This guide explains how to connect CloudTalk with noCRM so you can call leads, log call and SMS activity, and export AI-powered insights directly into your CRM.
User level: Admins, Agents, Supervisors
Before You Start
If you haven’t connected noCRM to CloudTalk yet, follow the steps here:
How to configure noCRM integration
Once the integration is active, you’ll be able to:
Call leads directly from noCRM with one click.
Receive inbound calls with contact details automatically displayed.
Log calls, SMS, tags, notes, and recordings in lead timelines.
Push AI-powered conversation insights (if CI is enabled).
Making and Receiving Calls
Setup prerequisites: To make sure click-to-call works smoothly, set CloudTalk as your default calling app on your computer and allow microphone access in your browser.
With the integration enabled:
Outbound calls – All lead phone numbers in noCRM become clickable. Clicking a number will open the CloudTalk desktop dialer with the number pre-filled. For setup and tips, see The Click-to-Call Extension. After the call ends, details such as call time, duration, tags, and notes are automatically logged in the lead’s activity timeline.
Inbound calls – When a lead calls your CloudTalk number, the incoming call is displayed in the CloudTalk app. Once handled, the call is logged in the corresponding noCRM lead profile.
Warning: Other dialer extensions or Chrome plugins may interfere with click-to-call. If calls don’t launch in CloudTalk, try disabling competing extensions.
Call Logging, SMS & Conversation Intelligence
CloudTalk automatically exports call and SMS activity into the noCRM lead timeline, so you have a complete history of interactions in one place.
Logged call details include:
Direction (inbound / outbound)
Date and time
Duration
Agent handling the call
Tags applied during the call
Notes added during after-call work
Recording link (if enabled)
Logged SMS details include direction (sent/received), from/to numbers, sending agent (for outbound), timestamp, and message body.
Conversation Intelligence
When Conversation Intelligence (CI) is enabled in CloudTalk, AI-powered insights are also exported into noCRM call logs.
Learn more about CI in our Conversation Intelligence overview.
CI data includes:
AI Call Summaries – A short, autogenerated summary describing the outcome of the call.
AI Sentiment – Automatically detected sentiment (Positive, Neutral, Negative).
AI Topics – Core themes discussed during the call (e.g., pricing, onboarding, support).
AI Report Link – A direct link to the full AI Call Report in the CloudTalk Analytics Dashboard.
Need help or have a question? Just reach out through our Support portal — we’re here for you.