Connect Nutshell and Quo to power AI-driven automation

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Choose a Trigger

Choose an Action

Launch your first automated workflow

Start with a template that brings Nutshell and Quo together. Build enterprise-grade automation in minutes.

Our most popular template

Send messages in Quo for new leads in Nutshell
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Nutshell + Quo
Create new Nutshell leads from completed Quo calls
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Quo + Nutshell

Send messages in Quo for new leads in Nutshell

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Nutshell + Quo

Create new Nutshell leads from completed Quo calls

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Quo + Nutshell

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Lead Won" from Nutshell.

Add your action

An action happens after the trigger—such as "Create or Update Contact" in Quo.

You’re connected!

Zapier seamlessly connects Nutshell and Quo, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

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
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- 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 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

- Company name
  Required
Action
Search
- Email Address
- Lead Number
Action
Search
- 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
- Email Address
- Lead Number
- Lead Name
- Products
- Price
- Quantity
- Market
- Pipeline
- Assignee
- Related company
- Related person
- Sources
- Tags
- Competitors
- Note
Action
Search or write
- Select Phone Numbers
  Required
Trigger
Instant
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- Phone Numbers
  Required
Trigger
Instant
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- ID
- First Name
- Last Name
- Company
- Job Title
- Phone Numbers
- Email Addresses
- Share With
Action
Write

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
- Existing company
  Required
- Name
- Description
- Assignee
- Revenue
- Employee Count
- Company Type
- Assignee
- Email Address
- Phone
- Url
- Tags
- Territory
- Industry
- Street address
- City
- State
- Country
- Postal Code
- Tags
- Full address
Action
Write
- Existing lead
  Required
- Stage
- Confidence
- Close Date
- Expected close time
- Assignee
- Is Hot
- Tags
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
- Select Phone Numbers
  Required
Trigger
Instant
Try It
- Phone Numbers
  Required
Trigger
Instant
Try It
- Select Phone Numbers
  Required
Trigger
Instant
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- From
  Required
- To
  Required
- Message
  Required
- Mark conversation as done
Action
Write

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Nutshell and Quo to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Nutshell to Quo integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Nutshell

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Streak

CRM (Customer Relationship Management)

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Quo

Quo is a phone system that helps businesses build personal customer relationships at scale. Calls, texts, & contacts are in one place to never miss a customer.

Learn moreLearn moreHelpHelp

Related categories

Phone & SMS

Connect Nutshell and Quo to power AI-driven automation

Launch your first automated workflow

Send messages in Quo for new leads in Nutshell

Create new Nutshell leads from completed Quo calls

Send messages in Quo for new leads in Nutshell

Create new Nutshell leads from completed Quo calls

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Nutshell and Quo to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Make work flow with AI

Connect Nutshell to Quo on the world's largest no-code automation platform