Need a better way to visualize your leads on Nutshell? Try setting up this Nutshell CRM Kanban Tool integration to automate the connection with Kanban Tool from then on. Once you do, every new lead on Nutshell CRM will automatically create a new card on Kanban Tool, keeping up with every opportunity to give you the best shot at sealing those deals.
How It Works
- A new lead is created on Nutshell CRM
- Zapier automatically creates a new card on Kanban Tool
What You Need
- Nutshell CRM account
- Kanban Tools account
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Triggers when a new card is added.
Adds card to Kanbantool from another your service
Triggers when a new Lead is created.
Creates a new Company.
Triggers when a lead is won.
Creates a new Person.
Triggers when new Person is created.
Updates an existing Lead.
Triggers when new Company is created.
Creates a new Lead.