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