Nutshell + Wrike

Create leads in Nutshell from new tasks in Wrike

Effortlessly streamline your project management and sales process with this efficient workflow. Whenever a new task is created in Wrike, a corresponding lead is simultaneously crafted in Nutshell. This system not only smoothens your workflow but it also ensures that no potential sales slips through the cracks. Enjoy a more unified approach to task management and lead generation by employing this workflow.

Effortlessly streamline your project management and sales process with this efficient workflow. Whenever a new task is created in Wrike, a corresponding lead is simultaneously crafted in Nutshell. This system not only smoothens your workflow but it also ensures that no potential sales slips through the cracks. Enjoy a more unified approach to task management and lead generation by employing this workflow.

  1. When this happens...
    WrikeWrike
    New Task

    Triggered when a new task is created.

    TriggerPolling
  2. automatically do this!
    NutshellNutshell
    Create Lead

    Creates a new Lead.

    ActionWrite
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Supported triggers and actions

    • FolderRequired

    • Track SubfoldersRequired

    Trigger
    Polling
    Try It
    • Parent FolderRequired

    • TitleRequired

    • Description

    • Description Format

    Action
    Write
  • Wrike triggers, actions, and search

    Create Task

    Create a new task.

    Action
    Write
    • Api Docs Info

    • Stop on errorRequired

    • HTTP MethodRequired

    • URLRequired

    • Query string parameters

    • Additional request headers

    • Body

    Action
    Write
nutshell-crm logo
nutshell-crm logo

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)

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wrike logo
wrike logo

About Wrike

Wrike is a flexible project management and collaboration platform that enables you to organize your projects, tasks, plans and discussions. It helps you sync your team’s efforts and track your work progress in real time.

Related categories

  • Project Management

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