Nutshell Integrations

  • Create Google Contacts for new Nutshell person entries

    Want all your Nutshell contacts to be added to Google Contacts as well? Now you can with this Nutshell-Google Contacts integration. Zapier will automatically take new contacts in Nutshell and send them to Google Contacts

    How it Works

    1. A person is added to Nutshell CRM
    2. Zapier automatically creates a contact in Google Contacts

    What you need

    • A Nutshell CRM account
    • A Google Contacts account
  • Add Nutshell people from new Gravity Forms submissions

    If you're adding people to Nutshell from form submissions you receive through Gravity Forms manually, you're wasting precious time. Setting up this Gravity Forms- Nutshell integration would solve that problem and make you more efficient, creating a new person on Nutshell every time you receive a new submission on Gravity Forms. Apply your energy to the rest of your work from then on, in complete confidence that Zapier automation will keep up with all your new information, no matter how busy it gets!

    How It Works

    1. A new Gravity Forms submission is received
    2. Zapier automatically adds a Nutshell person

    What You Need

    • Gravity Forms account
    • Nutshell account
  • Add Nutshell people for new or updated ActiveCampaign contacts

    Having a hard time tracking all those new subscribers? Make sure each and every one get the attention that they deserve by using this Nutshell-ActiveCampaign integration. After it’s been configured, a Nutshell person will be created for every new or updated contact on ActiveCampaign, keeping your CRM constantly and automatically updated, no matter what other urgent tasks are calling for your attention.

    How It Works

    1. A contact is added or updated on ActiveCampaign
    2. Zapier automatically adds a Nutshell person

    What You Need

    • ActiveCampaign account
    • Nutshell account
  • Add Nutshell people for new MailChimp subscribers

    If you want to do more than just send marketing emails to your MailChimp subscribers, this Nutshell-MailChimp integration can help you save some time while driving your pipeline. Once it’s been activated, a new person will be added on Nutshell every time you add a new subscriber to MailChimp, ensuring the user is included in all your other CRM workflows without taking any additional effort or time on your part!

    How It Works

    1. A new subscriber is added to MailChimp
    2. Zapier automatically adds a Nutshell person

    What You Need

    • MailChimp account
    • Nutshell account
  • Create Nutshell leads from new Typeform entries

    So manually adding all the new leads that came in overnight to your CRM isn’t your idea of a good time—what to do? This Typeform-Nutshell integration could be an option: once it’s been activated, it’ll watch Typeform for you, creating a lead on Nutshell for every new entry received on your form. That means less time shuffling data and more time spent on chasing down those deals!

    How It Works

    1. A new Typeform entry is received
    2. Zapier automatically adds a Nutshell lead

    What You Need

    • Typeform account
    • Nutshell account
  • Create Trello cards for new Nutshell leads

    Send your Nutshell CRM leads to Trello! Use this integration to automatically create a new card in Trello when a new lead is created in Nutshell. That way, your sales team's outreach list automatically populates with the hottest lead to chase.

    How It Works

    1. A lead is created in Nutshell
    2. Zapier automatically creates a card in Trello

    What You Need

    • A Nutshell CRM account
    • A Trello account, with a board and list already created
  • Add Pure Chat visitors to Nutshell as contacts

    Centralize all of your contacts from Pure Chat in your CRM. After you chat with a new lead or customer using Pure Chat, add them to Nutshell. Keeping all your contacts organized in one place saves time.

    How It Works

    1. A name and email is collected in Pure Chat
    2. Zapier sends the contact details to Nutshell

    What You Need

    • Pure Chat account
    • Nutshell account
  • Add new leads to Nutshell CRM on PlanSo Forms submissions

    No one wants to lose precious time doing manual entry of leads into their CRM, but Zapier can help. With a one time set up of this PlanSo to Nutshell CRM connection, form submissions are individually added as leads automatically.

    Note: This Zapier integration doesn't import already registered subscribers into Nutshell CRM—only new subscribers after you've set it up.

    How It Works

    1. A PlanSo Forms submission is sent
    2. Zapier creates a lead in Nutshell CRM

    What You Need

    • PlanSo Forms Pro and WordPress
    • Nutshell CRM account
  • Add Nutshell CRM contacts to a FreshMail mailing list

    Manage your customer contacts in Nutshell CRM and stay in touch with them using FreshMail email marketing tool. This zap syncs contacts from Nutshell and adds them to a FreshMail mailing list.

    How It Works

    1. A new contact is added to Nutshell
    2. Zapier will automatically add new contact to FreshMail list

    What You Need

    • Nutshell CRM account
    • FreshMail account
  • Create new leads in Nutshell CRM based on new replies received in Reply

    You have better things to do than log contact details by hand. Once you set up this automation, Zapier can capture everything from Reply, copying the contact information from every new response you receive into Nutshell CRM and creating a new lead in your account.

    How this Reply - Nutshell CRM integration works:

    1. A new reply is received in Reply
    2. Zapier automation creates a new lead in your Nutshell CRM account

    Apps involved:

    • Reply
    • Nutshell CRM
  • Create new leads in Nutshell CRM based on new emails sent in Reply

    Creating new leads by hand isn't the best use of your time. Activate this integration, and we can take over for you. It will then capture the information from every new email sent out from Reply, automatically creating a new lead for you on Nutshell CRM with every detail you need.

