One of many best methods to attach Nutshell with the opposite instruments you utilize is thru Zapier—a preferred on-line device that allows you to automate workflows by connecting your apps with no need to put in writing any code.
Nutshell clients have been utilizing Zapier to get rid of the necessity for double knowledge entry throughout their instruments. For instance, with Zapier, you may robotically create individuals in Nutshell primarily based on kind submissions, add Nutshell contacts to different instruments, create tasks for brand spanking new Nutshell leads in undertaking administration instruments, and far more.
Lately, we added some new capabilities to our Zapier integration so you are able to do much more with Nutshell and Zapier!
How does Zapier work?
Zapier presents no-coding-required integrations with greater than 6,000 apps, together with Nutshell. This makes it simple to maneuver knowledge between your varied instruments and automate your workflows.
Zapier works primarily based on triggers and actions. You possibly can arrange automated workflows known as Zaps wherein a ‘set off’ in a single app causes an ‘motion’ in one other. For instance, creating a brand new particular person in Nutshell can set off the motion of making a brand new contact in Google Contacts.
Nutshell’s Zapier integration allows you to automate repetitive duties with out writing code, saving you time and conserving your knowledge in sync throughout your instruments.
What’s new with Nutshell’s Zapier integration?
We’ve added a number of new actions to Zapier: Replace Individual and Replace Firm. With these actions, you may robotically replace individuals and corporations in Nutshell primarily based on triggers that happen in your different instruments.
We additionally added new choices for our Replace Lead motion. Now you can robotically replace lead confidence, due time, closed time, assignee, precedence, and tags by means of Zapier.
Moreover, we added the flexibility to go looking by telephone quantity to the Discover Individual motion in Zapier. This motion permits Zapier to extra successfully search your data in Nutshell to make sure your integrations don’t create duplicates.
What else are you able to do with Zapier and Nutshell?
With over 6,000 apps on Zapier and 17 supported triggers and actions for Nutshell, there’s loads you are able to do with this integration.
Some examples embrace:
- Sending new particular person, new firm, new lead, lead gained, and new exercise knowledge from Nutshell to different apps
- Routinely creating new corporations, individuals, and leads and updating leads in Nutshell
- Looking out Nutshell to search out corporations, individuals, and leads
How you can get began with Zapier and Nutshell
To make use of this function, you’ll have to create a Zapier account. Zapier plans begin free, and most Nutshell clients don’t want the higher-tier plans.
To study extra about the best way to arrange Zapier and use it with Nutshell, try our support article on the subject.
To see what automation you may arrange and begin creating Zaps, head over to the Nutshell integrations page on Zapier.
As at all times, be happy to reach out to our support team for help.
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