Learn how to import, add your tags, custom fields, industries, and other organization categories.
Connected forms: track any form submission from your website in NutshellEasily track website form submissions in Nutshell. Connect form fields, manage leads, and get notified instantly.
Track website visitors with Nutshell AnalyticsLearn how Nutshell Analytics uses embedded code to track visitor data and provide insights on website visitors.
Create a form to add new leads and contacts in Nutshell from your websiteCreate forms on your website to seamlessly add new leads and contacts to Nutshell. Automate and streamline your data collection.
Embed Nutshell Forms on your website in Wordpress and other CMS toolsLearn how to embed Nutshell Forms in WordPress and other CMS tools with easy HTML integration steps.
What sources can I import from?Find out how sources you can import into Nutshell, including Office 365, Google, Outlook, and other CRMs with ease.
Nutshell's white glove support servicesDiscover Nutshell's white glove support for seamless data import, email migration, and form setup to enhance your CRM experience.
How do I import companies, people, and leads from a CSV spreadsheet?This article will help you import companies, people, and leads from a CSV into Nutshell easily.
What data can I import into Nutshell?Import data into Nutshell easily: Companies, People, Leads, and more. Follow best practices for a seamless transition.
Importing: Best practicesDiscover best practices for importing data into Nutshell, including file setup, tips, and handling custom fields efficiently.
Prevent duplicates from being created in NutshellLearn tips to keep your Nutshell CRM data clean and organized without duplicates.
How do I see past Imports?Learn how to access, view, and manage past imports in Nutshell with detailed steps and FAQs for seamless data management.
How to migrate from SalesforceLearn how to seamlessly migrate your data from Salesforce to Nutshell with our step-by-step guide for a smooth transition.
Migrate your HubSpot CRM data to NutshellEffortlessly migrate your HubSpot CRM data to Nutshell with our step-by-step guide. Import contacts, companies, and people seamlessly.
Add your customers from QuickBooks to NutshellEasily import your QuickBooks customer list to Nutshell with a few clicks. Simplify your customer management today!
Migrate your data from another CRM to Nutshell with just a few clicks
How to install Nutshell AnalyticsLearn how to install Nutshell Analytics on popular website builders with step-by-step instructions and troubleshooting tips.