You are viewing beta documentation for Formie 4.x.
CRM

NoCRM

Follow the below steps to connect to the NoCRM API.

Step 1. Create the Integration

  1. Navigate to FormieSettingsCRM.
  2. Click the New Integration button.
  3. Select NoCRM as the Integration Provider.

Step 2. Connect to the NoCRM API

  1. Go to NoCRM and login to your account.
  2. Click on your profile dropdown on the top-right of the screen, and select Admin Panel.
  3. Under Integrations click on the API Keys button.
  4. Click the Create API Key button.
  5. Copy the API Key from NoCRM and paste in the API Key field in Formie.
  6. Enter the full domain (including https://) for your NoCRM account in the Domain field in Formie.

Step 3. Test Connection

  1. Save this integration.
  2. Click on the Refresh button in the right-hand sidebar.

Step 4. Form Setting

  1. Go to the form you want to enable this integration on.
  2. Click the Integrations tab.
  3. In the left-hand sidebar, select the name you gave the integration.
  4. Enable the integration and fill out all required fields.
  5. Click Save to save the form.