noCRM.io Integration

noCRM.io is an easy to use lead management solution used by sales teams and salespeople of small to medium-sized businesses.

Connect your noCRM and MeisterTask accounts to enable you to work more efficiently. The integration is facilitated through Zapier, a tool which allows you to connect your favorite and most used apps together, and, through that connection, automate processes and create super speedy little workflows — appropriately called Zaps.

Before you start, make sure you have accounts on Zapier, nCRM.io and MeisterTask.

 

Set up Your Trigger App

Log in to your Zapier account and click the Make a Zap! button.

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  1. In the search field type noCRM and select the app no CRM.io from the list.
  2. As trigger select: New Lead Step Changed To ... 
  3. Click Save and Continue.
  4. Click on Connect An Account to connect Zapier to your no CRM account.

Set up Your Action App

  1. Select the action app MeisterTask.
  2. As action choose Create Task and click Continue.
  3. If you have not already done so, click on Connect Account to connect Zapier to your MeisterTask account. 
  4. Edit the template to configure where the tasks will be created. 
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  5. Test and name your Zap! 

You can also visit Zapier and create your own Zaps, using whatever triggers, actions and filters you want: Create Zaps