3 Updates for Nutshell CRM: Trigger Zaps on New Activities, plus More

Kim Kadiyala
Kim Kadiyala / April 21, 2017

When the status of a lead changes, your team springs into action. Thanks to the latest updates to the Nutshell/Zapier integration, those actions can now be automated. Set up Zaps that automatically notify you whenever a follow-up rolls into the "overdue" status. Or, create an automated digest of new scheduled meetings to send to your manager for your weekly check-in.

Plus, you can now kick off Zaps when new companies are added to Nutshell, and automatically create companies in Nutshell from your other apps. For example, create new companies in Nutshell when new contracts are signed via an esignature app. With these admin tasks on autopilot, your sales team can focus on building relationships and closing deals.

What's New with Nutshell CRM

New Triggers

  • New Company: Triggers when a new company is added
  • New Activity: Triggers when a new activity takes place in your account

New Action

  • Create Company: Automatically creates a new company

How to Automate Nutshell with Zapier

  1. Make sure you have a Zapier account and a Nutshell account

  2. Try some pre-made Nutshell integrations and learn more about how Nutshell works with Zapier

  3. Check out our Nutshell help documentation for details on connecting your account and setting up your first Zap

  4. Or login to build a custom workflow with Nutshell and Zapier