    How this Reply - Nutshell CRM integration works:

    1. A new email is sent in Reply
    2. Zapier automation creates a new leads in Nutshell CRM

    Apps involved:

    • Reply
    • Nutshell CRM
  • Subscribe new Nutshell CRM people to an AWeber list

    Copying and pasting your customers to an email list by hand? There's a better way - update your email marketing list automatically when new people are added to Nutshell CRM. This Zapier integration will create a new AWeber subscriber whenever a new person is created in Nutshell CRM.

    How it works

    1. A new person is created in Nutshell CRM.
    2. Zapier creates a new AWeber subscriber based on the person's data.

    What you need

    • Nutshell CRM account
    • AWeber account
  • Populate WebMerge documents for new leads in Nutshell CRM

    Need a way to automatically populate documents from Nutshell CRM? Set up this Nutshell-WebMerge integration, and whenever you add a new lead to Nutshell, Zapier will send the information over to your WebMerge template - automatically generating letters, quotes, contracts and more!

    Note: you will need a WebMerge account with a Document Template to use this Zap.

    How this Nutshell-WebMerge integration works

    1. A new lead is added to Nutshell CRM
    2. Zapier automatically sends the data to WebMerge and creates a document merge

    Apps involved

    • Nutshell CRM
    • WebMerge
  • Create Nutshell CRM contacts from new iRefer sign-ups

    If it’s just too much trouble to manually export a CSV file of sign-ups from iRefer and then import into Nutshell CRM, this Zapier integration will help. Turn it on and forget about it, new iRefer sign-ups will start to populate your CRM.

    How this iRefer-Nutshell CRM integration works

    1. Someone signs up to your iRefer campaign
    2. Zapier creates a new contact in Nutshell CRM

    Apps involved

    • iRefer account
    • Nutshell CRM account
  • Add new Bookafy customers to Nutshell CRM as leads

    Manage and track your lead very effectively and efficiently. Use Nutshell, a powerful CRM capable of handling any lead load you throw at it. This Bookafy-Nutshell CRM automation allows you to add new Bookafy customers automatically into Nutshell CRM as leads.

    How this Bookafy-Nutshell CRM integration works

    1. A new customer registers on Bookafy
    2. Zapier adds that individual to Nutshell CRM as a new lead

    Apps involved

    • Bookafy
    • Nutshell CRM
  • Subscribe people to SlickText lists when they're created as contacts in Nutshell CRM

    If you use Nutshell as your CRM, you may want to give new people the ability to be opted into a text messaging list on SlickText. This integration will automatically send a text message to new people created in Nutshell CRM asking if they want to join your list on SlickText.

    How It Works

    1. A new person is created in Nutshell CRM
    2. Zapier sends the person's information to SlickText and they are sent a text message asking them to opt in

    Apps involved

    • Nutshell CRM
    • SlickText
  • Add new Contap contacts to Nutshell CRM as Leads

    Keeping your favorite tools in sync can be challenging, especially when you are working with leads. Keep track of your Contap contacts and Nutshell CRM leads by leveraging this integration by Zapier. Once you connect the Contap-Nutshell CRM integration, every new contact you make from Contap will save to your Nutshell CRM account as a contact.

    Note: This Zapier integration is will not automatically add your existing contacts to your Nutshell CRM account, but new ones going forward once the integration is set up.

    How this Contap-Nutshell CRM integration works

    1. A Contap user adds a new contact on Contap
    2. Zapier adds that contact to Nutshell CRM as a lead

    Apps involved:

    • Contap
    • Nutshell CRM
  • Create new leads and people in Nutshell from new ScheduleOnce bookings

    So a contact's booked a meeting with you, but now you have to go to all the trouble of opening up your CRM and looking for that contact, creating the contact if they don't exist, and then creating a lead for the contact. Sick of repeatedly entering important information in Nutshell after it's already in ScheduleOnce? Stop worrying, and let Zapier do it for you.

    How this Nutshell-ScheduleOnce integration works

    1. A new booking is scheduled in ScheduleOnce
    2. Zapier looks for a person in Nutshell. If no person is found, Zapier creates a new person.
    3. Zapier creates a lead and associates the found or created person with your lead.

    Apps involved

    • ScheduleOnce
    • Nutshell CRM
  • Create Nutshell leads for new MailChimp subscribers

    If every new subscriber is a new opportunity, why are you wasting precious time by tracking them manually? Say hello to your new, more productive future by setting up this Nutshell-MailChimp integration. After that, you’ll see a new Nutshell lead created for each new MailChimp subscriber you add, automatically feeding your CRM with new names so you can focus on developing those connections instead of data entry.

    How It Works

    1. A new subscriber is added on MailChimp
    2. Zapier automatically adds a Nutshell lead

    What You Need

    • MailChimp account
    • Nutshell account

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

Nutshell Integration Details

Launched on Zapier August 10, 2012

Zapier combines Triggers (like "New Lead") and Actions (like "Create Company") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following Nutshell Triggers, Searches, and Actions are supported by Zapier:

New Lead

Triggers when a new Lead is created.

Lead Won

Triggers when a lead is won.

New Person

Triggers when new Person is created.

New Company

Triggers when new Company is created.

New Activity

Triggers when new Activity is created.

Create Company

Creates a new Company.

Create Person

Creates a new Person.

Update Lead

Updates an existing Lead.

Create Lead

Creates a new Lead.

Find Person

Finds an existing person.

Find Account

Finds an existing Account.

Find Lead

Finds an existing lead.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,000+ others.

Become a Zapier Integration Partner