Integrate Freshworks CRM with Nutshell

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

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About Freshworks CRM

Freshworks CRM is an AI-powered software platform that uses a 360-degree view of your customers to score leads.

About Nutshell

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

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

Explore quick connects

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Connect Freshworks CRM + Nutshell in easier way

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

  • Triggers
  • New Appointment

    trigger when new appointment created.

  • New Completed Task

    Trigger when any task gets completed.

  • New Contact

    Trigger when new contact is created.

  • New Deal

    Trigger when new deal created.

  • New Task

    Trigger when new task 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 Appointment

    Add an appointment.

  • Create Account

    Create an account.

  • Create Contact

    Creates a contact.

  • Create Deal

    Creates a deal.

  • Create Note

    Creates a note.

  • Create Task

    Creates a task.

  • Update Contact

    Updates an existing contact.

  • 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 Freshworks CRM & Nutshell Integrations Work

  1. Step 1: Choose Freshworks CRM 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 Freshworks CRM to Nutshell.

    (2 minutes)

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

Integration of Freshworks CRM and Nutshell

Freshworks CRM

Freshworks CRM is a cloud-based customer relationship management software that enables the companies to manage their clients and leads. It has many features that help to increase sales, decrease costs, and streamline business processes. Freshworks CRM is a comprehensive spution that covers the needs of small as well as big businesses. It performs the functions of a Sales force, a Customer support team, a Service desk, and a Project manager. It can be used for various purposes such as managing leads, tracking the status of the leads from booking to closing, managing tasks from creating an opportunity to closing it, managing the customer’s details, and analyzing data with a business intelligence top Nutshell. It provides real-time visual analytics which helps to analyze data in a better way.


Nutshell is a business intelligence top that helps to see deeper insights into your data and make better decisions. The easy-to-use interface makes it easy to access the rich information stored in the databases and display them on charts and dashboards. It helps to identify opportunities and risks by gaining insights through data analysis. It works with other business applications to centralize data and make it available for further analysis and reporting. Nutshell integrates with Freshworks CRM and can be used for:

Sales. It helps to forecast the sales and understand the sales pipeline, deal pipeline, and deal books by highlighting sales data.

Opportunities. It provides real-time visibility into the sales opportunity pipeline which helps the company know what deals are in pipeline and how far they are from closing.

Accounting. It gives an overview of revenue and expenses by providing a chart showing the revenue line items and expense line items for each revenue center.

Customer Service. It provides an overview of customer service tickets including customer requests and issues and helps to prioritize tickets and work on them efficiently.

Operations. It provides an overview of company’s operations including inventory, supply chain management, and shipping management to increase efficiency by optimizing the supply chain.

Marketing. It provides an overview of marketing activities which help to identify lead generation activities that are most productive.

Real-time Reporting. It provides real-time reporting across modules.

Integration of Freshworks CRM and Nutshell

The integration of Freshworks CRM with Nutshell provides an end-to-end customer experience by bringing together the functionality of CRM with the power of BI tops. The integrated spution helps to capture actionable information about customers before they become customers which increases the chances of conversion. After the conversion, it helps to track down the customer’s progress through different stages which helps to provide better services to customers. This integration helps to gather critical data from multiple sources with intuitive dashboards which provide actionable insights. The integration of Freshworks CRM with Nutshell improves visibility into all aspects of customer experience which helps to improve customer experience by providing timely support which directly impacts the revenues.

Benefits of Integration of Freshworks CRM and Nutshell

The process to integrate Freshworks CRM 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 March 29,2023 02:06 pm