Nutshell + Kylas CRM Integration

Connect Nutshell to Kylas CRM in 1 click

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Popular Nutshell + Kylas CRM Workflows

Create Kylas CRM contact for new Nutshell person

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Nutshell - Kylas CRM integration, anytime a new Nutshell person is created, an Kylas CRM contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.

Activate

When Person is created in Nutshell > Check condition > Create contact in Kylas CRM

Nutshell + Kylas CRM Integration

Activate

When Lead is created in Nutshell > Check condition > Create contact in Kylas CRM

Nutshell + Kylas CRM Integration

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Person is created in Nutshell Instant
Activity is created in Nutshell Instant
Lead is created in Nutshell Instant
Lead is won in Nutshell Instant
Company is created in Nutshell Instant
Lead is created in Kylas CRM Instant
Lead is updated in Kylas CRM Instant
Contact is updated in Kylas CRM Instant
Contact is created in Kylas CRM Instant
Deal is updated in Kylas CRM Instant
Deal is created in Kylas CRM Instant

Create person in Nutshell
Search person in Nutshell
Create lead in Nutshell
Update lead in Nutshell
Search lead in Nutshell
Create company in Nutshell
Search account in Nutshell
Get contact by ID in Nutshell
Create contact in Kylas CRM
Create Lead in Kylas CRM
Create deal in Kylas CRM
Create company in Kylas CRM

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Nutshell is an affordable, easy-to-use CRM. Features include lead scoring and prioritization, along with activity streams and notifications to help you stay on top of your opportunities.

See Nutshell Integrations

Kylas CRM is a feature-rich, easy to use and intuitive Sales CRM software. It helps you get more out of your sales efforts by increasing the number of effective leads, following up on each lead and converting them into customers.

See Kylas CRM Integrations