Nutshell

nutshell is a crm and sales automation platform designed to help businesses manage contacts, track leads, and streamline sales processes integrating with make com allows users to automate workflows and synchronize sales data across multiple business tools this is ai generated content based on official nutshell documentation the content may still contain errors—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, 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 you can connect using the following method http basic authentication,api key http basic authentication instructions you need to create an api key and use your nutshell user email address log in to your nutshell account navigate to the setup section go to the api keys section create a new api key note your nutshell user email address note the generated api key api key instructions you need to create an api key in your account settings log in to your nutshell account navigate to the setup section go to the api keys section create a new api key note your api key use your nutshell user email address as the username for authentication 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 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 connected application create a lead creates a new lead record in your connected crm or marketing platform create a person creates a new person record in your database or application create an activity creates a new activity record in your selected application 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 permanently removes a specified person record from your database delete an activity permanently removes 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 finds specific activities based on your search criteria or displays a complete list of all activities search companies searches for specific companies or retrieves a complete list of all 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 updates 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 record update an activity modifies the details of a specified activity that already exists watch activities triggers when a new activity record is added to your account watch companies triggers when a new company record is added to your system watch lead won triggers when a lead in your system is marked as "won" or successfully converted watch leads triggers when a new lead is added to your system 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/docs/api authentication https //www make com/en/integrations/nutshell