> ## Documentation Index
> Fetch the complete documentation index at: https://docs.tala-assistant.com/llms.txt
> Use this file to discover all available pages before exploring further.

# noCRM.io

> Recognize callers from your noCRM.io leads by their email and log every call there

![noCRM.io logo](https://mintcdn.com/tala-73c4b5d5/Cvqmpcwjwcane5YM/images/integrations/nocrm.svg?fit=max\&auto=format\&n=Cvqmpcwjwcane5YM\&q=85\&s=923786669ee609c4a8ce64d646dcc552)

## 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.

> [!NOTE]
>
> 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

| Feature | Description |
| - | - |
| **Caller recognition** | Once the caller has confirmed their email, the agent finds the lead that holds that email |
| **Lead creation** | A new caller who confirmed their email gets a lead with their name, email and phone number |
| **Call summary** | A short comment about the call is added to the caller's lead |
| **Your data stays yours** | An existing lead is never modified: the agent only adds comments to it |

## 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."

> [!TIP]
>
> 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

> [accordion] Known caller
>
> **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:** [camille@example.com](mailto:camille@example.com).
>
> *The agent confirms the address, finds the lead, and adds a comment summarizing the call.*

> [accordion] New caller
>
> **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

| Setting | Value |
| - | - |
| Access | An API key of your account (administrator rights in noCRM.io) |
| Key storage | Encrypted, never shown again in Tala |
| Existing information | Never modified |
| Shared with the agent | Nothing from a lead found by email: the agent does not read its content aloud nor use it |
| Never shared with the agent | Emails and phone numbers stored in noCRM.io |

## Troubleshooting

> [accordion] The agent does not use noCRM.io
>
> * 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

> [accordion] A known caller is not recognized
>
> * 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

> [accordion] The connection is refused
>
> * 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

> [card] [Tools & Functions](https://docs.tala-assistant.com/workflows/tools.md)
>
> See all available tools

> [card] [Call Transfer](https://docs.tala-assistant.com/workflows/call-transfer.md)
>
> Transfer callers to your team


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