Less Annoying CRM
If your customers live in Less Annoying CRM, connect it once and your Chief of Staff can work in it from any chat in the workspace.
Less Annoying CRM is rolling out gradually. If searching for it on your Integrations page finds nothing, it isn't turned on for your workspace yet.
What your Chief of Staff can do in it
It can use everything Less Annoying CRM lets an API key do. Ask in plain words, for example "log that I emailed Jane yesterday" or "move every Acme deal to Won".
Contacts and companies
- Find people and companies by name, email, phone, company, owner, or date added, and read the full record, including your own custom fields.
- Add a contact or company, update it (custom fields, birthday, or who it's assigned to), or delete it.
History and follow-ups
- Add, edit, or delete notes.
- Create, edit, complete, or delete tasks, and list what's due on any dates.
- Create, move, edit, or delete calendar events, with contacts or teammates as attendees.
- Log an email you sent or received on a contact's history. This only records it; nothing is sent.
- Attach a file from your MarketingSecrets library to a contact, list a contact's files, get a download link, or remove a file.
Groups and relationships
- Add contacts to groups or take them out, and create, rename, or delete groups.
- Link two contacts (for example "referred by" or "business partner"), edit the note on that link, or remove it.
Pipelines
- See your pipelines, their stages, and the items in each one, filtered by stage, owner, or field.
- Add a contact to a pipeline, move it to another stage (optionally running the automations you set up for that stage), and delete one item or up to 25 at a time.
- Create, rename, or delete pipelines and their stages.
Account settings
- Create, edit, or delete custom fields. This changes the account for every user, so only Less Annoying CRM admins can do it.
- See your users and calendars, and create, edit, or delete teams.
- Set up webhooks that send CRM events to your own tools, list them, or delete them. MarketingSecrets doesn't receive these webhooks yet. The address must be an https URL that answers Less Annoying CRM's setup check.
Nothing changes without your yes. Before it adds, changes, or deletes anything, your Chief of Staff shows you exactly what will happen, then waits for you to confirm. A new contact also comes with anyone already in the CRM who looks like the same person. A delete preview names every record that will go. Deleting a contact removes it and its history, but its tasks stay on your task list. Deleting a pipeline archives it, and its items disappear from your contacts.
How to connect it
- In Less Annoying CRM, open Settings, then Programmer API, and create a new API key. Copy it right away: Less Annoying CRM only shows a key once.
- In MarketingSecrets.ai, open Chief of Staff → Manage → Integrations.
- Find the Less Annoying CRM card: search for "Less Annoying", or pick the CRM category and open the API Key Apps tab.
- Tap Connect on the card, paste the key, and tap Connect again.
- We check the key with Less Annoying CRM before saving it. If it's accepted, the card moves to your Connected apps and shows the name of the Less Annoying CRM user the key belongs to.
The key is stored encrypted and is never shown again, not even to you. The connection belongs to the workspace, so everyone on the team works with the same CRM through it. New contacts are assigned to the Less Annoying CRM user who created the key, unless you ask for someone else.
Your Chief of Staff can only do what the key is allowed to do. If you created a read-only key in Less Annoying CRM, it can look things up but not save anything.
If it says "Reconnect required"
That means Less Annoying CRM refused the saved key: it was deleted, or API access was turned off for your account. Create a new key in Less Annoying CRM, tap Reconnect on its card in your Connected apps, and paste it.
Disconnecting
Tap Disconnect on its card in your Connected apps, then tap Confirm. The saved key is deleted straight away. Nothing in your Less Annoying CRM account changes; to revoke the key on their side as well, delete it under Settings → Programmer API in Less Annoying CRM.