Nutshell and Salesflare
How to connect Nutshell
- Via Zapier — 22 operations available. Set it up ↗
- Via Make — 26 modules available. Set it up ↗
What you can automate
- When lead Won in Nutshell, find or create contact in Salesflare.
- When new Company in Nutshell, find or create account in Salesflare.
- When new Person in Nutshell, find or create contact in Salesflare.
- When new Lead in Nutshell, find or create contact in Salesflare.
- When new Account in Salesflare, create Company in Nutshell.
About Nutshell
Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.
Nutshell operations on Zapier
Triggers (6)
Start a workflow when this happens
- Activity Logged — Triggers when an Activity is logged.
- Lead Won — Triggers when a lead is won.
- New Activity — Triggers when new Activity is created.
- New Company — Triggers when new Company is created.
- New Lead — Triggers when a new Lead is created.
Show 1 more triggers
- New Person — Triggers when new Person is created.
Actions (12)
Things Salesflare can make it do
- Create Company — Creates a new Company.
- Create Lead — Creates a new Lead.
- Create Person — Creates a new Person.
- Find or Create Company — Find or create a company.
- Find or Create Lead — Find or Create Lead
Show 7 more actions
- Find or Create Person — Find or Create Person
- Log Activity — Creates and logs a new Activity.
- Rerun CSV Import — Re-executes a previously completed CSV import with a new file, using the same column mapping and settings.
- Update Company — Updates an existing Company.
- Update Lead — Updates an existing Lead.
- Update Lead Outcome — Updates a Lead Outcome.
- Update Person — Updates an existing Person.
Searches (4)
Look up existing records
- Find Company — Finds an existing company.
- Find Lead — Finds an existing lead by a particular field. Defaults to searching open leads, falls back to all leads.
- Find Person — Finds an existing person.
- Find User — Finds an existing User.
Nutshell operations on Make
Triggers (5)
Start a workflow when this happens
- Watch Activities — Triggers when a new activity has been created.
- Watch Companies — Triggers when a new company has been created.
- Watch Lead Won — Triggers when a new lead has been won.
- Watch Leads — Triggers when a new lead has been created.
- Watch Persons — Triggers when a new person has been created.
Actions (17)
Things Salesflare can make it do
- Create a Company — Creates a new company.
- Create a Lead — Creates a new lead.
- Create a Person — Creates a new person.
- Create an Activity — Creates a new activity.
- Delete a Company — Deletes an existing company.
Show 12 more actions
- Delete a Lead — Deletes an existing lead.
- Delete a Person — Deletes an existing person.
- Delete an Activity — Deletes an existing activity.
- Get a Company — Retrieves an existing company.
- Get a Lead — Retrieves an existing lead.
- Get a Person — Retrieves an existing person.
- Get an Activity — Retrieves an existing activity.
- Make an API Call — Performs an arbitrary authorized API call.
- Update a Company — Updates an existing company.
- Update a Lead — Updates an existing lead.
- Update a Person — Updates an existing person.
- Update an Activity — Updates an existing activity.
Searches (4)
Look up existing records
- Search Activities — Searches for activities or lists them all.
- Search Companies — Searches for companies or lists them all.
- Search Leads — Searches for leads or lists them all.
- Search Persons — Searches for persons or lists them all.
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