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Automatically create or update NoCRM leads from Moxie conversations, ensuring sales teams never miss an opportunity. Latenode's visual editor and affordable execution pricing make lead management seamless and scalable.
Connect Moxie and NoCRM in minutes with Latenode.
Create Moxie to NoCRM workflow
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Moxie
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Create a New Scenario to Connect Moxie and NoCRM
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Moxie, triggered by another scenario, or executed manually (for testing purposes). In most cases, Moxie or NoCRM will be your first step. To do this, click "Choose an app," find Moxie or NoCRM, and select the appropriate trigger to start the scenario.
Add the Moxie Node
Select the Moxie node from the app selection panel on the right.
Moxie
Add the NoCRM Node
Next, click the plus (+) icon on the Moxie node, select NoCRM from the list of available apps, and choose the action you need from the list of nodes within NoCRM.
Moxie
β
NoCRM
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 Moxie 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 Moxie and NoCRM Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
β
NoCRM
Trigger on Webhook
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Moxie
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β
Iterator
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Webhook response
Save and Activate the Scenario
After configuring Moxie, NoCRM, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the Moxie and NoCRM integration works as expected. Depending on your setup, data should flow between Moxie and NoCRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
NoCRM + Moxie + Slack: When a lead's status changes in NoCRM to 'Won', Moxie creates a client and Slack sends a message to a dedicated channel to celebrate the win.
NoCRM + Google Sheets + Moxie: When a new lead is created in NoCRM, the lead details are added to a Google Sheet. Moxie displays this data to track conversion metrics.
About Moxie
Use Moxie in Latenode to automate data entry and validation workflows. Pull data from multiple sources, use Moxie to clean and standardize it, then push the refined data to your databases or apps. Benefit from Latenode's visual editor and scalable architecture to handle large datasets efficiently without code.
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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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How can I connect my Moxie account to NoCRM using Latenode?
To connect your Moxie account to NoCRM on Latenode, follow these steps:
Can I automatically create NoCRM leads from Moxie chats?
Yes, you can! Latenode lets you automatically create NoCRM leads from new Moxie chats. Save time, capture leads faster, and streamline your sales process with no-code automation.
What types of tasks can I perform by integrating Moxie with NoCRM?
Integrating Moxie with NoCRM allows you to perform various tasks, including:
Can I use JavaScript to transform Moxie data before sending to NoCRM?
Yes! Latenode allows you to use JavaScript code blocks to transform Moxie data before it reaches NoCRM, customizing the data flow perfectly.
Are there any limitations to the Moxie and NoCRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: