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Nutshell Integrations

CRM (Customer Relationship Management)

Put Nutshell to work with AI and enterprise-grade automation

Automate smarter with Nutshell and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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Start free with email
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  • No-code AI automation
  • Full audit trails and controls
  • SOC 2 and GDPR compliant
  • Easy visual workflow builder
  • 9,000+ apps, 450+ AI tools
  • Free tier available
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Or pick an app to pair with
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Integrate Thinkific with NutshellIntegrate Thinkific with Nutshell
Thinkific
Online Courses
Integrate Paperform with NutshellIntegrate Paperform with Nutshell
Paperform
Forms & Surveys
Integrate Chatsimple with NutshellIntegrate Chatsimple with Nutshell
Chatsimple
Sales & CRM
Integrate Jotform with NutshellIntegrate Jotform with Nutshell
Jotform
Forms & Surveys
Integrate Gravity Forms with NutshellIntegrate Gravity Forms with Nutshell
Gravity Forms
Forms & Surveys, WordPress
Integrate Stripe with NutshellIntegrate Stripe with Nutshell
Stripe
Payment Processing
Integrate Typeform with NutshellIntegrate Typeform with Nutshell
Typeform
Forms & Surveys
Integrate HubSpot with NutshellIntegrate HubSpot with Nutshell
HubSpot
Marketing Automation
Integrate Shopify with NutshellIntegrate Shopify with Nutshell
Shopify
eCommerce
Integrate Thinkific with NutshellIntegrate Thinkific with Nutshell
Thinkific
Online Courses
Integrate Paperform with NutshellIntegrate Paperform with Nutshell
Paperform
Forms & Surveys
Integrate Chatsimple with NutshellIntegrate Chatsimple with Nutshell
Chatsimple
Sales & CRM
Integrate Jotform with NutshellIntegrate Jotform with Nutshell
Jotform
Forms & Surveys
Integrate Gravity Forms with NutshellIntegrate Gravity Forms with Nutshell
Gravity Forms
Forms & Surveys, WordPress
Integrate Stripe with NutshellIntegrate Stripe with Nutshell
Stripe
Payment Processing
Integrate Thinkific with NutshellIntegrate Thinkific with Nutshell
Thinkific
Online Courses
Integrate Paperform with NutshellIntegrate Paperform with Nutshell
Paperform
Forms & Surveys
Integrate Chatsimple with NutshellIntegrate Chatsimple with Nutshell
Chatsimple
Sales & CRM
Integrate Jotform with NutshellIntegrate Jotform with Nutshell
Jotform
Forms & Surveys
Integrate Gravity Forms with NutshellIntegrate Gravity Forms with Nutshell
Gravity Forms
Forms & Surveys, WordPress
Integrate Stripe with NutshellIntegrate Stripe with Nutshell
Stripe
Payment Processing
Integrate Typeform with NutshellIntegrate Typeform with Nutshell
Typeform
Forms & Surveys
Integrate HubSpot with NutshellIntegrate HubSpot with Nutshell
HubSpot
Marketing Automation
Integrate Shopify with NutshellIntegrate Shopify with Nutshell
Shopify
eCommerce

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

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Launch your first automated workflow

  • Add Nutshell people from new Gravity Forms submissions

    • Gravity Forms logo
    • Nutshell logo
    Gravity Forms + Nutshell
  • Create persons on Nutshell for new Google Ads leads

    • Google Ads logo
    • Nutshell logo
    Google Ads + Nutshell
  • Create Google Contacts for new Nutshell person entries

    • Nutshell logo
    • Google Contacts logo
    Nutshell + Google Contacts
  • Create Nutshell leads from new Jotform submissions for seamless lead management

    • Jotform logo
    • Nutshell logo
    Jotform + Nutshell
  • Create Nutshell leads from new Typeform entries

    • Typeform logo
    • Nutshell logo
    Typeform + Nutshell
  • Create new Nutshell leads from triggered Wix rules

    • Wix logo
    • Nutshell logo
    Wix + Nutshell
  • Add Nutshell people from new Gravity Forms submissions

