Integrating with Nutshell CRM

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.

 

Integration Overview

  • 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.

Setup Instructions

1. Navigate to Settings Integrations to select Nutshell under CRM:
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2. You'll be navigated to the Add Nutshell CRM dialog that will allow you to enter your credentials before clickingSave Integration:
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