Integrate Nutshell with Zoho CRM

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

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About Nutshell

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

About Zoho CRM

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

Zoho CRM Integrations
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Best Nutshell and Zoho CRM Integrations

  • Nutshell Integration Zoho CRM Integration

    Nutshell + Zoho CRM

    Create/Update Lead to Zoho CRM from New Person in Nutshell Read More...
    Close
    When this happens...
    Nutshell Integration New Person
     
    Then do this...
    Zoho CRM Integration Create/Update Lead
  • Nutshell Integration Zoho CRM Integration

    Nutshell + Zoho CRM

    Create/Update Contact to Zoho CRM from New Person in Nutshell Read More...
    Close
    When this happens...
    Nutshell Integration New Person
     
    Then do this...
    Zoho CRM Integration Create/Update Contact
  • Nutshell Integration Zoho CRM Integration

    Nutshell + Zoho CRM

    Create Module Entry to Zoho CRM from New Person in Nutshell Read More...
    Close
    When this happens...
    Nutshell Integration New Person
     
    Then do this...
    Zoho CRM Integration Create Module Entry
  • Nutshell Integration Zoho CRM Integration

    Nutshell + Zoho CRM

    Add Attachment in Zoho CRM when New Person is created in Nutshell Read More...
    Close
    When this happens...
    Nutshell Integration New Person
     
    Then do this...
    Zoho CRM Integration Add Attachment
  • Nutshell Integration Zoho CRM Integration

    Nutshell + Zoho CRM

    Create/Update Lead to Zoho CRM from New Lead in Nutshell Read More...
    Close
    When this happens...
    Nutshell Integration New Lead
     
    Then do this...
    Zoho CRM Integration Create/Update Lead
  • Nutshell Integration {{item.actionAppName}} Integration

    Nutshell + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Nutshell + Zoho CRM in easier way

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

    Triggers
  • 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.

  • New Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

    Actions
  • Create Company

    Creates a new Company.

  • Create Lead

    Creates a new Lead.

  • Create Person

    Creates a new Person.

  • Update Lead

    Updates an existing Lead.

  • Add Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Nutshell & Zoho CRM Integrations Work

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

    (2 minutes)

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

Integration of Nutshell and Zoho CRM

Nutshell

Nutshell is a cloud-based document cplaboration and workflow software. It enables users to create, share and track time-sensitive documents and projects efficiently. Nutshell provides its users with real-time updates of the status of the project, team-wide communication, task management and file sharing.

Zoho CRM

Zoho CRM is a cloud-based customer relationship management (CRM. software that helps businesses manage their sales and marketing activities. Zoho CRM integrates with email and calendar platforms and supports multiple languages. It also allows users to socialize with customers through Facebook, Twitter and LinkedIn.

Integration of Nutshell and Zoho CRM

Nutshell is designed for business owners and executives to cplaborate with their teams on assignments in real time. The integration of Nutshell and Zoho CRM helps users to keep track of each other’s schedule, availability, workload and files. They can also communicate with each other in real time and make changes to the project schedule without delays. The integration eliminates double work and allows employees to focus on their assigned tasks.

Benefits of Integration of Nutshell and Zoho CRM

Nutshell and Zoho CRM are integrated in such a way that they are accessible from one platform. Since both applications are cloud-based, they automatically synchronize data between each other. Users can view their team members’ availability and workload from one place. This makes it easier for them to identify gaps in workload and assign tasks to free resources.

Nutshell plays an important rpe in making sure that your business gets the most out of your employees’ time. With Nutshell, you can easily track all your team members’ activity, availability, workload and project progress across different apps. Zoho CRM helps you manage your contacts, leads, opportunities and support requests. With the integration of these two applications, you can provide excellent customer service while ensuring your employees are not overworked.

The process to integrate Nutshell and Zoho CRM 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.