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Integrating Nusii with LACRM

Nusii is a simple online proposal tool that allows you to create and send online proposals via email to your clients. Nusii's integration with Less Annoying CRM will import your CRM contacts into Nusii, and connect with a CRM pipeline to automatically move your clients through your workflow whenever a proposal is sent/accepted/rejected. Learn how to integrate Nusii with LACRM here:

  • Please note: this integration requires sharing your API credentials with Nusii, which grants Nusii programmatic access to your CRM account. You should only do this with programs that you trust.
  • First, create an account with Nusii (Nusii offers a 14-day free trial).
  • In your Nusii account, navigate to the Settings page to get to your Integrations page.
  • Select "Less Annoying CRM".
  • Go to LACRM, mouse over "Settings" and select "Programmer API." Generate a new API token using the button at the top of the page.
  • Return to Nusii.
  • Paste your LACRM API token and User code into Nusii.
  • (Optional) Hit the "Import Clients" button at the top of the page to add existing LACRM contacts to Nusii.
  • Choose the pipeline you'd like to connect to Nusii, and map out how Nusii should update your contact in that pipeline whenever a proposal is created, sent, accepted, or rejected.
  • Start creating your proposals in Nusii!
  • Keep in mind: in order to link a proposal to a contact in LACRM, that contact needs to be included as the "Less Annoying contact" for that proposal.
  • Please note: we are only able to offer support for the CRM. If you have questions about Nusii or this integration, you'll need to contact Nusii directly.

See a full list of all our integrations here.

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Keywords:
Proposal generator, online proposals, integration
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