We are going to explain to you in a very easy, simple and fast way, how companies can link WhatsApp with NoCRM, using the Callbell API.

For this to be possible you must meet 2 requirements, the first is to have a Callbell account and the second, a NoCRM account .

WhatsApp <--> NoCRM

What is NoCRM?

NoCRM was created by merging traditional CRM tools focused only on marketing and sales teams. In this way it was decided to come up with a better solution that brought together different features of the many previously existing programs. So, here is the perfect program created.

This platform is designed to close deals with customers, maximizing sales. This is how this platform has the ability to manage contacts, automating sales processes, saving information, sending emails, integrating with other platforms like Callbell and much more.

WhatsApp <--> NoCRM

What is Callbell?

Callbell is a SaaS platform focused on communication between companies and customers through messaging apps. It is a collaborative chat tool to which companies can link their Facebook page, a WhatsApp account through the WhatsApp Business API , Instagram business and Telegram , to centralize support channels and provide a better customer experience to the final client, all in a single centralized solution.

How to integrate WhatsApp to NoCRM – Main method

To do so, you just have to follow these steps:

1) Create a Callbell account and integrate WhatsApp

2) Create an account in NoCRM.

A Once these tasks are done, you can start using the Callbell API documentation to link your WhatsApp Business account to NoCRM according to what you need.

There are some common cases for companies wanting to link WhatsApp to NoCRM , one of them is contact management and synchronization. These types of operations are possible due to the section of the Callbell API documentation dedicated to contacts. 

With this it will be possible, for example, to automatically synchronize the WhatsApp contacts generated in Callbell with the contacts section of NoCRM (and vice versa).

WhatsApp <--> NoCRM

How to integrate WhatsApp to NoCRM with Zapier – Alternative method

Zapier is a platform that integrates multiple apps with each other and this makes it possible to connect them. It works by creating “ zaps ”, that is, automation rules that are activated by certain events (such as, for example, the notification of a message, the creation of new items in a list, the reception of messages, etc.).

When a “zap  is executed, Zapier can trigger a specific action, (such as creating a new lead in a CRM).

If you feel that your IT team cannot do this work, or you want to save your time in the implementation, you can use the official Callbell integration in Zapier to connect WhatsApp with NoCRM . One of the strongest advantages in using Zapier is the ease and speed of integration. The downside is instead the cost of Zapier.

Connect WhatsApp to NoCRM
With the Callbell – NoCRM integration through Zapier , companies can automatically create new contacts in NoCRM by leveraging Callbell Webhooks and also update existing contact information in NoCRM based on customer interactions through Callbell.

This allows companies to have a better, comprehensive and modernized view of customer interactions and better understand their needs and preferences.

To achieve this, what you will have to do is:

1) Create a Callbell account and integrate WhatsApp

2) Create an account in NoCRM

3) Create a Zapier account

Once you manage to carry out these steps, you will only have to link Callbell and NoCRM with Zapier and program the necessary “ zaps ” for the operations you want.

Frequent Questions
What is NoCRM?
NoCRM is an application or platform for the management of leads and clients developed and designed for SMEs and micro-enterprises designed to help their sales representatives convert business opportunities into real clients. In summary, the NoCRM tool helps sales teams to focus more on their work and not waste so much time filling in long forms.

Unlike other CRMs that practically make teams fill in a lot of information before they can manage a lead, this tool allows you to create, in a matter of seconds, opportunities from a business card, an email, a page of LinkedIn or a database.

What is Callbell?
Callbell is a SaaS platform focused on communication between companies and customers through messaging apps. It is a collaborative chat tool to which companies can link their Facebook page, a WhatsApp account through the WhatsApp Business API , Instagram business and Telegram , to centralize support channels and provide a better customer experience to the final client, all in a single centralized solution.
964aef37cbd523c1a8d2250157bf3829?s=100&d=mm&r=g - How to connect WhatsApp to NoCRM | Callbell

About the author: Hello! I am Alan and I am the marketing manager at Callbell, the first communication platform designed to help sales and support teams to collaborate and communicate with customers through direct messaging applications such as WhatsApp, Messenger, Telegram and Instagram Direct