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Connect Softr and NoCRM in minutes with Latenode.
Create Softr to NoCRM workflow
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Create a New Scenario to Connect Softr 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 Softr, triggered by another scenario, or executed manually (for testing purposes). In most cases, Softr or NoCRM will be your first step. To do this, click "Choose an app," find Softr or NoCRM, and select the appropriate trigger to start the scenario.
Add the Softr Node
Select the Softr node from the app selection panel on the right.
Softr
Add the NoCRM Node
Next, click the plus (+) icon on the Softr node, select NoCRM from the list of available apps, and choose the action you need from the list of nodes within NoCRM.
Softr
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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 Softr 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 Softr and NoCRM 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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NoCRM
Trigger on Webhook
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Softr
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Softr, 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 Softr and NoCRM integration works as expected. Depending on your setup, data should flow between Softr and NoCRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Softr + NoCRM + Google Sheets: When a new lead is created in Softr, it is added to NoCRM as a prospect, and the lead's information is also recorded in a Google Sheet for reporting purposes.
NoCRM + Softr + Slack: When a lead's status is changed to 'Closed' in NoCRM, Softr can display a success message using its API (not directly available, so we skip), and Slack will announce the win in a specified channel.
About Softr
Use Softr in Latenode to build custom web apps and client portals, then automate data flow between them and your backend. Update Softr content via Latenode workflows triggered by external events or scheduled tasks. Simplify app deployment and maintenance; connect it to other services for a seamless user experience.
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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 Softr account to NoCRM using Latenode?
To connect your Softr account to NoCRM on Latenode, follow these steps:
Can I automatically create NoCRM leads from Softr form submissions?
Yes, you can! Latenode lets you automate lead creation, streamlining sales. Trigger workflows from Softr, instantly creating qualified leads in NoCRM. Save time and improve lead management!
What types of tasks can I perform by integrating Softr with NoCRM?
Integrating Softr with NoCRM allows you to perform various tasks, including:
How easily can I handle complex data transformations from Softr to NoCRM?
Latenode offers advanced data manipulation and JavaScript blocks, enabling seamless transformations. Map, filter, and modify data to precisely fit NoCRM's requirements.
Are there any limitations to the Softr and NoCRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: