When the status of a lead changes, your team springs into action. Thanks to the latest updates to the Nutshell/Zapier integration, those actions can now be automated. Set up Zaps that automatically notify you whenever a follow-up rolls into the "overdue" status. Or, create an automated digest of new scheduled meetings to send to your manager for your weekly check-in.
Plus, you can now kick off Zaps when new companies are added to Nutshell, and automatically create companies in Nutshell from your other apps. For example, create new companies in Nutshell when new contracts are signed via an esignature app. With these admin tasks on autopilot, your sales team can focus on building relationships and closing deals.
Try some pre-made Nutshell integrations and learn more about how Nutshell works with Zapier
Check out our Nutshell help documentation for details on connecting your account and setting up your first Zap
Or login to build a custom workflow with Nutshell and Zapier
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