Using & Configuring Nutshell | Nutshell Help Center

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Using & Configuring Nutshell

Using & Configuring Nutshell

Get your team up and running on Nutshell with these step-by-step guides

Get your lead and customer contact data into Nutshell with ease

ImportEffortlessly import your contact data into Nutshell_{14 articles}

ExportLearn how to export data from Nutshell to other applications_{4 articles}

PeopleIQAdd more contact data to your CRM for people at companies you already deal with _{1 article}

SQL accessGain SQL access to store and evaluate essential sales and marketing data_{1 article}

TrashLearn how to delete and recover contacts, users, and more_{1 article}

Seamlessly connect your business tech stack with Nutshell

Integrations: How to share leads from NutshellLearn how to configure "Send to" actions in Nutshell to seamlessly share leads with other software applications.

Integrations: Troubleshooting Nutshell Mac appLearn how to troubleshoot the discontinued Nutshell Mac app with cache clearing tips and support contact information.

Integrations: Discontinued Nutshell Mac AppLearn why Nutshell is no longer available in the Apple App Store and learn how to use Nutshell in your browser.

Integrations: Common problems and solutionsLearn how to troubleshoot common issues with Google integrations in Nutshell, including setup errors and data access problems.

Integrations: Connecting integrations in NutshellLearn where to find and connect integrations in Nutshell.

AccountingIntegrate your accounting software with Nutshell_{2 articles}

CollaborationIntegrate your collaboration software with Nutshell_{3 articles}

Communication & PhoneIntegrate your communication and phone software with Nutshell_{14 articles}

Contracts & ProposalsIntegrate your contracts and proposals software with Nutshell_{1 article}

FormsIntegrate your web form building software with Nutshell_{1 article}

Lead GenerationIntegrate your lead generation software with Nutshell_{4 articles}

OtherIntegrate your business-specific software with Nutshell_{1 article}

SchedulingIntegrate your scheduling software with Nutshell_{1 article}

Effectively manage and organize your contact data

CRM Records: People, Companies, and LeadsCreate and manage your People, Company, and Lead data in Nutshell_{27 articles}

CollaborationShare and collaborate with stakeholders from Nutshell_{3 articles}

Activity TypesSet up and manage custom activity types to effectively track events_{1 article}

Channels & SourcesDefine channels and sources to track where your best leads come from_{2 articles}

Company TypesCreate custom company types to group similar organizations and better manage your relationships with them_{1 article}

CompetitorsAdd your primary competitors and track their impact on your leads and strategies_{1 article}

Custom FieldsCreate custom fields to ensure your team gathers the data your business needs_{2 articles}

IndustriesGroup contacts by industry for more targeted messaging and nurturing_{1 article}

MarketsSet up currencies to do business across the globe_{1 article}

ProductsCreate products and services, and use them to add value to leads in your pipeline _{2 articles}

TagsUse color-coded, filterable tags to take your data organization to the next level_{1 article}

TerritoriesSet up territories to ensure the right team members engage with the right leads and customers_{1 article}

Discover other ways to connect with Nutshell

API KeysIntegrate with third-party apps using API keys_{1 article}

Mobile devicesAccess Nutshell through your mobile device to keep interactions and collaboration going while on the go_{10 articles}

Industry Guides

Learn how to setup Nutshell for your specific industry needs

Industry: Setting up Nutshell for real estateDiscover how to set up Nutshell for real estate to streamline client relations, manage pipelines, and boost sales for brokers and agents.

Industry: Setting up Nutshell for recruitingDiscover how to set up Nutshell for recruiting to organize candidates, streamline processes, and enhance productivity.