    • Gravity Forms logo
    • Nutshell logo
    Gravity Forms + Nutshell
  • Create persons on Nutshell for new Google Ads leads

    • Google Ads logo
    • Nutshell logo
    Google Ads + Nutshell
  • Create Google Contacts for new Nutshell person entries

    • Nutshell logo
    • Google Contacts logo
    Nutshell + Google Contacts
  • Create Nutshell leads from new Jotform submissions for seamless lead management

    • Jotform logo
    • Nutshell logo
    Jotform + Nutshell
  • Create Nutshell leads from new Typeform entries

    • Typeform logo
    • Nutshell logo
    Typeform + Nutshell
  • Create new Nutshell leads from triggered Wix rules

    • Wix logo
    • Nutshell logo
    Wix + Nutshell
  • Send messages in Quo for new leads in Nutshell

    • Nutshell logo
    • Quo logo
    Nutshell + Quo
  • Create Nutshell leads from new Formidable Forms entries

    • Formidable Forms logo
    • Nutshell logo
    Formidable Forms + Nutshell
  • Send funnel events to Facebook Conversions from Nutshell

    • Nutshell logo
    • Facebook Conversions logo
    Nutshell + Facebook Conversions
  • Create new Nutshell leads from Webflow form submissions

    • Webflow logo
    • Nutshell logo
    Webflow + Nutshell
  • Create new Nutshell leads from new Calendly invitees

    • Calendly logo
    • Nutshell logo
    Calendly + Nutshell
  • Create Trello cards for new Nutshell leads

    • Nutshell logo
    • Trello logo
    Nutshell + Trello
    • Send messages in Quo for new leads in Nutshell

      • Nutshell logo
      • Quo logo
      Nutshell + Quo
    • Create Nutshell leads from new Formidable Forms entries

      • Formidable Forms logo
      • Nutshell logo
      Formidable Forms + Nutshell
    • Send funnel events to Facebook Conversions from Nutshell

      • Nutshell logo
      • Facebook Conversions logo
      Nutshell + Facebook Conversions
    • Create new Nutshell leads from Webflow form submissions

      • Webflow logo
      • Nutshell logo
      Webflow + Nutshell
    • Create new Nutshell leads from new Calendly invitees

      • Calendly logo
      • Nutshell logo
      Calendly + Nutshell
    • Create Trello cards for new Nutshell leads

      • Nutshell logo
      • Trello logo
      Nutshell + Trello

    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.

    • Nutshell triggers, actions, and search
      Lead Won

      Triggers when a lead is won.

      Trigger
      Instant
      Try It
      • 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
      • Phone
      • Related person
      • Url
      • Street address
      • City
      • State
      • Country
      • Postal Code
      • Company Type
      • Tags
      • Territory
      • Industry
      • Full address
      Action
      Write

    For builders

    Let your AI safely access Nutshell

    Go beyond Zap workflows. Install Zapier in your AI to call Nutshell actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

    No code

    Call actions in natural language with Zapier MCP

    Act in Nutshell from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

    Example actions on this page

    • Log Activity
    • Create Company

    Works with

    Claude · ChatGPT · Cursor · Any MCP-compatible AI

    Install Zapier MCP
    Code

    Work in code with the Zapier SDK

    Expose Nutshell actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

    Install

    npm install @zapier/zapier-sdk
    npm install -D @zapier/zapier-sdk-cli
    zapier-sdk login
    # create a Nutshell connection @ https://zapier.com/app/assets/connections

    Run an action

    // Typescript
    import { createZapierSdk } from "@zapier/zapier-sdk";
    
    const zapier = createZapierSdk();
    
    const { data: connection } = await zapier.findFirstConnection({ app: "nutshell-crm", owner: "me" });
    
    await zapier.runAction({
      app: 'nutshell-crm',
      action: 'activity',
      connection: connection.id,
      input: {
        {inputKeyValuePairs}
      },
    });
    Open the SDK docs

    Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

    Nutshell Help & Support

    Common questions

    nutshell-crm logo
    About Nutshell
    Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.
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    Popular Nutshell Integrations

    • Thinkific
    • Paperform
    • Chatsimple
    • Jotform
    • Gravity Forms