Nutshell + Overloop

Add new Overloop prospects to Nutshell as leads

Manually managing leads between apps can be a headache. After you set up this workflow, whenever a new prospect enters your Overloop account, they get automatically sent to Nutshell as a new lead. That way, you can focus on the more important work in your pipeline.

When this happens...
Prospect Created
Triggers when a new prospect is created.
TriggerScheduled
automatically do this!
Create Lead
Creates a new Lead.
ActionWrite

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Supported triggers and actions

Deal Created
Triggers when a new deal is created.
Trigger
Scheduled
Try It
Deal Won
Triggers when a new deal is won.
Trigger
Scheduled
Try It
Campaign Created
Triggers when a new campaign is created.
Trigger
Scheduled
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Pipeline Created
Triggers when a new pipeline is created.
Trigger
Scheduled
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User Created
Triggers when a new user is created.
Trigger
Scheduled
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Organization Created
Triggers when a new organization is created.
Trigger
Scheduled
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Prospect Replied
Triggers when a prospect has replied for the first time.
Trigger
Scheduled
Try It

- Title
- Value
- Expected Close Date
- Owner
- PipelineRequired
- Prospect
- Organization
Action
Write
- Email
- Title
- First Name
- Last Name
- Jobtitle
- Phone
- Country
- State
- Zip
- City
- Organization
- Industry
- Description
- Website
- Linkedin Profile
- Lists
- Owner
Action
Write
- OrganizationRequired
- WorkflowRequired
Action
Write
- Prospect EmailRequired
Action
Write
- IDRequired
Action
Write
- First NameRequired
- Last NameRequired
- Company
- Domain
Action
Write
- IdRequired
- Name
- Website
- Phone
- Email
- Country
- City
- State
- Address
- Owner
- Description
Action
Write
- Expression to search…Required
Action
Search
- Expression to searchRequired
Action
Search
Lead Won
Triggers when a lead is won.
Trigger
Instant
Try It
New Company
Triggers when new Company is created.
Trigger
Instant
Try It
New Person
Triggers when new Person is created.
Trigger
Instant
Try It
- Agenda
- Activity typeRequired
- 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
- NameRequired
- Email Address
- Phone
- Related company
- Street address
- City
- State
- Country
- Postal Code
- Tags
- Territory
- Audience
- Url
- Full address
Action
Write
- Existing leadRequired
- OutcomeRequired
Action
Write
- Existing personRequired
- 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
- Company nameRequired
Action
Search
- Email Address
- Lead Number
Action
Search
- NameRequired
- Email
- Phone
- Related person
- Url
- Street address
- City
- State
- Country
- Postal Code
- Company Type
- Tags
- Territory
- Industry
- Full address
Action
Search or write
- Email Address
- Lead Number
- Lead Name
- Products
- Price
- Quantity
- Market
- Pipeline
- Assignee
- Related company
- Related person
- Sources
- Tags
- Competitors
- Note
Action
Search or write

Deal Lost
Triggers when a new deal is lost.
Trigger
Scheduled
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New Exclusion List Item
Triggers when a new exclusion list item is created.
Trigger
Scheduled
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List Created
Triggers when a new list is created.
Trigger
Scheduled
Try It
Stage Created
Triggers when a new stage is created.
Trigger
Scheduled
Try It
Workflow Created
Triggers when a new worklow is created.
Trigger
Scheduled
Try It
Prospect Created
Triggers when a new prospect is created.
Trigger
Scheduled
Try It
- ProspectRequired
- CampaignRequired
Action
Write
- NameRequired
- Website
- Phone
- Email
- Country
- City
- State
- Address
- Owner
- Description
Action
Write
- DealRequired
- WorkflowRequired
Action
Write
- ProspectRequired
- WorkflowRequired
Action
Write
- IDRequired
Action
Write
- IdRequired
- PipelineRequired
Action
Write
- IdRequired
- Title
- Value
- Expected Close Date
- Owner
- Pipeline
- Prospect
- Organization
Action
Write
- Id or emailRequired
- Email
- Title
- First Name
- Last Name
- Jobtitle
- Phone
- Country
- State
- Zip
- City
- Organization
- Industry
- Description
- Website
- Linkedin Profile
- Lists
- Owner
Action
Write
- NameRequired
Action
Search
- Expression to search…Required
Action
Search
Activity Logged
Triggers when an Activity is logged.
Trigger
Instant
Try It
New Activity
Triggers when new Activity is created.
Trigger
Instant
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Instant
Try It
- NameRequired
- 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
- Existing companyRequired
- Name
- Description
- Assignee
- Revenue
- Employee Count
- Company Type
- Owner
- Email Address
- Phone
- Url
- Tags
- Territory
- Industry
- Street address
- City
- State
- Country
- Postal Code
- Tags
- Full address
Action
Write
- Existing leadRequired
- Stage
- Confidence
- Close Date
- Expected close time
- Assignee
- Is Hot
- Tags
Action
Write
- Email Address or Phone NumberRequired
Action
Search
- User emailRequired
Action
Search
- Email AddressRequired
- NameRequired
- Phone
- Related company
- Street address
- City
- State
- Country
- Postal Code
- Tags
- Territory
- Audience
- Url
- Full address
Action
Search or write

About Nutshell

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

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

About Overloop

Conversations are the blood of your growth. Our CRM is designed to help you start more conversations and close more deals.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Nutshell + Overloop

Add new Overloop prospects to Nutshell as leads

Deal Created

Deal Won

Campaign Created

Pipeline Created

User Created

Organization Created

Prospect Replied

Create Deal

Create Prospect

Enroll Organization

Exclude Prospect

Mark Deal as Won

Search Email

Update Organization

Search Deal

Search Organization

Lead Won

New Company

New Person

Log Activity

Create Person

Update Lead Outcome

Update Person

Find Account

Find Lead

Find or Create Company

Find or Create Lead

Deal Lost

New Exclusion List Item

List Created

Stage Created

Workflow Created

Prospect Created

Add Prospect to Campaign

Create Organization

Enroll Deal

Enroll Prospect

Mark Deal as Lost

Move Deal

Update Deal

Update Prospect

Search List

Search Prospect

Activity Logged

New Activity

New Lead

Create Company

Create Lead

Update Company

Update Lead

Find Person

Find User

Find or Create Person

About Nutshell

Related categories

Similar apps

Streak

Close

Zapier Interfaces

About Overloop

Related categories

Similar apps

Zapier Interfaces