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.
Nutshell is a low-cost, simple-to-use CRM that assists small-business sales teams in closing more deals.Nutshell Integrations
Salesforce + NutshellUpdate Lead in Nutshell when New Lead is created in Salesforce Read More...
Salesforce + NutshellUpdate Lead in Nutshell when New Contact is created in Salesforce Read More...
It's easy to connect Salesforce + Nutshell without coding knowledge. Start creating your own business flow.
Triggers the moment a new account is created.
Triggers when a new attachment is created.
Triggers whenever a new case is created in your account.
Triggers upon the creation of a new contact.
Triggers upon the creation of a new event.
Triggers the moment there is a new lead in your account.
Triggers upon the creation of a new opportunity.
Triggers upon the creation of a new product.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers whenever a new task is created in your account.
Triggers whenever the stage of an opportunity is changed.
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
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.
Create a new attachment (max 25 mb)
Create a new contact.
Create a new custom object as per your choice.
Create a new event.
Create a new lead.
Create a new opportunity.
Creates a record.
Update an existing contact.
Modify an existing custom object (of the type you choose).
Updates a existing record.
Creates a new Company.
Creates a new Lead.
Creates a new Person.
Updates an existing Lead.
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 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.
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.
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.