How to Integrate Nutshell With Zapier

Connecting Nutshell with the other apps your business uses helps your team keep your data clean, save time, and do more with your CRM. With Zapier, you can connect your Nutshell data with over 7,000 other apps, so you can integrate your entire tech stack.

12 steps

Nutshell

Let's take a tour of how to connect Nutshell with another tool using Zapier.

From your Settings, click 'Data,' 'Integrations,' and then 'Zapier.'

You'll be prompted to log in to your Zapier account so you can start connecting your apps.

To give Zapier permission to access your data, go to 'App Connections' in Zapier and click '+ Add connection.'

Then, select the app you'd like to connect (Nutshell in this case), and click 'Add connection.'

Zapier will then ask you for your email address and Nutshell API key. You can create an API key in Nutshell by following this link: <https://app.nutshell.com/setup/api-key>. Remember to select 'API + user impersonation' as the permission to create your API.

Input your email address and API key in the Zapier popup, and click 'Yes, Continue to Nutshell' to facilitate the connection. Treat your API key like a password, as it will give you access to your Nutshell data.

Once connected, log in to Zapier and follow the steps to start creating a Zap (a connection between two tools). This is what that process will look like! Click 'Trigger' to select the event that will start your automation.

From this pop-up, search for the tool you want to connect with Nutshell. Let's click 'Gmail.'

In the sidebar that opens, you can configure your settings to connect the two tools. You also need to pick which event in Gmail will start the Zap. Click 'New Email.'

Next, select the action you want to occur. Let's create a new Lead in Nutshell for every new email that comes into our sales team's Gmail account.

With the Zap's settings configured, you can start testing and using your Zap! Zapier makes it incredibly easy to stop clicking back and forth between all your tools and get even more work done with Nutshell.

How to Integrate Nutshell With Zapier

12 steps