The ability to send email templates from Gmail is available on Nutshell Business and above.
Nutshell’s Chrome extension brings your CRM into your Gmail inbox. See who you’re emailing, check their leads and recent activity, log calls and notes, save attachments, and share your availability, all from the Nutshell sidebar. It’s available to everybody using the Google Chrome web browser.
What you can do with the Nutshell Chrome extension?
See everyone on an email, with their tasks, activities, leads, and timeline
Open a company page for more context on the thread
Log notes, calls, and meetings without leaving Gmail
Save email attachments to a company, person, or lead
Add your Scheduler booking link or propose meeting times as you write
Create people and tasks
View scheduled activities
Track communication timelines
Write notes
See which emails have been shared with your teammates in Nutshell
Share email threads and messages directly from Gmail, without having to forward or BCC them to Nutshell
Choose which Nutshell email templates you’d like to use directly in the Gmail composer
Monitor opens and clicks on email sent from Gmail
How to install
Click "Add to Chrome"
After you accept the popup, you should see the Nutshell icon in your browser
Visit your Gmail account, and you will see the Nutshell extension at the top of the page, with a prompt to log in
Get around the Nutshell sidebar
Open any email and the Nutshell sidebar shows the people and companies on the thread. Click anyone to see their details.
At the top you’ll see their name, email, and phone number, with quick buttons to Log an activity, add a Note, create a Task, or send an Email. Below that you’ll find:
Tasks and Activities: what’s open and what’s scheduled
Leads: their leads, status, and value. Click More to see the rest, or click a lead to open it
Attachments: files on this email that you can save to Nutshell
Timeline: their recent activity. Click See all timeline entries to open the full timeline, which groups entries by time period
Use the back arrow to return to the thread, or the open icon to view the record in Nutshell in a new tab.
See the company page
Click a company in the sidebar to open its company page without leaving your inbox. It gives you more context about the thread and the people involved.
Log a note, call, or meeting from your inbox
You can log what happened without switching tabs.
Open the email and click the contact in the sidebar.
Click Note to add a note, or Log to record a call or meeting.
Give it a title, then choose the Type (for example, Phone Call).
Choose Already happened to log it now, or Schedule to plan it for later.
Set the start and end time (or turn on All day), and check the participants and related leads. Use Add to include more people.
Click the check mark to save.
Your entry appears on the timeline right away.
Save email attachments to Nutshell
Got a file in an email? Save it to Nutshell without downloading and re-uploading it.
Open the email. Its attachments are listed under Attachments in the sidebar.
Click Save.
In Save to Nutshell, choose where the file should go: a company, a person, or a lead
Click Save file.
The file is attached to that record, alongside any other files you’ve uploaded
Schedule from compose
Setting up a meeting? Add your availability right from the email you’re writing.
In a new email or reply, open Nutshell (click the Nutshell icon in the compose toolbar) and select the Book a time tab.
Choose the Scheduler meeting you want to offer. Its length and location (like 15 min · Zoom) are shown.
Pick how to share it:
Propose times: choose a day, select a time (or use Pick multiple for several), then click Insert. Your recipient sees each time as a button they can click, plus a link to see all your availability.
Booking link: insert your Scheduler booking link so they can pick any open time.
Book a time requires Nutshell Scheduler. Learn how to set up meetings →
Share or hide emails directly from the message list
You can conveniently manage which emails appear in Nutshell directly from the message list in Gmail. Simply click on the Nutshell icon and choose the "Share thread with Nutshell" option for emails you want to share with Nutshell. Alternatively, select the "Hide thread from Nutshell" option to ensure these emails do not show up in Nutshell.
Choose Nutshell email templates from the Gmail composer
Access your Nutshell email templates within the Gmail composer. This feature is exclusively available to users on a Nutshell Business plan or above. If your Nutshell subscription includes this feature, you can easily access and use your Nutshell email templates.
In the compose view, click the Nutshell icon in the bottom toolbar and stay on the Templates tab. Search for a template or browse by group, click a template to preview it, then click Insert template to add it to your email.
Monitor opens and clicks on emails sent from Gmail
In Nutshell, you can keep an eye on how your emails sent from Gmail are doing by tracking when they are opened and clicked. To set this up, simply enable ‘Track emails in Nutshell’ in the Nutshell extension sign-up window in Gmail.
Once enabled, opens and clicks are visible in Nutshell timelines when they happen.
FAQ
I am getting an "Unable to (un)share emails with Nutshell" message.
Seeing this error in Gmail?
If you have "conversation view" turned off inside of Gmail, only the first email in a thread will share successfully when you click the "Share thread with Nutshell" button. This is what your settings should look like inside of Gmail:
When you are sharing a thread with Nutshell from this view, it will work successfully if it is the first message in a new email thread. However, for subsequent emails, you'll need to share the message individually. Check out the screenshot below to see how to share the message by itself:
My emails aren't syncing—what should I do?
You may need to adjust some settings to ensure your emails sync properly. Enabling IMAP in Gmail or resetting your Gmail sync settings in Nutshell can help. Our support team is also available to talk through any issues you may still be having.