CloudTalk + noCRM.io

Create CloudTalk Contacts from new noCRM.io Leads

Know who's calling. Create CloudTalk contacts from new noCRM leads.

When this happens...
New Lead
Triggers when a lead is created.
TriggerInstant
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Create Contact
Create a new contact.
ActionWrite

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Supported triggers and actions

What does this mean?

- Event Name
  Name of the trigger for reference.
- User
  User which triggers the event when a lead is assigned to them. If no user is selected, the event will be triggered on lead assigned to any user of your account.
Trigger
Instant
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- Event Name
  Name of the trigger for reference.
Trigger
Instant
Try It
- Event Name
  Name of the trigger for reference.
Trigger
Instant
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- Event Name
  Name of the trigger for reference.
- Status Event NameRequired
  Name of the status that triggers the event when it changes
Trigger
Instant
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- Event Name
  Name of the trigger for reference.
Trigger
Instant
Try It

- Event Name
  Name of the trigger for reference.
Trigger
Instant
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- Event Name
  Name of the trigger for reference.
- Status Event NameRequired
  Name of the status that triggers the event when it changes
Trigger
Instant
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- LeadRequired
- User Email
  User to assign the lead to.
Action
Write
- LeadRequired
- New Lead's TitleRequired
  New lead's title to replace the previous one
Action
Write
- LeadRequired
- Step NameRequired
  New step name
Action
Write
- LeadRequired
- CommentRequired
Action
Write
- LeadRequired
- Tag NamesRequired
  The tags have to be less than 50 characters long and be separated by a comma.
Action
Write
- LeadRequired
- AmountRequired
- Probability (0-100)
Action
Write
- EmailRequired
  Email address contained in the lead
- Status
- Tags
  Tags separated by a comma. Return the leads containing all the tags.
- Include unassigned leads
  Search in the leads and include the unassigned leads.
- Include Unassigned Explanation
  Note: Some actions cannot be applied on unassigned leads
Action
Search
- EmailRequired
  Email address contained in the lead
- Status
- Tags
  Tags to add to the leads, comma separated
- Include unassigned leads
  Search in the leads and include the unassigned leads.
- Include Unassigned Explanation
  Note: Some actions cannot be applied on unassigned leads
- TitleRequired
- Description addon
  Place the additional fields in front of the values you insert.
- Field Explanation
  Note: for Expert edition and above only, it is possible to have custom fields. Go to Admin panel > Default fields to set them up.
- User Email
  User to assign the lead to.
- Creation date
  Date of lead's creation in the account time zone. If no date used, it takes the current date. If the date is set in the future, your statistics will be wrong.
- Step Name
  Step name. The lead must be assigned to set the step.
Action
Search or write
New Contact
Triggers when a contact is created or updated in CloudTalk.
Trigger
Instant
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- Activity IDRequired
- Acitivity ID postfixRequired
  External service name (e.g. "pipedrive"). Used to guarantee ID uniqueness.
- Activity titleRequired
- Activity contentRequired
- Activity meta - price
- Activity meta - status
- Activity meta - color
- Activity link
- Contact IDRequired
- Contact ID PostfixRequired
- Contact name
- Contact email
- Contact number
Action
Write
- IDRequired
- ID PostfixRequired
  External service name (e.g. "pipedrive"). Used to guarantee ID uniqueness.
- Contact NameRequired
  Contact full name (e.g "John Smith")
- Phone numberRequired
- Email
- Contact Company
- External Link
Action
Write
- IDRequired
- ID PostfixRequired
  External service name (e.g. "pipedrive"). Used to guarantee ID uniqueness.
- Contact NameRequired
  Contact full name (e.g "John Smith")
- Phone NumberRequired
- Email
- Contact Company
- External Link
Action
Write

