New for Our Nutshell CRM Integration: Add More Details to New Leads

When you add leads to your CRM, you need to be equipped with all the information that will allow you to close that business opportunity. With the latest update to Zapier's Nutshell CRM integration, you can automatically include all the data fields your team needs to be successful: company name, company type, industry, territory, contact information, which pipeline the lead is in, market, products the lead is interested in, sources, competitors, and tags.

These fields are not only helpful for keeping your records up-to-date, but also for kicking off automations within Nutshell itself, like assigning leads to the right team member and sales process. Use the Create Lead Action to automatically add detailed information to Nutshell from a form on your website, your email parser, or your email marketing drips.

What's New with the Nutshell CRM + Zapier Integration

New Options for an Action

• More fields are available in the Create Lead Action, including sources, tags, markets, competitors, pipelines, company type, industry, and more.

How to Automate Nutshell CRM with Zapier

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

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

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

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