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Customized lead actions

⚠️This feature is only available on the Expert & Dream Team Editions

Lead Actions is where you can add new custom actions to your lead's Actions menu. They're not only useful to feed your information system, but to also integrate your noCRM account with external apps such as WhatsApp, an IP phone, a software that sends SMS, and a lot more! Therefore, they help your sales team become more efficient by streamlining your sales process.

To add a personalized link to the "actions" menu of a lead, go to Admin panel > Integrations > Built-in Tools > Lead Actions Menu, and create an action that will point to a program you host. You can define several personalized actions. When clicking on "actions", it will open a new window with the target address.

Note that you can use Lead's variables (first name, phone number) to trigger specific actions, such as a call or a message.

Here are 3 examples of simple actions that can be added:

Google search

Create a new action and name it Google search.

Enter the URL:${lead_title}

LinkedIn search

(Assuming that you have first name and last name fields)

Create a new action and name it LinkedIn search. Enter the URL:${lead_f_first_name}%20${lead_f_last_name}

Fire off Whatsapp messages

How to set up WhatsApp

More and more companies talk to potential customers on WhatsApp and need to be able to easily send them a message from their lead management software. With the Customized Lead Actions of noCRM, you'll be able to launch WhatsApp Web in a click to fire off a message to a potential customer.

This only works from LEADS, not from prospects.

Setting it up is quite easy, simply follow these steps:

  1. Go to your Admin Panel
  2. Choose Integrations > Built-in tools > Lead actions menu
  3. Create a New action
  4. Enter the name Launch WhatsApp for example
  5. Enter the following URL:${lead_f_Phone} ⚠️ Replace Phone by your own phone default field.
  6. Save
  7. Enable the action you just created

⚠️ Please make sure that all phone numbers include the country code (without space). For example 44 or 0044 for Great Britain.

How to send a text message template through WhatsApp from noCRM

If you want to predefine text message templates to send through WhatsApp from noCRM, you will have to create as many customized lead actions as templates you need. To do so, follow the steps from 1 to 7 listed in the previous section and write your text message in the URL. You can also use the variables — other than phone — that you will find in that same section in noCRM.

Here's an example of text message template you can write using these variables:

Hello ${lead_f_Name}, thanks for contacting me and for your interest. I see that you are working
for the company ${lead_title} and had a look at your website ${lead_f_Website}. I will be more 
than happy to talk about your project and business needs. To do so, can you please send me 
an email to ${email} so I can share my calendar with you? This way, you can book 
the slot you prefer and invite everyone involved in the project. Thank you! ${firstname}

And this is how you need to procede to build the URL to create this template in your lead's Actions menu:${lead_f_Phone}&text=Hello%20${lead_f_Name},%20thanks%20for%20contacting%20me and so on...

And paste it in noCRM.

Based on this example, you can create any template you want. We recommend you write the URL outside noCRM and then copy paste it in noCRM once it is ready. To put a space between 2 words use %20.
Make sure you use the same variables predefined in your noCRM account.
This is a first version of the feature, we are working on making it more user-friendly, so keep up with noCRM!

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