NoCRM and SmartSuite Integration

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Automatically update SmartSuite with new leads from NoCRM to centralize your CRM data. Latenode's no-code visual editor simplifies data mapping and transformation, adding custom logic with JavaScript if needed, all at a transparent execution cost.

Swap Apps

NoCRM

SmartSuite

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect NoCRM and SmartSuite

Create a New Scenario to Connect NoCRM and SmartSuite

In the workspace, click the β€œCreate 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 NoCRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, NoCRM or SmartSuite will be your first step. To do this, click "Choose an app," find NoCRM or SmartSuite, 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.

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NoCRM

Configure the NoCRM

Click on the NoCRM node to configure it. You can modify the NoCRM URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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NoCRM

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Connect NoCRM

Sign In
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Run node once

Add the SmartSuite Node

Next, click the plus (+) icon on the NoCRM node, select SmartSuite from the list of available apps, and choose the action you need from the list of nodes within SmartSuite.

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NoCRM

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SmartSuite

Authenticate SmartSuite

Now, click the SmartSuite node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your SmartSuite settings. Authentication allows you to use SmartSuite through Latenode.

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SmartSuite

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Run node once

Configure the NoCRM and SmartSuite Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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SmartSuite Oauth 2.0

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Select an action *

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The action ID

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Run node once

Set Up the NoCRM and SmartSuite 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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Save and Activate the Scenario

After configuring NoCRM, SmartSuite, 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 β€œRun once” and triggering an event to check if the NoCRM and SmartSuite integration works as expected. Depending on your setup, data should flow between NoCRM and SmartSuite (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect NoCRM and SmartSuite

NoCRM + SmartSuite + Slack: When a deal's status changes to 'Closed' in NoCRM, a new project is created in SmartSuite, and a notification is sent to a designated Slack channel to inform the team.

NoCRM + SmartSuite + Google Sheets: When a deal's status is updated in NoCRM, the corresponding project's status is updated in SmartSuite. The details of the deal change are also logged in a Google Sheet.

NoCRM and SmartSuite integration alternatives

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.

About SmartSuite

Use SmartSuite in Latenode to build flexible data workflows. Automate tasks like project management, CRM updates, or inventory tracking. Latenode adds custom logic, AI processing, and file handling to SmartSuite's structured data, creating scalable solutions that go beyond basic automation.

See how Latenode works

FAQ NoCRM and SmartSuite

How can I connect my NoCRM account to SmartSuite using Latenode?

To connect your NoCRM account to SmartSuite on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select NoCRM and click on "Connect".
  • Authenticate your NoCRM and SmartSuite accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically create SmartSuite projects from won NoCRM deals?

Yes, you can! Latenode lets you automate this process, instantly creating projects. This saves time and ensures seamless project handoffs, leveraging no-code blocks and custom JavaScript.

What types of tasks can I perform by integrating NoCRM with SmartSuite?

Integrating NoCRM with SmartSuite allows you to perform various tasks, including:

  • Create new SmartSuite records when deals reach a specific stage in NoCRM.
  • Update existing SmartSuite records with data from NoCRM activities.
  • Sync contact information between NoCRM leads and SmartSuite contacts.
  • Trigger NoCRM actions based on updates to SmartSuite project statuses.
  • Generate reports in SmartSuite using NoCRM sales data.

Can I use JavaScript to manipulate data between NoCRM and SmartSuite?

Yes! Latenode allows custom JavaScript code for advanced data transformations, providing unmatched flexibility beyond simple field mapping for complex integrations.

Are there any limitations to the NoCRM and SmartSuite integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex data transformations may require custom JavaScript coding.
  • Real-time synchronization depends on the API request limits of NoCRM and SmartSuite.
  • Initial setup requires familiarity with both NoCRM and SmartSuite data structures.

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