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 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. For subscription, refer to the Nutshell pricing page.
Connect Nutshell and Make
To get started, you must first create a connection between Nutshell and Make, 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 Make, 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 Make.
Because the UI might have changed, the steps you see on your screen might be different, check the vendor documentation for updates.
Create the connection in Make
Log in in your Make account, add the Nutshell module to your scenario, 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 Connect an applicationConnect an application. page.
Nutshell modules
After connecting to the Nutshell app, you can choose from a list of available modules to build your scenarios.
Templates
You can look for more templates in Make's template gallery, 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