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How to connect Beamer and NoCRM
Create a New Scenario to Connect Beamer and NoCRM
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Beamer, triggered by another scenario, or executed manually (for testing purposes). In most cases, Beamer or NoCRM will be your first step. To do this, click "Choose an app," find Beamer or NoCRM, and select the appropriate trigger to start the scenario.
Add the Beamer Node
Select the Beamer node from the app selection panel on the right.
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Add the NoCRM Node
Next, click the plus (+) icon on the Beamer node, select NoCRM from the list of available apps, and choose the action you need from the list of nodes within NoCRM.
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Authenticate NoCRM
Now, click the NoCRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your NoCRM settings. Authentication allows you to use NoCRM through Latenode.
Configure the Beamer and NoCRM Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Beamer and NoCRM Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Beamer, NoCRM, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Beamer and NoCRM integration works as expected. Depending on your setup, data should flow between Beamer and NoCRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Beamer and NoCRM
NoCRM + Beamer + Slack: When a lead's status changes to 'Client' in NoCRM, a new post is created in Beamer to announce the new feature release. A message is then sent to a dedicated Slack channel to inform the team.
NoCRM + Google Sheets + Beamer: When a new lead is created in NoCRM, the lead information is added to a Google Sheet. Then, a Beamer update is automatically created to announce the new lead.
Beamer and NoCRM integration alternatives
About Beamer
Use Beamer in Latenode to automate product update notifications based on user behavior. Trigger targeted announcements directly within your workflows. Combine Beamer with Latenode's data transformation and scheduling tools for more precise and automated communication. Scale your outreach without complex coding.
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About NoCRM
Use NoCRM with Latenode to automate your sales pipeline. Automatically create new leads, update existing records, or trigger follow-up actions based on status changes. Latenode lets you connect NoCRM data to other apps, enrich it with AI, and build custom workflows for lead qualification, all without code and scalable to your needs.
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See how Latenode works
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FAQ Beamer and NoCRM
How can I connect my Beamer account to NoCRM using Latenode?
To connect your Beamer account to NoCRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Beamer and click on "Connect".
- Authenticate your Beamer and NoCRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger Beamer updates on new NoCRM leads?
Yes, you can! Latenode allows triggering Beamer updates when new leads are created in NoCRM. Automate announcements effortlessly to keep customers informed of sales progress.
What types of tasks can I perform by integrating Beamer with NoCRM?
Integrating Beamer with NoCRM allows you to perform various tasks, including:
- Automatically post Beamer updates for new NoCRM opportunities.
- Create NoCRM leads from specific Beamer announcement reactions.
- Sync contact data between Beamer users and NoCRM leads.
- Send customized Beamer updates based on NoCRM deal stages.
- Track Beamer engagement metrics and update NoCRM lead scores.
Can I filter which NoCRM leads trigger Beamer announcements?
Yes! Latenode allows granular filtering of NoCRM leads, ensuring only relevant updates trigger Beamer announcements. Use no-code or JavaScript conditions.
Are there any limitations to the Beamer and NoCRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Real-time synchronization depends on Beamer and NoCRM API availability.
- Custom Beamer designs must be configured within Beamer itself.
