Marketing
Less Annoying CRM by Maxmel Tech
17 min
less annoying crm is a simple, affordable crm designed for small businesses, offering lead management, tasks, calendar, and integrations integrating with make com enables users to automate workflows and connect customer data with other business tools efficiently 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 https //www lessannoyingcrm com/help 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, https //lessannoyingcrm com app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/less annoying crm community/ 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 enable api access if it is not already enabled create a new api key customize the permissions for the api key as needed (read, create, edit, or delete information) copy and securely store the generated api key immediately after creation, as it will not be retrievable later oauth instructions you must be registered as an integration partner to obtain oauth credentials login to your less annoying crm account using your credentials request to be registered as an integration partner with less annoying crm wait for less annoying crm to provide 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}} https //www make com/en/register , 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 docid\ so88fm6pkt0g adkddfzz 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 information easily create a task creates a brand new task in your selected app, allowing you to organize and manage your work more efficiently 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 accessible 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 make an api call allows you to make a custom, authorized api request to the service, enabling you to interact with any endpoint and perform actions that may not be covered by the standard modules search contacts searches for contacts in your database, letting you find specific individuals by entering their email address or relevant keywords search tasks finds and retrieves tasks based on your specified search criteria update a contact updates the details of a specific contact using their unique id update a task updates the details of a specific task and also gives you the option to mark the task as complete watch events triggers when a particular event you choose takes place, allowing you to start an automated workflow based on that event templates you can look for more templates in https //www make com/en/templates , 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 https //community make com/search?q=less%20annoying%20crm https //lessannoyingcrm com https //www lessannoyingcrm com/help https //account lessannoyingcrm com/api docs/v2/getting started/introduction https //www make com/en/integrations/less annoying crm community