- Event Name
  Name of the trigger for reference.
Trigger
Instant
Try It
- Event Name
  Name of the trigger for reference.
Trigger
Instant
Try It
- Event NameRequired
  Name of the trigger for reference. It will be also the name in the Actions menu
Trigger
Instant
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- Event Name
  Name of the trigger for reference.
- Step Event NameRequired
  Name of the step that triggers the event
Trigger
Instant
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- Event Name
  Name of the trigger for reference.
Trigger
Instant
Try It
- Event Name
  Name of the trigger for reference.
- Prospecting list
  Name of the prospecting list which triggers the event when a prospect is created. If no prospecting list is selected, the event will be triggered on any prospecting list.
Trigger
Instant
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- LeadRequired
- Attachment nameRequired
- AttachmentRequired
Action
Write
- LeadRequired
- Simplified API pathRequired
Action
Write
- Unassigned Explanation
  Note: This action cannot be performed on an unassigned lead.
- LeadRequired
- StatusRequired
Action
Write
- LeadRequired
- ActivityRequired
- Comment
Action
Write
- Prospecting ListRequired
  The prospecting list where you want to append the rows.
Action
Write
- TitleRequired
- Description addon
  Place the additional fields in front of the values you insert.
- Field Explanation
  Note: for Expert edition and above only, it is possible to have custom fields. Go to Admin panel > Default fields to set them up.
- User Email
  User to assign the lead to.
- Tags
  Tags to add to the leads, comma separated
- Creation date
  Date of lead's creation in the account time zone. If no date used, it takes the current date. If the date is set in the future, your statistics will be wrong.
- Step Name
  Step name. The lead must be assigned to set the step.
Action
Write
- LeadRequired
- Estimated closing dateRequired
Action
Write
- TitleRequired
Action
Search
New Call
Triggers when call is made via CloudTalk.
Trigger
Instant
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New SMS
Triggers when a SMS is sent/received via CloudTalk
Trigger
Instant
Try It
- IDRequired
- ID PostfixRequired
  External service name (e.g. "pipedrive"). Used to guarantee ID uniqueness.
- Contact NameRequired
  Contact full name (e.g "John Smith")
- Phone numberRequired
- Email
- Contact Company
- External Link
Action
Write
- From NumberRequired
  E.164 formatted CloudTalk number that you want to use to send the message. E.g. +442038680167
- To NumberRequired
  E.164 formatted recipient number. E.g. +442038680167
- Message TextRequired
  Text of the message you want to send.
Action
Write
- KeywordRequired
  Enter keyword to search in name, email or phone number.
Action
Search

About CloudTalk

CloudTalk help modern sales and customer service teams provide better phone support and close more deals.

Learn more

Related categories

Phone & SMS

About noCRM.io

noCRM.io helps you to track and close deals without wasting time filling out forms. Boost productivity and manage your sales cycle from end-to-end

Learn more

Related categories

CRM (Customer Relationship Management)

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CloudTalk + noCRM.io

Create CloudTalk Contacts from new noCRM.io Leads

New Lead Assigned

Event Name

User

New Lead Content or Title Changed

Event Name

New Email Received From a Lead

Event Name

New Lead Status Changed To...

Event Name

Status Event NameRequired

New Unassigned Lead

Event Name

New Lead

Event Name

New Task Status Changed To...

Event Name

Status Event NameRequired

Assign Lead

LeadRequired

User Email

Change Lead's Title

LeadRequired

New Lead's TitleRequired

Change Step

LeadRequired

Step NameRequired

Add Comment

LeadRequired

CommentRequired

Add Tags

LeadRequired

Tag NamesRequired

Set Amount and Probability

LeadRequired

AmountRequired

Probability (0-100)

Find Lead

EmailRequired

Status

Tags

Include unassigned leads

Include Unassigned Explanation

Find or Create Lead

EmailRequired

Status

Tags

Include unassigned leads

Include Unassigned Explanation

TitleRequired

Description addon

Field Explanation

User Email

Creation date

Step Name

New Contact

Create or Update Activity

Activity IDRequired

Acitivity ID postfixRequired

Activity titleRequired

Activity contentRequired

Activity meta - price

Activity meta - status

Activity meta - color

Activity link

Contact IDRequired

Contact ID PostfixRequired

Contact name

Contact email

Contact number

Create Contact

IDRequired

ID PostfixRequired

Contact NameRequired

Phone numberRequired

Email

Contact Company

External Link

Update Contact