CloudTalk’s native integration with noCRM lets you call leads directly from the CRM, track calls and SMS in the lead timelines, and export AI-powered call summaries without switching tools.
Once connected, your team can call prospects, log conversations, and follow up faster using CloudTalk’s desktop app or Click-to-Call extension.
Integration Setup
If you haven’t connected noCRM to CloudTalk yet, follow the steps here:
How to configure noCRM integration
Once the integration is active:
All lead phone numbers become clickable (click-to-call)
You can launch the CloudTalk desktop dialer from within noCRM
Call logs, tags, notes, and recordings sync automatically to the lead profile
Missed call notifications and activity tracking are enabled via noCRM settings
Making and Receiving Calls
You can easily place calls from noCRM using Click-to-Call with the CloudTalk desktop app:
Click the Call button next to a lead’s number - this will open the CloudTalk desktop dialer with the number pre-filled.
After the call ends, key details such as call time, duration, notes, and outcomes will be logged automatically in the lead’s activity timeline.
To enable this:
Make sure CloudTalk is set as your default calling app on your computer.
In your browser, allow microphone access and confirm CloudTalk is the default for opening phone links.
Call Logging, SMS & Conversation Intelligence
Calls made via CloudTalk are automatically logged in the lead’s Activity history in noCRM.
Logged call details include:
Call date and time
Duration
Tags and notes
Recording link
AI-generated summary (if CI is enabled)
Conversation Intelligence
CloudTalk exports:
AI Call Summaries - A short (1–2 sentence) autogenerated summary describing the key outcome or purpose of the call.
AI Call Sentiment - Automatically detected sentiment of the conversation (Positive, Neutral, or Negative)
AI Call Topics – Core topics or themes discussed during the call (e.g., pricing, onboarding, product issue).
AI Details Link - A direct link to the full AI Call Report in the CloudTalk Analytics Dashboard (for deeper review).
This appears in the relevant lead timeline for faster follow-up.
SMS Push
SMS sent via CloudTalk also appears in the noCRM lead history.
If you need further assistance or have any questions, you can contact our Support team. We are always here to help you!