Nutshell + Salesforce Integration

Connect Nutshell to Salesforce in 1 click

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1.
  • Nutshell
    Person is created in Nutshell Instant
  • Nutshell
    Activity is created in Nutshell Instant
  • Nutshell
    Lead is created in Nutshell Instant
  • Nutshell
    Lead is won in Nutshell Instant
  • Nutshell
    Company is created in Nutshell Instant
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
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2.

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Ready Workflows Ready Workflows   for Nutshell + Salesforce Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Nutshell + Salesforce Integration

Create Salesforce record for new Nutshell person

When a new person is created in your Nutshell, you can automatically create a record for them in your Salesforce. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!
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Nutshell + Salesforce Integration

Create Salesforce 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 - Salesforce integration, anytime a new Nutshell person is created, an Salesforce 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.
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Our team can create automations for you... At no extra cost!

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Automations

Top 10 Most Popular Nutshell Automations from
Integrately Community

Just click on the workflow you want to automate

Nutshell logo
Adobe Commerce (Magento) logo
Create Adobe Commerce (Magento) customer for new Nutshell person
Activate
Nutshell logo
Google Meet logo
Create Google Meet event for new Nutshell person
Activate
Nutshell logo
Google Sheets logo
Create Google Sheets row for new Nutshell person
Nutshell logo
CompanyHub logo
Create CompanyHub record for new Nutshell person
Nutshell logo
Salesforce logo
Create Salesforce record for new Nutshell person
Nutshell logo
Adobe Commerce (Magento) logo
Create Adobe Commerce (Magento) customer for new Nutshell person
Activate
Nutshell logo
Google Meet logo
Create Google Meet event for new Nutshell person
Activate
Nutshell logo
Google Sheets logo
Create Google Sheets row for new Nutshell person
Nutshell logo
CompanyHub logo
Create CompanyHub record for new Nutshell person
Nutshell logo
Salesforce logo
Create Salesforce record for new Nutshell person
Nutshell logo
Airtable logo
Create Airtable record for new Nutshell person
Nutshell logo
Notion logo
Create Notion database item for new Nutshell person
Nutshell logo
Bubble logo
Create Bubble data thing for new Nutshell person
Nutshell logo
PostgreSQL logo
Create PostgreSQL row for new Nutshell person
Nutshell logo
MySQL logo
Create MySQL row for new Nutshell person
Nutshell logo
Airtable logo
Create Airtable record for new Nutshell person
Nutshell logo
Notion logo
Create Notion database item for new Nutshell person
Nutshell logo
Bubble logo
Create Bubble data thing for new Nutshell person
Nutshell logo
PostgreSQL logo
Create PostgreSQL row for new Nutshell person
Nutshell logo
MySQL logo
Create MySQL row for new Nutshell person

Top 10 Most Popular Salesforce Automations from
Integrately Community

Most popularmost-popular-automations
01
Elementor Forms logo
Salesforce logo
Create Salesforce contact for new Elementor Forms form submission
02
Salesforce logo
Telegram logo
Send Telegram message for new Salesforce record
03
Salesforce logo
Microsoft To-Do logo
Create Microsoft To-Do task for new Salesforce task
04
Zoho Desk logo
Salesforce logo
Create Salesforce opportunity for new Zoho Desk ticket
05
Manychat logo
Salesforce logo
Create Salesforce record for new ManyChat external request
cloud
Salesforce
app integration
06
Google Sheets logo
Salesforce logo
Create Salesforce contact for new Google Sheets row
07
Google Sheets logo
Salesforce logo
Create Salesforce record for new Google Sheets row
08
Salesforce logo
WATI logo
Send WATI message for new Salesforce record
09
Salesforce logo
Google Calendar logo
Create Google Calendar event for new Salesforce record
10
WordPress logo
Salesforce logo
Create Salesforce contact for new WordPress user
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How Integrately Works?

1
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2
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3
Automation is ready
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Want to automate something else in your workflow?

You Can Also Connect Nutshell or Salesforce With 1400+ Other Apps

Nutshell
Nutshell
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.
Salesforce
Salesforce
Salesforce helps you to organize your business data. The platform allows businesses to connect with its customers in real time and across channels, using analytics to drive better business decisions.