Nutshell

Nutshell Help & Support

  • How to Get Started with Nutshell CRM
  • Popular Things To Do With Nutshell CRM
  • Common Problems with Nutshell CRM

How to Get Started with Nutshell CRM

The first thing you'll need to do to get started with hooking up Nutshell CRM with Zapier and hundreds of other services is to add your Nutshell CRM Account to Zapier. Click to add a Nutshell CRM account in your Zap.

Connect Nutshell CRM to Zapier

Next you will give your new Account a name or label, which is just a handy name for you to recognize within Zapier. It doesn't matter what you name it.

Give your Nutshell CRM account a title

You should then log into your Nutshell CRM account at nutshell.com and retrieve your API key.

Log into your Nutshell CRM account

Next you will navigate to your API key. It is found in under Setup->API key.

Note: You must select "API + user impersonation" in order for this to work properly.

Retrieve your Nutshell CRM API key

After retrieving your API key, enter it into the "API Key" field under your Account title field.

Zapier tests your account

Confirming your Nutshell CRM API key finishes the process! Your Nutshell CRM account is now connected to Zapier.

Popular Things To Do With Nutshell CRM

Create Google Contacts for new Nutshell person entries

Nutshell + Google Contacts

Try It

Add Nutshell people from new Gravity Forms submissions

Gravity Forms + Nutshell

Add Nutshell people for new or updated ActiveCampaign contacts

ActiveCampaign + Nutshell

Add Nutshell people for new MailChimp subscribers

Mailchimp + Nutshell

Create Nutshell leads from new Typeform entries

Typeform + Nutshell

Create Trello cards for new Nutshell leads

Nutshell + Trello

Common Problems with Nutshell CRM

My contact is missing fields#

If you're using the scanner tool in Nutshell, there's a delay between the contact being created from the card and all of the data elements being transcribed. So, if the zap picks it up before certain fields are filled out, they can be sent as "blanks" to the action app. We can slow down the zap for you so it runs less frequently but has a better chance of being fully transcribed. Just email us at contact@zapier.com.

500 Error when testing triggers#

This is due to the way you've provisioned your API Keys on the Nutshell side. When creating your API Key, you'll need to select the "API Access + User Impersonation" option in order to test triggers in Zapier properly:

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