Zapier connects Nutshell to 750+ apps to automate your business data needs! Click here for a full list of available applications.
Connecting Nutshell to Zapier
In Nutshell, follow the instructions in our API article to create a key for Zapier: API keys: Create API keys to integrate 3rd-party apps
- Click the Connected Accounts menu
- In the search dropdown, search for "Nutshell."
- Fill in your Nutshell user email address and API Key
- Enter "app" as the target subdomain
What can a Zapier integration do?
A Trigger is any event in Nutshell that sets your Zap in motion. Here are the triggers Zapier can detect happening in Nutshell:
New Activity (INSTANT)
Triggers when new Activity is created.
New Person (INSTANT)
Triggers when new Person is created. Available values:
- Email address
- Phone number
- Nutshell Link
Lead Won (INSTANT)
Triggers when a Lead is won.
New Lead (INSTANT)
A full list of lead fields will be made available when mapping this trigger to a Zapier action. Including all product, market, status, and other information available from a Nutshell Lead.
New Company (INSTANT)
Triggers when new Company is created.
An Action is an event that is completed in Nutshell automatically when triggered by another app. One example of an Action is submitting a web form to Zapier to create a contact person in Nutshell. The following actions are available in Nutshell:
Create Contact (Person)
People fields available for this action:
- Name, including first and last
- Email Address
- Address (Address, Address 2, City, State, and Postal code)
- Any additional custom fields set up for People
Create a company, person, and lead all at once :
- Lead Name: The Optional Description field of leads, which becomes the default display name
- Company Name
- Company Type
- Company Industry
- Company Territory
- Person Name
- Person Email
- Person Phone
- Lead Pipeline
- Lead Sources
- Lead Market
- Lead Competitors
- Lead Tags
- Lead Note
Find contact (person)
Use Zapier to search your Nutshell People by email address to see if there is a match, and either triggering an action after in another app or create a new Person if no match is found.