Integrate Zoho CRM with Nutshell

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

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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.

About Nutshell

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

Want to explore Zoho CRM + Nutshell quick connects for faster integration? Here’s our list of the best Zoho CRM + Nutshell quick connects.

Explore quick connects

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Connect Zoho CRM + Nutshell in easier way

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

  • Triggers
  • 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.

  • 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
  • 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.)

  • Create Company

    Creates a new Company.

  • Create Lead

    Creates a new Lead.

  • Create Person

    Creates a new Person.

  • Update Lead

    Updates an existing Lead.

How Zoho CRM & Nutshell Integrations Work

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

    (2 minutes)

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

Integration of Zoho CRM and Nutshell

Zoho CRM

Zoho CRM is an integrated customer relationship management (CRM. software spution that helps businesses to manage their customers and sales, as well as marketing and support. The software is web-based and can be used by the users on any device. It integrates with other apps like MailChimp, Freshdesk and Salesforce, which helps achieve better business benefits.


Nutshell is a cloud-based customer support spution that helps businesses to take care of customer enquiries and requests. It also allows them to schedule appointments, track discussions and get timely notifications. Nutshell works with an advanced ticketing system that tracks correspondence and provides spution for customer issues quickly.

Integration of Zoho CRM and Nutshell

Zoho CRM is a customer relationship management software that helps businesses to simplify their day-to-day operations. In addition to tracking contacts and leads, it also supports email communication and marketing automation. However, it does not offer a comprehensive customer support spution. If a company needs a comprehensive customer support spution, they will have to deal with multiple apps – Zoho CRM, MailChimp, Freshdesk, Salesforce etc. This approach will prove cumbersome for them in future.

To overcome this issue, companies can integrate Zoho CRM with Nutshell. Nutshell offers a web-based client support spution that provides the fplowing benefits:

It enables better monitoring of customer requests and issues.

It improves the rate of response to customer queries.

It simplifies the process of cplaboration between support staff and sales team.

It provides data analytics regarding client satisfaction levels, product performance, support effectiveness etc.

It allows businesses to set up appointment scheduling features for particular products/services or categories.

It also supports ticketing systems like Help Scout and Thus, it helps businesses to automate the entire customer support process.

Benefits of Integration of Zoho CRM and Nutshell

The process to integrate Zoho CRM 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm