HelpDesk + Nutshell

HelpDesk + Nutshell integrations

Create new Nutshell leads from new HelpDesk tickets

Streamline your customer service and sales efforts with this powerful workflow. When a new ticket arises in your HelpDesk, it will instantly create a lead in Nutshell, assisting your team to act promptly and efficiently. This seamless integration takes the manual effort out of data transfer, allowing you to focus on serving your valued customers and driving business growth.

When this happens...
New TicketTriggers when a new support ticket is created.
TriggerInstant
automatically do this!
Create LeadCreates a new Lead.
ActionWrite

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More things you can do with HelpDesk and Nutshell

Discover other triggers and actions you can use with HelpDesk and Nutshell

New Ticket
Triggers when a new support ticket is created.
Trigger
Instant
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Ticket Followers Changed
Triggers when followers change in a ticket.
Trigger
Instant
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Ticket Priority Changed
Triggers when ticket changes priority.
Trigger
Instant
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Ticket Tags Changed
Triggers when tags are changed in a ticket.
Trigger
Instant
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- ID
  Required
- Requester email
- Requester name
- Ticket subject
- Message text
- Ticket priority
- Assigned team
- Private message
- Tags
- People in the loop
- Ticket followers (agents)
- Upload transaction ID
Action
Write

- ID
  Required
- Tags
  Required
Action
Write
- Transaction ID
  Required
- File content
  Required
- File name
Action
Write

- ID
- Requester email
  Required
- Requester name
- Ticket subject
  Required
- Message text
  Required
- Requester author
- Ticket priority
- Assigned team
- Private message
- Tags
- People in the loop
- Ticket followers (agents)
- Upload transaction ID
Action
Search or write
Activity Logged
Triggers when an Activity is logged.
Trigger
Instant
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New Activity
Triggers when new Activity is created.
Trigger
Instant
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New Lead
Triggers when a new Lead is created.
Trigger
Instant
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- Name
  Required
- Email
- Phone
- Related person
- Url
- Street address
- City
- State
- Country
- Postal Code
- Company Type
- Tags
- Territory
- Industry
- Full address
Action
Write
- Lead Name
- Products
- Price
- Quantity
- Market
- Pipeline
- Assignee
- Related company
- Related person
- Sources
- Tags
- Competitors
- Note
Action
Write
- Previous Import
  Required
- CSV File
  Required
Action
Write
- Existing person
  Required
- Name
- Description
- Assignee
- Email Address
- Phone
- Url
- Audience
- Territory
- Street address
- City
- State
- Country
- Postal Code
- Tags
- Full address
- Related leads
- Add a note
Action
Write
- Find company by
  Required
Action
Search
- Find lead by
  Required
Action
Search
- Find company by
  Required
- Name
  Required
- Email
- Phone
- Related person
- Url
- Street address
- City
- State
- Country
- Postal Code
- Company Type
- Tags
- Territory
- Industry
- Full address
Action
Search or write
- Find lead by
  Required
- Lead Name
- Products
- Price
- Quantity
- Market
- Pipeline
- Assignee
- Related company
- Related person
- Sources
- Tags
- Competitors
- Note
Action
Search or write

Ticket Assignment Changed
Triggers when ticket changes assignment.
Trigger
Instant
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New Message in a Ticket
Triggers when there's a new message in a ticket.
Trigger
Instant
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Ticket Status Changed
Triggers when ticket changes status.
Trigger
Instant
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- Requester email
  Required
- Requester name
- Ticket subject
  Required
- Message text
  Required
- Requester author
- Ticket priority
- Assigned team
- Private message
- Tags
- People in the loop
- Ticket followers (agents)
- Upload transaction ID
Action
Write
- ID
  Required
- Ticket followers (agents)
  Required
Action
Write
- Ticket ID
Action
Write
- ID
- Requester email
Action
Search
Lead Won
Triggers when a lead is won.
Trigger
Instant
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New Company
Triggers when new Company is created.
Trigger
Instant
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New Person
Triggers when new Person is created.
Trigger
Instant
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- Agenda
- Activity type
  Required
- Start time
- End time
- Internal note
- People within Nutshell
- Users within Nutshell
- Meeting lasts all day
- Flag meeting as important
- Street address
- Street address line 2
- Street address line 3
- City
- State
- Country
- Postal code
- Address type
Action
Write
- Name
  Required
- Email Address
- Phone
- Related company
- Street address
- Street address 2
- City
- State
- Country
- Postal Code
- Tags
- Territory
- Audience
- Url
Action
Write
- Existing lead
  Required
- Outcome
  Required
Action
Write
- Existing company
  Required
- Name
- Description
- Assignee
- Revenue
- Employee Count
- Company Type
- Email Address
- Phone
- Url
- Tags
- Territory
- Industry
- Street address
- City
- State
- Country
- Postal Code
- Full address
Action
Write
- Existing lead
  Required
- Stage
- Confidence
- Close Date
- Expected close time
- Assignee
- Is Hot
- Tags
- Sources
Action
Write
- Email Address or Phone Number
  Required
Action
Search
- User email
  Required
Action
Search
- Email Address
  Required
- Name
  Required
- Phone
- Related company
- Street address
- Street address 2
- City
- State
- Country
- Postal Code
- Tags
- Territory
- Audience
- Url
Action
Search or write

About HelpDesk

HelpDesk is a ticketing software for effortless customer support

Learn moreLearn moreHelpHelp

Related categories

Customer Support

About Nutshell

Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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