Nutshell

nutshell is a crm platform for sales automation, pipeline management, and team collaboration integrating nutshell with make com lets users automate lead capture, manage contacts, and trigger follow ups based on sales activity in their nutshell account this is ai generated content based on official nutshell documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //support nutshell com/en/articles/8428991 training support how to contact nutshell directly requirements to use the nutshell app in make, you must have an active nutshell account and an api key, https //www nutshell com/ for subscription, refer to the https //www nutshell com/ connect nutshell and {{product name}} to get started, you must first create a connection between nutshell and {{product name}} , allowing the two services to communicate obtain your basic auth credentials in your nutshell account create the connection in make obtain your basic auth credentials in your nutshell account before you create the connection in {{product name}} , you should first obtain your basic auth credentials in your nutshell account to obtain your basic auth credentials navigate to setup in the left side menu after logging into your nutshell account click connections from the setup submenu click api key in the connections section copy the api key displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //support nutshell com/en/articles/8429060 api keys create api keys for 3rd party apps create the connection in {{product name}} https //www make com/en/register , add the nutshell module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your nutshell account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page nutshell modules after connecting to the nutshell app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a company creates a new company record in your account create a lead creates a new lead record in your selected crm or sales platform create a person creates a new person record in your database or application create an activity creates a new activity record in your account delete a company permanently removes a specified company from your account delete a lead permanently removes a specified lead from your database delete a person deletes a specified person record from your database delete an activity deletes a specified activity from your account get a company fetches detailed information about a specific existing company get a lead fetches detailed information about a specific lead that already exists in your system get a person fetches detailed information about a specific person already stored in your system get an activity fetches the details of a specified existing activity make an api call executes a custom api request to the connected service using your authorized credentials search activities searches for specific activities or retrieves a complete list of all activities search companies searches for specific companies or retrieves a complete list of all available companies search leads searches for specific leads or retrieves a complete list of all leads search persons searches for specific persons or retrieves a complete list of all persons update a company modifies the details of an existing company record update a lead updates the details of an existing lead in your system update a person updates the details of an existing person in your database update an activity modifies the details of a specified existing activity watch activities triggers when a new activity is added to your account watch companies triggers when a new company record is added to your system watch lead won triggers when a new lead is marked as won in your system watch leads triggers when a new lead is added to your account watch persons triggers when a new person record is added to your system templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} nutshell resources you can have access to more resources related to this app on the following links https //community make com/search?q=nutshell https //www nutshell com/ https //developers nutshell com/ https //www make com/en/integrations/nutshell