Less Annoying CRM by Maxmel Tech

less annoying crm is a simple, user friendly customer relationship management tool designed for small businesses integrating it with make com streamlines contact management, automates workflows, and enhances productivity by connecting crm data with other business apps this is ai generated content based on official less annoying crm documentation the content may still contain errors—please verify important information if you have questions, contact less annoying crm directly how to get support on less annoying crm less annoying crm is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=less%20annoying%20crm\&app slug=less annoying crm community\&app unique id=less annoying crm libp8s requirements to use the less annoying crm app in make, you must have an active account and an api key or be registered as an integration partner for oauth access, create your account on less annoying crm app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page click the install button follow the on screen instructions to complete the setup connect less annoying crm and {{product name}} to get started, you must first create a connection between less annoying crm and {{product name}} , allowing the two services to communicate you can connect using the following method api key,oauth api key instructions you need to create and retrieve your api key from the programmer api settings page log in to your less annoying crm account navigate to the programmer api settings page locate the section to manage api keys create a new api key if you do not already have one view and copy the newly generated api key note that the api key will be shown only once and cannot be retrieved again after creation oauth instructions you must be registered as an integration partner with lacrm to obtain oauth credentials login to your platform using your credentials request to be registered as an integration partner with lacrm once registered, lacrm will provide you with your oauth credentials some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=less%20annoying%20crm\&app slug=less annoying crm community\&app unique id=less annoying crm libp8s create the connection in {{product name}} log in in your make account , add the less annoying crm module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your less annoying crm or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see connect an application page less annoying crm modules after connecting to the less annoying crm app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a contact adds a new contact to your chosen platform, allowing you to store and manage their details for future communication create a task creates a brand new task, allowing you to specify details such as the task name, description, and other relevant information delete a contact deletes a specific contact from your account by using its unique id delete a task permanently removes a selected task from your account, ensuring it is no longer available or visible in your task list get a contact fetches detailed information about a specific contact using their unique id get a task fetches detailed information about a specific task, allowing you to view all its associated data make an api call allows you to make any authorized api request to the service, enabling you to access endpoints and features that may not be covered by the standard modules search contacts searches for contacts by allowing you to enter an email address or a specific keyword, making it easy to find the contact information you need search tasks finds and retrieves tasks that match your specified search criteria update a contact updates the details of an existing contact using their unique id update a task updates a specific task, giving you the option to mark it as complete watch events triggers when a particular event you’ve chosen takes place, allowing you to kick off automated actions in response templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} less annoying crm resources you can have access to more resources related to this app on the following links less annoying crm topics on make community less annoying crm website less annoying crm documentation less annoying crm api documentation less annoying crm page on make