The ability to send email templates from Gmail is available on Nutshell Business and above.
Nutshell’s Chrome extension brings the power of Nutshell to your Google G Suite / Gmail inbox. View Nutshell leads, companies and people, add new contacts and sync emails from our convenient sidebar. This is available for everybody using the Google Chrome web browser.
What you can do with the Nutshell Chrome extension?
Use the Nutshell sidebar when viewing email messages to view contact information, add people to Nutshell, see upcoming activities, add tasks, and more
Share messages with Nutshell directly from the message list
Create contacts 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
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 on the Nutshell icon in the bottom toolbar to open the email templates sidebar. From there, simply select the email template you’d like to use and click ‘Insert template’ to add it to your email. Note that the extension is designed for single messages only and thus cannot be used to send multi-message/sequence emails.
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 and show 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:
