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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.

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.

  1. When this happens...
    OverloopOverloop
    Prospect Created

    Triggers when a new prospect is created.

    TriggerScheduled
  2. automatically do this!
    NutshellNutshell
    Create Lead

    Creates a new Lead.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Overloop triggers, actions, and search

    Deal Created

    Triggers when a new deal is created.

    Trigger
    Scheduled
    Try It
  • Overloop triggers, actions, and search

    New Exclusion List Item

    Triggers when a new exclusion list item is created.

    Trigger
    Scheduled
    Try It
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nutshell-crm logo

About Nutshell

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

Related categories

  • CRM (Customer Relationship Management)

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overloop logo

About Overloop

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

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