Nutshell

6 ways to send and track emails in Nutshell

Sally Stumbo
Sally Stumbo

In a CRM, email features and integrations are incredibly useful for staying in touch with your prospects and customers.

We have Help Center articles to explain all the ways you can send, receive, and track emails in Nutshell, but we thought we’d save you some clicks by covering all our various methods of email tracking in one place. Let’s get started!

1) BCC’ing emails into Nutshell

Ever since Nutshell was first launched, our BCC feature has provided a simple way to keep track of your sales conversations from any email client.

You can use BCC two ways: Either forward emails you receive to bcc@nutshell.com, or include bcc@nutshell.com in the “BCC” field when you send outgoing emails to customers. In either case, Nutshell will decode who is listed in the “to” and “from” fields of the header, and attach the email conversations to the right timelines in your Nutshell account.

2) Sending emails directly from Nutshell

send and track emails in nutshell crm

Nutshell now offers two-way email sync with Gmail and Office 365, which means you can send and receive work emails directly from your CRM if you use those platforms. Even if you use a different email program, you can still send and reply to emails out of Nutshell by adding your provider’s SMTP settings.

Sending emails through Nutshell is a big time-saver for me—I can check through past correspondence with someone and then fire off an email quickly on the spot, rather than having to navigate away to my email client.

3) Using Nutshell features in your Gmail/Outlook inbox

Nutshell for gmail


Our Nutshell for Gmail Chrome extension and Nutshell for Outlook add-in both bring the power of Nutshell to your inbox, allowing you to manage Nutshell contacts and leads directly from your email program. These extensions allow you to quickly view Nutshell records for anyone in the email conversation, create tasks, track communication timelines, write notes, and much more.

This method of email tracking is perfect for Nutshell users who prefer to work out of their Gmail or Outlook inbox, or occasionally switch back and forth between their CRM and email program. No matter how you like to work, Nutshell helps you stay organized and productive wherever you are.

Related: Comparing the 7 best CRMs for email selling and communication

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4) Tracking views and reply rates

nutshell email view tracking

Nutshell makes it easy to see if your emails are making an impact. Want to see if your last email to a prospect was opened? Simply enable email tracking and look for the eye icon underneath the timestamp of the email. Nutshell also measures the reply rates of your personal email sequences and shows you how many times each individual message has been viewed, so you can identify which campaigns are generating the most conversations.

5) Automatically subscribing prospects to email lists

Nutshell's native integrations with Constant Contact and Mailchimp make it much easier to nurture prospects through your funnel. Using the sales automation features of Nutshell Pro, you can automatically subscribe or unsubscribe your prospects to email lists depending on which stage they are in your pipeline—an incredibly helpful tool if you have different email drips for content downloaders, trial users, and new customers.

Our Constant Contact automation also gives you stats on the engagement of your email marketing for each subscriber, and allows you to filter and prioritize your leads by how they interact with your email campaigns. Learn more about it here.

6) Managing your email marketing directly out of Nutshell!

Released in February 2021, Nutshell Marketing seamlessly connects to our CRM platform, allowing Nutshell customers to design and send beautiful marketing emails to thousands of contacts at a time, and instantly track their impact.

Having your email marketing and CRM under the same roof makes life a lot easier for small business teams. With Nutshell Marketing, you can filter audiences based on up-to-date customer data, have a complete understanding of your relationship with each contact, and stop stressing about keeping multiple tools in sync.

Sending and tracking emails is just the beginning. Nutshell also helps you be more effective at email communication through shareable templates, bulk-emailing, and much more. Start a free 14-day trial to see how Nutshell can make you a rockstar of email sales!

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Powerful email marketing, minus the headaches

Nutshell Marketing plugs directly into your CRM data, so you can create highly targeted audience segments, track the impact of your emails in real-time, and manage all your communications out of a single tool. Get started for free!

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