Nutshell + Proximity

Nutshell + Proximity integrations

Create new Nutshell persons whenever Proximity memberships change

Streamline your workspace with this efficient workflow. When a membership status changes in the Proximity app, it will initiate the creation of a new person in Nutshell. This automatic process ensures that your customer relationship management is accurate and up-to-date, relieving you from manual data entry tasks and saving you valuable time.

When this happens...
Membership ChangedTriggers when a membership changes at your space.
TriggerInstant
automatically do this!
Create PersonCreates a new Person.
ActionWrite

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More things you can do with Proximity and Nutshell

Discover other triggers and actions you can use with Proximity and Nutshell

- Space
  Required
Trigger
Instant
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- Space
  Required
Trigger
Instant
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- Space
  Required
Trigger
Instant
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- Space
  Required
Trigger
Instant
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- Space
  Required
Trigger
Instant
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Activity Logged
Triggers when an Activity is logged.
Trigger
Instant
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New Activity
Triggers when new Activity is created.
Trigger
Instant
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New Lead
Triggers when a new Lead is created.
Trigger
Instant
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- Name
  Required
- 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
- Previous Import
  Required
- CSV File
  Required
Action
Write
- Existing person
  Required
- 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
- Find company by
  Required
Action
Search
- Find lead by
  Required
Action
Search
- Find company by
  Required
- Name
  Required
- Email
- Phone
- Related person
- Url
- Street address
- City
- State
- Country
- Postal Code
- Company Type
- Tags
- Territory
- Industry
- Full address
Action
Search or write
- Find lead by
  Required
- Lead Name
- Products
- Price
- Quantity
- Market
- Pipeline
- Assignee
- Related company
- Related person
- Sources
- Tags
- Competitors
- Note
Action
Search or write

- Space
  Required
Trigger
Instant
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- Space
  Required
Trigger
Instant
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- Space
  Required
Trigger
Instant
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- Space
  Required
Trigger
Instant
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Lead Won
Triggers when a lead is won.
Trigger
Instant
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New Company
Triggers when new Company is created.
Trigger
Instant
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New Person
Triggers when new Person is created.
Trigger
Instant
Try It
- Agenda
- Activity type
  Required
- 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
- Name
  Required
- Email Address
- Phone
- Related company
- Street address
- Street address 2
- City
- State
- Country
- Postal Code
- Tags
- Territory
- Audience
- Url
Action
Write
- Existing lead
  Required
- Outcome
  Required
Action
Write
- Existing company
  Required
- Name
- Description
- Assignee
- Revenue
- Employee Count
- Company Type
- Email Address
- Phone
- Url
- Tags
- Territory
- Industry
- Street address
- City
- State
- Country
- Postal Code
- Full address
Action
Write
- Existing lead
  Required
- Stage
- Confidence
- Close Date
- Expected close time
- Assignee
- Is Hot
- Tags
- Sources
Action
Write
- Email Address or Phone Number
  Required
Action
Search
- User email
  Required
Action
Search
- Email Address
  Required
- Name
  Required
- Phone
- Related company
- Street address
- Street address 2
- City
- State
- Country
- Postal Code
- Tags
- Territory
- Audience
- Url
Action
Search or write

About Nutshell

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

Learn moreLearn moreHelpHelp

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About Proximity

Create a seamless experience with integrated reservations, meeting room management, building access, Wi-Fi control and guest management.

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