Supercharge nocrm.io - Accelerate your Sales
FunnelFLARE adds some killer features to nocrm.io:
- Sales calls
- Call completion automation
- Scheduled contact sync
- Appointment scheduling
- Lead scoring
- etc
If you are interested in trying this out, get your FREE trial account here: Click For Free Trial
FunnelFLARE Lead Insights for nocrm.io
To get the most out of FunnelFLARE and nocrm.io, your first step should be to install the FunnelFLARE Lead Insights Chrome extension. This adds outbound call tracking, prospect and account overlays into nocrm.io.
The Basics
Data flowing to nocrm.io from FunnelFLARE happens when a prospect does something that FunnelFLARE is tracking. For example, a prospect fills out a form, this could create a new deal in nocrm.io.
Note:Data flowing FROM nocrm.io to FunnelFLARE is handled automatically using the Import Scheduler (Contacts-CRM Contact Updates).
The CRM Contact Update system sets up the connection between nocrm.io to FF. It is not a scheduler ... there is a real-time update from nocrm.io to FF whenever a contact is updated in nocrm.io.
Setting Up nocrm.io and FunnelFLARE Communication
In nocrm.io
Step 2:
Create an API key
Step 3:
Copy the API Key
In FunnelFLARE
If you do not have an account yet ... get your FREE trial account here: Click For Free Trial
Step 1:
In FunnelFLARE Administration-Account Settings-Integrations-Third Party Applications, click 'Add Application'
Step 2:
Choose nocrm.io
Step 3:
Whenever a contact is pushed to nocrm.io from FunnelFLARE, the standard and custom fields in FunnelFLARE can be mapped to the standard/custom fields in nocrm.io. You must set this mapping up for FunnelFLARE to know which fields to update in nocrm.io. In the Account Settings (Administration-Account Settings), scroll down to the Integrations Tab.
There should be a button called nocrm.io Field Mapping. Click this.
You can map FunnelFLARE fields to nocrm.io Fields:
In FunnelFLARE
If you do not have an account yet ... get your FREE trial account here: Click For Free Trial
Importing Contacts From nocrm.io - FunnelFLARE
After nocrm.io has been linked to your account, importing contacts is easy. In FunnelFLARE, browse to Contacts-Import Contacts. You should see an option for pulling contacts from nocrm.io:
You will be given full control over what to do if contacts exist, what fields map to what, etc.
Automatically update contacts in FunnelFLARE from nocrm.io
One of the more powerful features of the FunnelFLARE-nocrm.io integration is the ability to update contacts in FunnelFLARE automatically. To automatically push changes from nocrm.io to FunnelFLARE, use the contact import scheduler (Contacts-CRM Contact Updates ). nocrm.io will update FunnelFLARE whenever a contact is changed in nocrm.io. The import scheduler filter system allows you to have full control over what gets data and which contacts are automatically updated in FunnelFLARE.
Note: as with any import, FunnelFLARE will never delete data as a result of an import. Most fields will 'update' as a result of an import with the exception of phone numbers and email addresses. As a contact can have more than one email address, an import will add email addresses and phone numbers to the existing list.
Click To Call
As FunnelFLARE is a call tracking platform, you can do outbound call tracking from within nocrm.io.
Using the Chrome Extension
In FunnelFLARE
Step 1:
Buy at least on call tracking number. (Assets-Call Tracking Numbers).
In nocrm.io:
You do not have to do a thing!! You are set. No magic. Purchase a call tracking number in FunnelFLARE and you are set.
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