How do I connect noCRM.io?
You need two things: your noCRM.io subdomain and an API key. Ask the Connector Agent to connect noCRM.io and enter both in the secure form; the key never reaches the agent. Then select the data and set the refresh schedule.
Which noCRM.io data does Querri read?
Leads, follow-ups, activities, pipelines, steps, categories, predefined tags, client folders, custom fields, prospecting lists, users and teams. Webhook settings and webhook events come over too, though most questions start from leads and follow-ups.
How often does noCRM.io data refresh?
Querri reloads your selected noCRM.io data in full on each sync. Set it to run daily, weekly or monthly, or run it by hand when you need a fresh copy before a pipeline review.
Can I report on noCRM.io leads by team?
Yes. Users and teams come over with the leads, so you can ask for lead counts, step movement or follow-up activity by team. Querri's own sharing settings then decide which team leads see which rows.
Does Querri change anything in noCRM.io?
No. Querri only reads from noCRM.io. It never creates, edits or deletes records there, and every answer runs on Querri's own copy of the data.
Is my noCRM.io data secure in Querri?
Yes. Querri is SOC 2 Type II, HIPAA and ISO 27001:2022 certified, credentials are stored encrypted, and your data is never used to train a model.