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Integrate Salesforce with Nutshell

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

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About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

About Nutshell

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

Nutshell Integrations
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Best Salesforce and Nutshell Integrations

  • Salesforce Integration Nutshell Integration

    Salesforce + Nutshell

    Update Lead in Nutshell when New Lead is created in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    Nutshell Integration Update Lead
  • Salesforce Integration Nutshell Integration

    Salesforce + Nutshell

    Create Person to Nutshell from New Lead in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    Nutshell Integration Create Person
  • Salesforce Integration Nutshell Integration

    Salesforce + Nutshell

    Create Company to Nutshell from New Lead in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    Nutshell Integration Create Company
  • Salesforce Integration Nutshell Integration

    Salesforce + Nutshell

    Create Lead to Nutshell from New Lead in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    Nutshell Integration Create Lead
  • Salesforce Integration Nutshell Integration

    Salesforce + Nutshell

    Update Lead in Nutshell when New Contact is created in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Contact
     
    Then do this...
    Nutshell Integration Update Lead
  • Salesforce Integration {{item.actionAppName}} Integration

    Salesforce + {{item.actionAppName}}

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

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

    Triggers
  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

  • 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
  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

  • Create Company

    Creates a new Company.

  • Create Lead

    Creates a new Lead.

  • Create Person

    Creates a new Person.

  • Update Lead

    Updates an existing Lead.

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

How Salesforce & Nutshell Integrations Work

  1. Step 1: Choose Salesforce 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 Salesforce to Nutshell.

    (2 minutes)

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

Integration of Salesforce and Nutshell

Salesforce

Salesforce is a cloud based platform. A platform is a structure or environment in which a person or thing can exist, move or operate. The Salesforce platform provides a secure, scalable and reliable environment for CRM. It empowers businesses to connect with customers, partners and employees in entirely new ways.

Salesforce is an excellent top for managing customer interactions, business processes and sales results. It offers several benefits such as real-time analytics, automation, integration with other applications, speed of data entry and easy customization.

Nutshell

Nutshell is a web-based application that enables its users to share, communicate, and cplaborate with their team members. This can be done through text chat and video conferencing. It also allows you to create private spaces for your team for sharing files and documents. Nutshell integrates with Google Talk and Skype.

Integration of Salesforce and Nutshell

The integration of Salesforce and Nutshell enables ease of communication between the two platforms. This communication can be done through messaging system between users or by integrating the two platforms directly. All messages sent and received in Salesforce are also visible in Nutshell, thus making it possible to have a seamless flow of communication between Salesforce and Nutshell.

In addition, it allows you to create notes and tasks in Nutshell that will be added to Salesforce as tasks and notes respectively. You can also use Salesforce to create leads, opportunities, cases and custom objects, which can then be used to create notes and tasks in Nutshell.

Benefits of Integration of Salesforce and Nutshell

The integration of Salesforce and Nutshell helps in better cplaboration between the users of both the platforms. In Salesforce, the users can communicate through emails, Chatter feeds, calendar events and tasks. Thus integration with Nutshell gives the users more ways for better communication using different forms of communication such as text chats, video conferencing etc.

It makes it easier for the users to share files and documents with their team members by saving them in one place instead of having to transfer them from one user to another. Integration also allows you to create private spaces for your team for sharing files and documents. These private spaces are created in Nutshell where you can share any file type with your team members. These files can only be accessed from these private spaces. For example, you may have a document that needs only the technical members of your team to access it. You can create a private space within Nutshell just for your technical team members, where they can access this file and others like it.

The process to integrate Salesforce 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.