We know that noCRM is not the only Information System you use internally to manage your sales process, which is why we enable you to easily pre-fill data to create brand new leads inside your lead management software.
For example, you are in touch with someone on Zendesk and you've identified a business opportunity? Use the "New Lead URL" and add email info, name info, or whatever info you need to the URL to create a brand new lead, will all the data inside.
How does it work exactly?
If the URL of your lead is "https://SLUG.nocrm.io/leads/new", add more information to that URL in order to prefill the data you need with a phone, email, or even a tag. Important, the fields added to the URL need to be IDENTICAL to the ones predefined in your account.
For example:
e-mail -> &[email protected]
Company -> &Company=ACME
The full URL will look like this:
https://SLUG.nocrm.io/leads/[email protected]&Phone=123456789&Company=ACME
When doing this, the information will be placed in the corresponding fields of a lead inside noCRM.
⚠️ If you happen to have 2 different noCRM accounts, note that you can use this system to 'transfer' a lead from an account to another. You can create new Actions in the lead's Actions menu. One of these accounts could be to create a new lead in your other noCRM account: