HomeKeepr + Nutshell
Add new Nutshell people as HomeKeepr contacts
Save time and streamline your lead management process with this automation that connects HomeKeepr with Nutshell. Whenever a new person is created in Nutshell, this integration will automatically create a contact in HomeKeepr with their details. That way, you can efficiently follow up with clients without any manual work.
Save time and streamline your lead management process with this automation that connects HomeKeepr with Nutshell. Whenever a new person is created in Nutshell, this integration will automatically create a contact in HomeKeepr with their details. That way, you can efficiently follow up with clients without any manual work.
- When this happens...New Person
Triggers when new Person is created.
- automatically do this!Create Contact
Adds a Contact to your contact list (note, you must have an agent or manager account)
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Lead Won
Triggers when a lead is won.
Try ItNew Company
Triggers when new Company is created.
Try ItNew Person
Triggers when new Person is created.
Try ItAgenda
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
