The all-in-one CRM and email marketing platform that helps B2B organizations work together to win more deals.
Go to siteThe Nutshell API allows you to access and manage data within the Nutshell CRM platform, enabling you to automate tasks, sync information across apps, and build custom integrations. With Pipedream, these capabilities are harnessed through serverless workflows that can trigger actions within Nutshell or react to events, all with minimal setup. You can create leads, update contacts, manage sales processes, and more, all in a scalable and efficient manner.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
nutshell: {
type: "app",
app: "nutshell",
}
},
async run({steps, $}) {
const data = {
"id": "apeye",
"method": "getUser",
}
return await axios($, {
url: `https://${this.nutshell.$auth.api}/api/v1/json`,
auth: {
username: `${this.nutshell.$auth.email}`,
password: `${this.nutshell.$auth.password}`,
},
data,
})
},
})
Sync Nutshell Leads to Google Sheets: Automatically push new leads from Nutshell into a Google Sheet for further analysis or record keeping. This workflow can help sales teams keep track of leads without manual data entry.
Send Slack Notifications for New Deals: Set up a workflow where a Slack notification is sent to a specific channel whenever a new deal is created in Nutshell. This keeps the team informed in real-time and can prompt immediate action.
Create Nutshell Tasks from Email: When you receive an email that requires follow-up, have a Pipedream workflow parse the email and create a task in Nutshell. This ensures that nothing falls through the cracks and your CRM tasks are always up-to-date.
Nutshell uses OAuth authentication. When you connect your Nutshell account, Pipedream will open a popup window where you can sign into Nutshell and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Nutshell API.
Pipedream requests the following authorization scopes when you connect your account:
POST
POST
https://api.nutshell.com/v1/json
content-type: application/json