Nutshell + Prefinery Integration

Connect Nutshell to Prefinery - Automate your workflows in 1-click

Make use of Nutshell automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Set up Prefinery automations to send personalized campaigns, capture leads from various sources, and track campaign performance. And automate all the repetitive tasks between Nutshell & Prefinery using Integrately.
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Ready Workflows For Nutshell + Prefinery Integration

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Nutshell + Prefinery Integration

Create Prefinery user for new Nutshell person

If you're using Nutshell to manage your sales leads, it's important to also use Prefinery to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new person is created in Nutshell, a corresponding user will automatically be created in Prefinery.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Nutshell + Prefinery Integration
1.
  • Nutshell
    Person is created in Nutshell

    Triggers the automation when a new person is created

    Instant
  • Nutshell
    Activity is created in Nutshell

    Triggers the automation when a new activity is created

    Instant
  • Nutshell
    Lead is created in Nutshell

    Triggers the automation when a new lead is created

    Instant
  • Nutshell
    Lead is won in Nutshell

    Triggers the automation when a lead is marked as won

    Instant
  • Nutshell
    Company is created in Nutshell

    Triggers the automation when a new company is created

    Instant
  • Prefinery
    User is created in Prefinery

    Triggers the automation when a new user is created

    Instant
  • Prefinery
    User applied for campaign in Prefinery

    Triggers the automation when a user applies for a prelaunch or referral campaign

    Instant
  • Prefinery
    User is invited in Prefinery

    Triggers the automation when a user is invited

    Instant
  • Prefinery
    User actively participates in Prefinery

    Triggers the automation when a user actively participates in an event

    Instant
  • Prefinery
    User is rejected in Prefinery

    Triggers the automation when a user is rejected

    Instant
  • Prefinery
    User has resubscribed in Prefinery

    Triggers the automation when a user re-subscribes

    Instant
  • Prefinery
    User is suspended in Prefinery

    Triggers the automation when user account is suspended

    Instant
  • Prefinery
    User is unconfirmed in Prefinery

    Triggers the automation when a user is unconfirmed

    Instant
  • Prefinery
    User is updated in Prefinery

    Triggers the automation when the details of any are updated

    Instant
  • Prefinery
    User is imported in Prefinery

    Triggers the automation when a new user is imported

    Instant
  • Prefinery
    User is deleted in Prefinery

    Triggers the automation when any user is deleted

    Instant
  • Prefinery
    Referral created in Prefinery

    Triggers the automation when a referral is created

    Instant
  • Prefinery
    Reward earned in Prefinery

    Triggers the automation when a reward is earned

    Instant
  • Prefinery
    Reward delivered in Prefinery

    Triggers the automation when a reward is delivered

    Instant
  • Prefinery
    Reward revoked in Prefinery

    Triggers the automation when a reward is taken away

    Instant
  • Prefinery
    User has unsubscribed in Prefinery

    Triggers the automation when a user unsubscribes from emails

    Instant
2.
  • Nutshell
    Create person in Nutshell

    Generates a new person

  • Nutshell
    Search person in Nutshell

    Retrieves information about a person

  • Nutshell
    Create lead in Nutshell

    Generates new leads for potential customers

  • Nutshell
    Update lead in Nutshell

    Updates the lead information

  • Nutshell
    Search lead in Nutshell

    Retrieves information for a particular lead

  • Nutshell
    Create company in Nutshell

    Generates a new company profile with given details

  • Nutshell
    Search account in Nutshell

    Searches for account information

  • Nutshell
    Get contact by ID in Nutshell

    Retrieves a contact's information based on their id

  • Prefinery
    Create user in Prefinery

    Generates a new user account

  • Prefinery
    Unsubscribe user in Prefinery

    Removes user from mailing list

  • Prefinery
    Trigger rewards in Prefinery

    Initiates rewards

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