Marketing
Less Annoying CRM by Maxmel Tech
17 min
less annoying crm is a user friendly, affordable crm for small businesses, offering contact, task, and calendar management integrating it with make com enables automated workflows, streamlining lead management, follow ups, and syncing data across business tools 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 support 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 be a capable programmer, 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 enable api access if it is not already enabled create a new api key customize the api key permissions as needed to allow read, create, edit, or delete access copy and securely store the generated api key, as it will not be retrievable after creation oauth instructions you must be registered as an integration partner with lacrm to use oauth log in to your less annoying crm account request registration as an integration partner with lacrm wait for lacrm 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}} 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 brand new contact to your list, allowing you to store and manage their details easily create a task creates a brand new task, allowing you to specify details such as the task name, description, due date, and other relevant information delete a contact permanently removes a specific contact from your account by using its unique id delete a task permanently removes a selected task from your account, helping you keep your task list up to date and clutter free 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 details make an api call executes a custom api request to the service, allowing you to interact with any authorized endpoint and perform actions not covered by the standard modules search contacts searches for contacts in your database by using either an email address or a keyword, making it easy to quickly find the people 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 change its details or mark it as completed watch events triggers when a particular event you’ve chosen takes place, allowing you to kick off automated workflows right when something important happens 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