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How to connect Demio and NoCRM
Create a New Scenario to Connect Demio 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 Demio, triggered by another scenario, or executed manually (for testing purposes). In most cases, Demio or NoCRM will be your first step. To do this, click "Choose an app," find Demio or NoCRM, and select the appropriate trigger to start the scenario.
Add the Demio Node
Select the Demio node from the app selection panel on the right.
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Add the NoCRM Node
Next, click the plus (+) icon on the Demio 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 Demio 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 Demio 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 Demio, 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 Demio and NoCRM integration works as expected. Depending on your setup, data should flow between Demio 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 Demio and NoCRM
Demio + NoCRM + Slack: When a new lead is created in NoCRM, check if the lead attended a specific Demio webinar. If they did, send a notification in Slack about the webinar attendance and new lead.
NoCRM + Demio + Mailchimp: When a lead's status is changed to 'Won' in NoCRM, register them for a specified upcoming webinar in Demio and add them to a designated list in Mailchimp.
Demio and NoCRM integration alternatives
About Demio
Automate Demio webinar tasks with Latenode. Connect event data (registrations, attendance) to your CRM, email marketing, or analytics tools. Trigger follow-ups or update databases automatically. Using Latenode means simpler event-driven flows and richer lead insights without manual data handling. Scale your event marketing and save time.
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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 Demio and NoCRM
How can I connect my Demio account to NoCRM using Latenode?
To connect your Demio account to NoCRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Demio and click on "Connect".
- Authenticate your Demio and NoCRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically add Demio attendees to NoCRM as leads?
Yes, you can! Latenode's visual builder makes it easy to automatically create NoCRM leads from Demio webinar registrants, saving your sales team valuable time and ensuring no lead is missed.
What types of tasks can I perform by integrating Demio with NoCRM?
Integrating Demio with NoCRM allows you to perform various tasks, including:
- Create new NoCRM leads from Demio webinar registrants automatically.
- Update NoCRM lead statuses based on Demio webinar attendance.
- Send personalized follow-up emails via NoCRM after a Demio event.
- Log Demio webinar attendance as notes within NoCRM lead profiles.
- Trigger NoCRM sales activities based on Demio engagement metrics.
How do I handle custom fields between Demio and NoCRM on Latenode?
Latenode's data mapping feature allows you to easily sync custom fields between Demio and NoCRM, ensuring all relevant information is transferred accurately.
Are there any limitations to the Demio and NoCRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom field mappings might require advanced configuration.
- Real-time data synchronization depends on the API limits of both services.
- Historical data migration requires a separate, manually configured workflow.
