Use this article as a guide when integrating your account with Nutshell CRM.
At any time, you can come back to the Integrations page (Settings > Integrations) to make changes to the integration.
The field mappings are set up automatically when you follow the instructions below. For more information, take a look at this article.
- When creating a Quote in Quoter, you can search for an existing Nutshell CRM Contact or create a new one automatically.
- When a Quote is created, a Nutshell Lead will be added with the value of the Quote.
- When a Quote is updated, a new Nutshell Lead will be added and updated with the value of the Quote.
- When a Quoter Quote is won or lost, Quoter will update the status of the Nutshell Lead.
1. Navigate to Settings > Integrations to select Nutshell under CRM:
2. You'll be navigated to the Add Nutshell CRM dialog that will allow you to enter your credentials before clickingSave Integration: