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
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.
💡 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.
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.
If you need further assistance or have any questions, you can contact our Support team. We are always here to help you!