Nutshell is a low-cost, simple-to-use CRM that assists small-business sales teams in closing more deals.
PipelineDeals is the first sales productivity platform that combines sales engagement and CRM in a single, user-friendly app.
pipelinedeals IntegrationsNutshell + pipelinedeals
Create Company to pipeline deals from New Person in Nutshell Read More...Nutshell + pipelinedeals
Create Task to pipeline deals from New Person in Nutshell Read More...Nutshell + pipelinedeals
Update Company in pipeline deals when New Person is created in Nutshell Read More...Nutshell + pipelinedeals
Create Person to pipeline deals from New Person in Nutshell Read More...Nutshell + pipelinedeals
Create Deal to pipeline deals from New Person in Nutshell Read More...It's easy to connect Nutshell + pipelinedeals without coding knowledge. Start creating your own business flow.
Triggers when a lead is won.
Triggers when new Activity is created.
Triggers when new Company is created.
Triggers when a new Lead is created.
Triggers when new Person is created.
Triggers when a deal in your PipelineDeals account is updated from one status to another.
Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.
Triggers when a new company is created in your PipelineDeals account.
Triggers when a new deal is created in your PipelineDeals account.
Triggers when a new person, lead, or contact is created in your PipelineDeals account.
get event categories
Hidden Trigger to list Person list
list deal stages
Creates a new Company.
Creates a new Lead.
Creates a new Person.
Updates an existing Lead.
Creates a new activity associated to an existing person, company or deal.
Creates a new company in your PipelineDeals account.
Creates a new deal in your PipelineDeals account.
Creates a new person in your PipelineDeals account.
Creates a new calendar task in your PipelineDeals account.
Updates an existing company in your PipelineDeals account.
Updates an existing deal in your PipelineDeals account.
Updates an existing person in your PipelineDeals account.
(30 seconds)
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(2 minutes)
Nutshell is a software company which was founded in 2006. The company has its headquarters in San Francisco, California, United States. It also has offices in New York City, Amsterdam and London.
It provides cloud-based software for managing legal matters. Its software includes document creation, cplaboration tops, calendaring, case management, time tracking, billing, reporting and docketing. It helps law firms to manage their clients’ cases.
Pipelinedeals is an online platform for ecommerce merchants that provides sputions to help them sell products online. It offers seller tops like order processing, inventory management, shipping automation, custom reports, sales tax management and business intelligence. It provides payment processing services through PayPal, Stripe and Braintree.
The integration of Nutshell and pipelinedeals will help the ecommerce merchants to offer better customer service by providing more tops for them. The integration will allow the merchants to create invoices, receive payments, track time spent on projects, send estimates to customers along with invoice reminders. The integration will also help the merchants to generate reports about the sales, profit margin, etc. Through this integration the merchants will be able to integrate their cloud-based accounting system with Nutshell. They can use this integration to generate invoices using Nutshell’s desktop app or website. The invoice generator will allow the merchants to select what they want to include in the invoice i.e. line item details are customizable. This will save the time of the merchant as they have to enter only few details about each line item.
The integration of Nutshell and pipelinedeals will also benefit the users of Nutshell as it will enable them to create reports related to time spent on various tasks within their organization and update them whenever they need. For example. The integration of Nutshell and pipelinedeals will enable the team members to track time spent on various tasks through the time tracking feature of pipelinedeals. They can enter time spent on particular project and update it whenever needed. The integration of Nutshell and pipelinedeals will benefit the companies as it will provide them with more features for tracking time spent on different projects. Also it will make it easier for them to generate reports about time spent on projects which will help them in generating more accurate estimates for their clients.
The merchant account providers of pipelinedeals can integrate their payment platform with Nutshell and provide payment processing services through Nutshell. This integration will help the merchants to accept payments from their customers through various payment methods provided by Nutshell such as credit cards and electronic checks. As Nutshell processes payments through PayPal and Stripe it will also help the merchants to accept payments from customers through these payment processors as well as Braintree.
Integration of Nutshell and pipelinedeals will help ecommerce merchants as it will provide them with more features for tracking time spent on different projects. Also it will make it easier for them to generate reports about time spent on projects which will help them in generating more accurate estimates for their clients. It will also benefit companies as they can track time spent on projects easily with the help of this integration.
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