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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.
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Create a New Scenario to Connect NoCRM and SmartSuite
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 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.
NoCRM
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.
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.
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.
Set Up the NoCRM and SmartSuite Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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SmartSuite
Trigger on Webhook
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NoCRM
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring NoCRM, SmartSuite, 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 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.
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.
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 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.
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How can I connect my NoCRM account to SmartSuite using Latenode?
To connect your NoCRM account to SmartSuite on Latenode, follow these steps:
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:
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: