How To Enable & Use Click-To-Call In Nutshell

Discover how Nutshell's unlimited Click-to-Call lets your team make outbound calls from inside Nutshell, record your conversation, and log calls as activities to track your productivity.

6 steps

Nutshell

Let's walk through how to set up and use Nutshell's Click-to-Call feature.

Go to 'Settings' and click 'Phone' from the 'Your settings' menu.

Select 'Click-to-call' from the phone integration options.

Fill in your phone number to receive a verification code. If you have a landline, you can input your caller ID name.

Click 'Call me' to receive your verification code to finish setup.

You're ready to make calls! Go to any Person or Company page and click the phone number listed in the right sidebar to place a phone call. You can then call or call and record your conversation, and Nutshell will attach an audio recording once the call is complete.