Nutshell CRM

Nutshell CRM is a web and mobile customer relationship management (CRM) service. It is composed of a web application, as well as mobile applications for the iOS and Android platforms.

You can trigger on the following events using Nutshell CRM with Flow XO:

  • New Contact
  • New Lead

And you can use the following actions:

  • Add, Update, Get and Delete a Lead
  • Add, Update, Get and Delete a Contact

Connecting Your Account

You'll need to use a combination of your Nutshell CRM registered email address and your API key to connect your account to Flow XO:

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You'll then need to click 'Test Connection' to receive the 'Connection succeeded.' message. You can then click 'Next' to continue configuring your Flow XO flow. 

FAQ

Any question on using this service we haven't answered?  Contact us!

Known Issues

We don't have any known issues at the moment - everything should work just fine :)

Tell us how we can improve this service on our public  Trello roadmap.

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