--- title: Nutshell slug: nutshell description: How to integrate Nutshell with Make.com image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_nutshell.png createdAt: 2025-11-27T16:01:55.536Z --- | :inlineImage[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/nutshell.png" alt="Nutshell logo" caption size="50" width="512" height="512"} | 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. | | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :::hint{type="warning"} 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 [Nutshell](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, [create your account on Nutshell](https://www.nutshell.com/). For subscription, refer to the [Nutshell pricing page](https://www.nutshell.com/). # Connect Nutshell and Make To get started, you must first create a connection between Nutshell and Make, allowing the two services to communicate. ::::WorkflowBlock :::WorkflowBlockItem **Obtain your Basic Auth credentials in your Nutshell account** ::: :::WorkflowBlockItem **Create the connection in Make.** ::: :::: ## Obtain your Basic Auth credentials in your Nutshell account Before you create the connection in Make, you should first obtain your **Basic Auth credentials** in your Nutshell account. To obtain your **Basic Auth credentials **: ::::WorkflowBlock :::WorkflowBlockItem Navigate to** Setup** in the left-side menu after logging into your Nutshell account. ::: :::WorkflowBlockItem Click** Connections** from the** Setup** submenu. ::: :::WorkflowBlockItem Click** API key** in the** Connections** section. ::: :::WorkflowBlockItem Copy the** API key** displayed on screen. ::: :::: You will use this value while creating a connection in Make. Because the UI might have changed, the steps you see on your screen might be different, [check the vendor documentation for updates.](https://support.nutshell.com/en/articles/8429060-api-keys-create-api-keys-for-3rd-party-apps) ## Create the connection in Make :::::WorkflowBlock ::::WorkflowBlockItem [[Log in in your Make](https://www.make.com/en/register) account](https://www.make.com/en/register), add the Nutshell module to your scenario, and click **Create a connection. ** :::hint{type="info"} If you add a module with an instant tag, click **Create a webhook**, then **Create a connection.** ::: :::: :::WorkflowBlockItem *Optional: *In the **Connection name** field, enter a name for the connection. ::: :::WorkflowBlockItem 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 **[Connect an application](docId\:SO88FM6pkT0G-adKDDfzZ)** page. # Nutshell modules After connecting to the Nutshell app, you can choose from a list of available modules to build your scenarios. :::ExpandableHeading ### Create a Company Creates a new company record in your account. ::: :::ExpandableHeading ### Create a Lead Creates a new lead record in your selected CRM or sales platform. ::: :::ExpandableHeading ### Create a Person Creates a new person record in your database or application. ::: :::ExpandableHeading ### Create an Activity Creates a new activity record in your account. ::: :::ExpandableHeading ### Delete a Company Permanently removes a specified company from your account. ::: :::ExpandableHeading ### Delete a Lead Permanently removes a specified lead from your database. ::: :::ExpandableHeading ### Delete a Person Deletes a specified person record from your database. ::: :::ExpandableHeading ### Delete an Activity Deletes a specified activity from your account. ::: :::ExpandableHeading ### Get a Company Fetches detailed information about a specific existing company. ::: :::ExpandableHeading ### Get a Lead Fetches detailed information about a specific lead that already exists in your system. ::: :::ExpandableHeading ### Get a Person Fetches detailed information about a specific person already stored in your system. ::: :::ExpandableHeading ### Get an Activity Fetches the details of a specified existing activity. ::: :::ExpandableHeading ### Make an API Call Executes a custom API request to the connected service using your authorized credentials. ::: :::ExpandableHeading ### Search Activities Searches for specific activities or retrieves a complete list of all activities. ::: :::ExpandableHeading ### Search Companies Searches for specific companies or retrieves a complete list of all available companies. ::: :::ExpandableHeading ### Search Leads Searches for specific leads or retrieves a complete list of all leads. ::: :::ExpandableHeading ### Search Persons Searches for specific persons or retrieves a complete list of all persons. ::: :::ExpandableHeading ### Update a Company Modifies the details of an existing company record. ::: :::ExpandableHeading ### Update a Lead Updates the details of an existing lead in your system. ::: :::ExpandableHeading ### Update a Person Updates the details of an existing person in your database. ::: :::ExpandableHeading ### Update an Activity Modifies the details of a specified existing activity. ::: :::ExpandableHeading ### Watch Activities Triggers when a new activity is added to your account. ::: :::ExpandableHeading ### Watch Companies Triggers when a new company record is added to your system. ::: :::ExpandableHeading ### Watch Lead Won Triggers when a new lead is marked as won in your system. ::: :::ExpandableHeading ### Watch Leads Triggers when a new lead is added to your account. ::: :::ExpandableHeading ### Watch Persons Triggers when a new person record is added to your system. ::: # Templates You can look for more templates in [Make's template gallery](https://www.make.com/en/templates), where you'll find thousands of pre-created scenarios. # Nutshell resources You can have access to more resources related to this app on the following links - [Nutshell topics on Make community](https://community.make.com/search?q=Nutshell) - [Nutshell website](https://www.nutshell.com/) - [Nutshell API documentation](https://developers.nutshell.com/) - [Nutshell page on make](https://www.make.com/en/integrations/nutshell) *** :::CtaButton{label="Get started for free" externalHref="https://www.make.com/en/register" openInNewTab="true"} :::