CRMIn development

Nutshell

Nutshell is a flexible CRM and email marketing platform that helps small businesses manage contacts, sales pipelines, and customer relationships.

In development

Cataloged and scoped, not yet available to run in production.

78
actions

Triggers

Events that start workflows from this integration.

6

Activity Updated

Triggers when an activity in Nutshell is updated, including changes to name, description, time, or status.

Company (Account) Updated

Triggers when a company (account) in Nutshell is updated, including changes to attributes, notes, or ownership.

Form Submitted

Triggers when a Nutshell Form is submitted.

Lead Updated

Triggers when a lead in Nutshell is updated, including changes to description, due time, confidence, stage, or outcome.

Person (Contact) Updated

Triggers when a person (contact) in Nutshell is updated, including changes to attributes, notes, or ownership.

Scheduler Booking Received

Triggers when a Nutshell Scheduler booking is received.

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