Skip to main content
noCRM.io logo

​
Overview

The noCRM.io integration lets your voice agents work with the leads of your noCRM.io account during calls: find the caller’s lead from the email they confirm, create a lead for a new caller, and add a summary of the call to that lead as a comment. You choose which agents use noCRM.io. Connecting your account does not give access to any agent until you check it.
This integration is in beta. noCRM.io cannot look a lead up by phone number: the agent recognizes a caller only from an email address the caller confirmed during the call.

​
What You Can Do

​
Setup

1

Create an API key in noCRM.io

An administrator of your noCRM.io account opens their profile, then Admin Panel. In the Integration column, click API Keys, then Create an API Key. Copy the key right away: noCRM.io shows it only once.
2

Connect noCRM.io

Go to Integrations, click Create Integration and choose noCRM.io. Enter the address of your account (your-company for your-company.nocrm.io) and paste the API key, then click Connect.
3

Choose the agents

Back in Integrations, click Agents next to noCRM.io, check the agents that should use your leads, then click Save. No agent is checked by default.
4

Tell your agent when to use it

In the agent’s instructions, say when to ask for and confirm the caller’s email, when to look them up and when to add a call summary, for example: “Ask the caller for their email and confirm it, then look them up in the CRM. Before hanging up, add a short summary of the call.”
A duplicated agent starts unchecked: check it again in the Agents window if it should use noCRM.io too.

​
How It Works

  • Leads: the agent works with your noCRM.io leads, whatever their status. Prospecting lists are not read.
  • Email only: a lead is the caller’s only when its email field is exactly the email the caller confirmed. An email written only in a comment does not count. Without a confirmed email, the agent does not look anything up and asks for one.
  • Several matching leads: if more than one lead has the caller’s email (one per opportunity, for example), the agent does not pick one and writes nothing.
  • New leads: created only with the confirmed email, so that the next call finds the same lead. The lead is titled with the company the caller named, or their name, and is not assigned to a salesperson.
  • Existing leads are never modified: the agent adds comments only.
  • Call summaries: up to three comments per call, always on the lead found or created during that call. If the lead’s email was changed during the call, nothing is written.

​
Example Conversation

Caller: Hello, I’m calling about my quote.Agent: Of course. Could you give me your email address so I can find your file?Caller: [email protected].The agent confirms the address, finds the lead, and adds a comment summarizing the call.
Caller: Hello, I would like information about your services.Agent: Of course. May I have your name and your email address?A lead is created for the caller with their name, email and phone number, then the call summary is added as a comment.

​
Managing the Connection

  • Agents: in Integrations, click Agents next to noCRM.io to check or uncheck agents at any time.
  • New API key: when Tala asks to reconnect noCRM.io, click Reconnect and paste a new key.
  • Delete: click the trash icon next to noCRM.io. Your agents stop using noCRM.io. Delete the API key in noCRM.io too if it is no longer used.

​
Security

​
Troubleshooting

  • Check that the agent is checked in the Agents window next to noCRM.io
  • Check that the agent’s instructions ask for the caller’s email
  • If two CRMs are connected to the organization, agents use neither: keep only one
  • The caller must confirm the email saved in the lead’s email field
  • If several leads hold that email, the agent does not pick one
  • Check the account address: only the part before .nocrm.io
  • Check that the API key is still active in the noCRM.io admin panel

​
Next Steps

Tools & Functions

See all available tools

Call Transfer

Transfer callers to your team