Integrate Salesforce with Nutshell
Appy Pie Connect allows you to automate multiple workflows between Salesforce and Nutshell
- No code
- No Credit Card
- Lightning Fast Setup
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 IntegrationsLooking for the Nutshell Alternatives? Here is the list of top Nutshell Alternatives
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Streak
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Close.iO
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Contactually
Best Salesforce and Nutshell Integrations
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Salesforce + Nutshell
Update Lead in Nutshell when New Lead is created in Salesforce Read More...When this happens...
New Lead
Then do this...
Update Lead
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When this happens...
New Lead
Then do this...
Create Person
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When this happens...
New Lead
Then do this...
Create Company
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When this happens...
New Lead
Then do this...
Create Lead
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Salesforce + Nutshell
Update Lead in Nutshell when New Contact is created in Salesforce Read More...When this happens...
New Contact
Then do this...
Update Lead
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect Salesforce + Nutshell without coding knowledge. Start creating your own business flow.
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New Account
Triggers the moment a new account is created.
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New Attachment
Triggers when a new attachment is created.
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New Case
Triggers whenever a new case is created in your account.
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New Contact
Triggers upon the creation of a new contact.
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New Event
Triggers upon the creation of a new event.
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New Lead
Triggers the moment there is a new lead in your account.
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New Opportunity
Triggers upon the creation of a new opportunity.
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New Product
Triggers upon the creation of a new product.
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New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
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New Task
Triggers whenever a new task is created in your account.
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Opportunity Stage Change
Triggers whenever the stage of an opportunity is changed.
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Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
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Lead Won
Triggers when a lead is won.
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New Activity
Triggers when new Activity is created.
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New Company
Triggers when new Company is created.
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New Lead
Triggers when a new Lead is created.
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New Person
Triggers when new Person is created.
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Create Attachment
Create a new attachment (max 25 mb)
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Create Contact
Create a new contact.
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Create Custom Object
Create a new custom object as per your choice.
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Create Event
Create a new event.
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Create Lead
Create a new lead.
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Create Opportunity
Create a new opportunity.
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Create Record
Creates a record.
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Update Contact
Update an existing contact.
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Update Custom Object
Modify an existing custom object (of the type you choose).
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Update Record
Updates a existing record.
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Create Company
Creates a new Company.
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Create Lead
Creates a new Lead.
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Create Person
Creates a new Person.
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Update Lead
Updates an existing Lead.
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How Salesforce & Nutshell Integrations Work
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Step 1: Choose Salesforce as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Nutshell as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Salesforce to Nutshell.
(2 minutes)
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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.
