Contractor Foreman + Nutshell

Create new persons in Nutshell whenever new customers are created in Contractor Foreman

Streamline your client onboarding process with this efficient workflow. When a new customer is added in Contractor Foreman, their details will be immediately transferred to Nutshell, creating a new person in the system. This automation not only saves valuable time but also ensures accurate and consistent data entry across your business platforms. Experience seamless customer management with this Contractor Foreman to Nutshell integration.

When this happens...
Customer Created
Triggers when a new customer is created.
TriggerInstant
automatically do this!
Create Person
Creates a new Person.
ActionWrite

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Supported triggers and actions

Customer Deleted
Triggers when customer is deleted.
Trigger
Instant
Try It
File Uploaded
Triggers when upload File is uploaded.
Trigger
Instant
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Lead Archived
Triggers when lead is Archived.
Trigger
Instant
Try It
Lead Created
Triggers when a new lead is created.
Trigger
Instant
Try It
- EmailRequired
- First NameRequired
- Last NameRequired
- Address1
- Address2
- City
- State
- Zip
- Phone
Action
Write

Activity Logged
Triggers when an Activity is logged.
Trigger
Instant
Try It
New Activity
Triggers when new Activity is created.
Trigger
Instant
Try It

New Lead
Triggers when a new Lead is created.
Trigger
Instant
Try It
- NameRequired
- 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
- Existing companyRequired
- Name
- Description
- Assignee
- Revenue
- Employee Count
- Company Type
- Owner
- Email Address
- Phone
- Url
- Tags
- Territory
- Industry
- Street address
- City
- State
- Country
- Postal Code
- Tags
- Full address
Action
Write
- Existing leadRequired
- Stage
- Confidence
- Close Date
- Expected close time
- Assignee
- Is Hot
- Tags
Action
Write
- Email Address or Phone NumberRequired
Action
Search
- User emailRequired
Action
Search
- Email AddressRequired
- NameRequired
- Phone
- Related company
- Street address
- Street address 2
- City
- State
- Country
- Postal Code
- Tags
- Territory
- Audience
- Url
Action
Search or write

Customer Archived
Triggers when customer is Archived.
Trigger
Instant
Try It
Lead Deleted
Triggers when lead is deleted.
Trigger
Instant
Try It
Customer Created
Triggers when a new customer is created.
Trigger
Instant
Try It
- EmailRequired
- First NameRequired
- Last NameRequired
- Address1
- Address2
- City
- State
- Zip
- Phone
Action
Write
Lead Won
Triggers when a lead is won.
Trigger
Instant
Try It
New Company
Triggers when new Company is created.
Trigger
Instant
Try It
New Person
Triggers when new Person is created.
Trigger
Instant
Try It
- Agenda
- Activity typeRequired
- 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
- NameRequired
- Email Address
- Phone
- Related company
- Street address
- Street address 2
- City
- State
- Country
- Postal Code
- Tags
- Territory
- Audience
- Url
Action
Write
- Existing leadRequired
- OutcomeRequired
Action
Write
- Existing personRequired
- 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
- Company nameRequired
Action
Search
- Email Address
- Lead Number
Action
Search
- NameRequired
- Email
- Phone
- Related person
- Url
- Street address
- City
- State
- Country
- Postal Code
- Company Type
- Tags
- Territory
- Industry
- Full address
Action
Search or write
- Email Address
- Lead Number
- Lead Name
- Products
- Price
- Quantity
- Market
- Pipeline
- Assignee
- Related company
- Related person
- Sources
- Tags
- Competitors
- Note
Action
Search or write

About Contractor Foreman

Contractor Foreman is an all-in-one construction management software for contractors and is trusted by contractors in more than 75 countries.

Related categories

Sales & CRM

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)

Contractor Foreman + Nutshell

Create new persons in Nutshell whenever new customers are created in Contractor Foreman

Customer Deleted

File Uploaded

Lead Archived

Lead Created

Create Lead

Activity Logged

New Activity

New Lead

Create Company

Create Lead

Update Company

Update Lead

Find Person

Find User

Find or Create Person

Customer Archived

Lead Deleted

Customer Created

Create Customer

Lead Won

New Company

New Person

Log Activity

Create Person

Update Lead Outcome

Update Person

Find Account

Find Lead

Find or Create Company

Find or Create Lead

About Contractor Foreman

Related categories

About Nutshell

Related categories

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