window in KrispCall.
Step 9: Copy the noCRM subdomain from the noCRM URL, paste it into the pop-up box, and place the email and API key in the pop-box in KrispCall.
Step 10: A successful CRM integration notification will appear, and noCRM will be listed among the active integrations in KrispCall.
Integration Setting
After integrating noCRM with KrispCall, users have the flexibility to toggle various settings on or off. To start, let’s explore the general settings.
General Settings
The general settings are the initial configuration option, offering three additional settings to choose from. By default, all toggle buttons within the general settings will be activated.
Create new contacts for calls: Activate this button for one-way contact synchronization. When the toggle is enabled, any contact added in KrispCall will automatically sync to noCRM. If the toggle is disabled, contacts will not be synced.
Contacts 2-way sync: This option allows for two-way contact syncing when the toggle is turned on. Contacts created in noCRM will be synced to KrispCall. If the toggle is off, no syncing will occur. Additionally, this button facilitates initial synchronization, ensuring that any existing contacts in either KrispCall or noCRM are synced across both platforms when activated.
Notes logging: This option enables the syncing of notes created during calls or in the conversation box to noCRM. If this button is toggled off, notes will not be synced to noCRM.
Workflow Settings
The workflow settings can be found immediately following the general settings. Initially, all options within the workflow settings are configured to Calls (Engagements). Users have the flexibility to click on this setting and adjust it according to their specific needs.
Log outgoing answered calls as Calls(Engagements)/Disabled: When you set your settings to Calls(Engagements), outgoing answered calls will be recorded in noCRM. If you choose Disabled, these calls will not be recorded in noCRM.
Log outgoing unanswered calls as Calls(Engagements)/Disabled: By selecting Calls(Engagements), outgoing unanswered calls will be logged in noCRM. Opting for Disabled means these calls will not be logged in noCRM.
Log incoming answered calls as Calls(Engagements)/Disabled: Setting this to Calls(Engagements) will ensure that incoming answered calls are logged in noCRM. If you select Disabled, these calls will not be logged in noCRM..
Log incoming unanswered calls as Calls(Engagements)/Disabled: By choosing Calls(Engagements), incoming unanswered calls will be recorded in noCRM. If you opt for Disabled, these calls will not be recorded in noCRM.
Log voicemail as Calls(Engagements)/Disabled: When you enable the setting as Calls(Engagements), voicemail logs will be synced to noCRM. If you select Disabled, the voicemail logs will not be synced to noCRM.
Connected Numbers
The connected numbers configuration can be found following the workflow settings. There is only a single option available within the settings of the connected number.
Log phone calls for these numbers: Once the integration is completed for the first time, the channel will automatically generate a list of available numbers. If a user decides to purchase a number after this integration, they will need to add it to their connected numbers manually.
Note: If there are no selected numbers, then the call logs will not be synced in noCRM.
Updated on: 20/11/2024
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