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Using CloudTalk with noCRM

Explore how calls are handled and how information is synced between CloudTalk and noCRM.

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Written by Valeriia Volobrinskaia
Updated today

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


Ready to configure the CloudTalk + noCRM integration?
Follow the step-by-step instructions in our Configure noCRM guide.

Calling from noCRM

Make Outbound Calls

With the Click-to-Call enabled, all lead phone numbers in noCRM become clickable. Clicking a number opens the CloudTalk desktop dialer with the number pre-filled, so you can call leads directly from their profile or from prospecting lists.

Calling from a lead profile

  1. Open a lead profile in noCRM.

  2. Click the phone number or Call button next to it.

  3. The CloudTalk desktop dialer will open with the number pre-filled.

  4. After the call ends, all details are automatically logged in the lead's activity timeline.

Calling from a Prospecting List

  1. Open a Prospecting List in noCRM.

  2. Click the Call icon next to a prospect's number.

  3. If the number isn't linked to an existing lead, CloudTalk will create a new one automatically.

  4. Call details and outcomes are tracked in the lead's history.

⚠️ Warning: Other dialer extensions or Chrome plugins may interfere with Click-to-Call. If calls don't launch in CloudTalk, try disabling competing extensions.

Receive Inbound Calls

When a lead calls your CloudTalk number, the incoming call appears in the CloudTalk app. Once the call is handled, it is automatically logged in the corresponding noCRM lead profile.

Call Logging & Export

CloudTalk automatically exports call activity into the noCRM lead timeline, giving you a complete interaction history in one place.

Logged call details include:

Field

Description

Direction

Inbound or outbound

Date & time

When the call took place

Duration

Length of the call

Agent

Agent who handled the call

Tags

Tags applied during the call

Notes

Notes added during after-call work

Recording link

Link to the recording (if enabled)

If an inbound call comes from a number not linked to any existing lead, CloudTalk will automatically create a new lead in noCRM and log the call against it.

Conversation Intelligence

When Conversation Intelligence (CI) is enabled in CloudTalk, AI-powered insights are also exported into the noCRM call log.

Exported CI data includes:

Field

Description

AI Call Summary

Short autogenerated summary of the call outcome

AI Sentiment

Automatically detected sentiment: Positive, Neutral, or Negative

AI Topics

Core themes discussed (e.g., pricing, onboarding, support)

AI Report Link

Direct link to the full AI Call Report in CloudTalk Analytics

SMS Logging

Logged SMS details include direction (sent/received), from/to numbers, sending agent (for outbound), timestamp, and message body.


Need help or have a question? Just reach out through our Support portal — we’re here for you.

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