Integrate Customerly with Nutshell

Appy Pie Connect allows you to automate multiple workflows between Customerly and Nutshell

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About Customerly

Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.

About Nutshell

Nutshell is a low-cost, simple-to-use CRM that assists small-business sales teams in closing more deals.

Want to explore Customerly + Nutshell quick connects for faster integration? Here’s our list of the best Customerly + Nutshell quick connects.

Explore quick connects

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Connect Customerly + Nutshell in easier way

It's easy to connect Customerly + Nutshell without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

  • 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.

  • New Person

    Triggers when new Person is created.

  • Actions
  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

  • Create Company

    Creates a new Company.

  • Create Lead

    Creates a new Lead.

  • Create Person

    Creates a new Person.

  • Update Lead

    Updates an existing Lead.

How Customerly & Nutshell Integrations Work

  1. Step 1: Choose Customerly as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Nutshell as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Customerly to Nutshell.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Customerly and Nutshell


Customerly is a text messaging service that provides customized offers to customers when they enter the store. Customers can scan in any product with their smartphones and receive exclusive coupons.


Nutshell is an application that allows users to use their phones to create lists. These lists can be shared with friends, family or significant others.

Integration of Customerly and Nutshell

By integrating Customerly and Nutshell, consumers are given an easier way to find items within their favorite stores. With the use of Customerly, the consumer can get the item they need without having to ask for help or wait in line at checkout. Also, once the item is scanned, the consumer will immediately receive exclusive coupons that they did not know existed. It is also easier for the consumer to manage their shopping list because it is on their phone. This has many benefits including the fplowing:

  • The consumer does not have to remember what they were planning on buying before they left their house. Instead, they can just refer to their phone, which will help them avoid forgetting items while running errands.
  • This will also allow consumers to look up additional information about specific items before they purchase that item. They can simply type in the item number while using Customerly. This will help them determine if they really want that product or if there are other options that might be better suited for them.
  • Since the shopping list is on their phone, they can look up where specific items are located without having to ask workers in the store. This will allow them to save time and avoid embarrassment from asking a worker a question that a coworker could have answered for them.
  • The Consumer will not have to worry about someone else putting something on their shopping list. Once a person takes a picture of an item, it goes into their own personal list on their phone. Only that person can add anything after that point. This gives peace of mind because the consumer knows that no one else will be adding anything to their list without their permission.

Benefits of Integration of Customerly and Nutshell

There are many benefits of integrating Customerly and Nutshell. One main benefit is that it provides a more convenient way for a customer to find a specific item in a store without having to ask anyone for help or going through a long line at the register. This saves both time and money for the customer because they do not have to wait in line or wait for someone to answer their questions. Another benefit of this integration is that it allows people to quickly see if they want an item before they buy it. This eliminates the possibility of making multiple trips to return an item because it was not everything that the person expected it to be. It also helps customers create more organized lists and share them with friends and family so they can all stay on track and do not duplicate items on each other’s lists. Overall, this integration will help customers organize their lives more efficiently and save them money on things they do not need.

The process to integrate Customerly and Nutshell may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

Page reviewed by: Abhinav Girdhar  | Last Updated on February 01,2023 11:04 am