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Log NoCRM leads and call outcomes automatically using OpenPhone, then use Latenode's visual editor to trigger custom follow-ups. Scale your sales process affordably and add unique logic with JavaScript.
Connect NoCRM and OpenPhone in minutes with Latenode.
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Create a New Scenario to Connect NoCRM and OpenPhone
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 NoCRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, NoCRM or OpenPhone will be your first step. To do this, click "Choose an app," find NoCRM or OpenPhone, and select the appropriate trigger to start the scenario.
Add the NoCRM Node
Select the NoCRM node from the app selection panel on the right.
NoCRM
Add the OpenPhone Node
Next, click the plus (+) icon on the NoCRM node, select OpenPhone from the list of available apps, and choose the action you need from the list of nodes within OpenPhone.
NoCRM
β
OpenPhone
Authenticate OpenPhone
Now, click the OpenPhone node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your OpenPhone settings. Authentication allows you to use OpenPhone through Latenode.
Configure the NoCRM and OpenPhone 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 NoCRM and OpenPhone Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
β
OpenPhone
Trigger on Webhook
β
NoCRM
β
β
Iterator
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Webhook response
Save and Activate the Scenario
After configuring NoCRM, OpenPhone, 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 NoCRM and OpenPhone integration works as expected. Depending on your setup, data should flow between NoCRM and OpenPhone (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
NoCRM + OpenPhone + Slack: When a new lead is created in NoCRM, the automation finds the contact in OpenPhone (or creates a new one if it doesn't exist) and then sends a message to a specified Slack channel with the lead's information, including the OpenPhone number.
OpenPhone + NoCRM + Google Sheets: This automation logs all OpenPhone calls and text messages related to existing NoCRM contacts in a Google Sheet. It triggers on new call or message events in OpenPhone, finds the related contact in NoCRM, and then adds a new row in Google Sheets with details of the interaction.
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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About OpenPhone
Use OpenPhone in Latenode to automate SMS and call workflows. Log activities, trigger actions based on call outcomes, and sync data to CRMs. By using Latenode, you orchestrate OpenPhone within complex workflows, adding logic and integrations not available in OpenPhone alone. Scale customer communication using no-code tools and AI.
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How can I connect my NoCRM account to OpenPhone using Latenode?
To connect your NoCRM account to OpenPhone on Latenode, follow these steps:
Can I automatically log OpenPhone calls as activities in NoCRM?
Yes, you can! Latenode allows detailed call logging. Automate record creation, ensuring sales reps have complete context, saving time, and improving data accuracy with no-code ease.
What types of tasks can I perform by integrating NoCRM with OpenPhone?
Integrating NoCRM with OpenPhone allows you to perform various tasks, including:
How easily can I trigger NoCRM actions from OpenPhone events?
It's straightforward! Latenode's visual editor makes setting up triggers easy. No-code blocks handle complex automation quickly, scaling effortlessly.
Are there any limitations to the NoCRM and OpenPhone integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: