Use NoCRM.io from Claude
Add the NoCRM.io connection to a Space that runs Claude, then use it from every channel in that Space.
ConnectorNoCRM.io
NoCRM.io integration for Claude and Codex
Connect NoCRM.io once, then control which Spaces can use its approved tools and data without pasting credentials into prompts or threads.
CategorySales & CRM
Use NoCRM.io from Codex
Add the NoCRM.io connection to a Space that runs Codex, then use it from every channel in that Space.
Use NoCRM.io from Sidekick
Connect your own OpenClaw to Sidekick while type.com provides the conversations, permissions, connections, skills, and automations.
Sales & CRM
What the NoCRM.io connector can do
NoCRM.io keeps sales reps focused on moving leads forward instead of filling out CRM fields. In type.com, a sales team can ask Claude to tag a lead, add a note after a call, reassign ownership, or update a lead's status, all without opening a separate sales tool.
One connection, many Spaces
Connect NoCRM.io once, then decide which Spaces can use it in threads, skills, automations, and coding work.
What teams do with NoCRM.io in type.com
Tag leads for quick filtering
Add one or more tags to a lead right after a call, so the pipeline stays organized without a manual cleanup pass later.
Add the tag 'hot lead' to lead 5521 in NoCRM.io after today's demo call.
Log call notes without switching tools
Append a quick note to a lead's description to capture what happened on a call, keeping the history intact instead of overwriting it.
Append 'Left voicemail, will try again Thursday' to lead 7733's description in NoCRM.io.
Reassign a lead to the right rep
Assign a lead to a different user when ownership changes, triggering the standard assignment notification for the new owner.
Assign lead 6610 in NoCRM.io to Sarah, she's taking over this account.
Representative actions
- Add a tag to a lead
Attaches one or several tags to a chosen lead, making the pipeline easier to filter later.
- Append to lead's description
Adds text to a lead's description without overwriting what's already there, useful for logging a quick update.
- Assign Lead to User
Reassigns a lead to a different user, triggering the standard assignment notification.
- Change Lead Status to Cancelled
Marks a lead as cancelled once no further follow-up is needed.
- Change lead status standby
Marks a lead as standby when the next contact should happen after a set number of days.
Connection
API and auth details
noCRM.io provides a REST API for lead-management workflows. Integrations can create, update, retrieve, and delete leads; manage users, activities, tags, steps, comments, files, and events; and subscribe to webhooks using API keys or user tokens with account subdomains.
- Source
- type.com catalog metadata
- Auth schemes
- API key
- API docs
- https://www.nocrm.io/api
- Official site
- https://www.nocrm.io/
FAQ
Questions people ask before connecting NoCRM.io
Can Claude update leads in NoCRM.io?
Yes. With a NoCRM.io connection shared to a type.com Space, Claude can tag leads, add notes, reassign ownership, or change a lead's status, all from a thread your sales team shares.
How do I authenticate NoCRM.io in type.com?
NoCRM.io uses an API key tied to your account subdomain, added once by an admin when the connection is created. Reps never enter credentials into a prompt.
Can NoCRM.io follow-ups run on a schedule?
Yes. A recurring task, such as moving stale leads to standby every Friday, can be set up as a type.com automation.
Is this the same as an MCP server for NoCRM.io?
Not exactly. type.com uses connectors and connections to give selected Spaces access to approved app tools and data. Some connectors use hosted MCP, while others use OAuth, API keys, service accounts, or custom APIs.
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