Integrer Deskpro med Nutshell
Nutshell er en alt-i-én CRM- og e-mailmarketingplatform, der hjælper B2B-organisationer med at arbejde sammen om at vinde flere aftaler.
Deskpro er en alsidig helpdesk-software, der giver virksomheder mulighed for at yde enestående kundesupport, styre arbejdsgange og strømline intern kommunikation.
With Deskpro’s integration, you can seamlessly view key customer data form your Nutshell account with your helpdesk to make managing leads and closing deals even easier.
Forbedre dine salgsprocesser ved at give adgang til vigtige kundedata direkte i Deskpro.
Fordele
- Link Deskpro-brugere til Nutshell kontakter
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- Se kontaktpersonens vigtigste oplysninger
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- Se kontaktens kundeemner
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- Se kontaktpersonens loggede aktivitet
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- Se noter om kontakten
Krav
You must have a Deskpro account and a Nutshell Account.
Sådan kommer du i gang
This integration is powered by Zapier – set it up with your Zapier account.
Ofte stillede spørgsmål
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1. Why should I integrate Nutshell with my helpdesk? Will it really save time?
Yes. The integration links your helpdesk contacts with Nutshell sales data, so support agents see customer details, active leads, and deal status instantly. No switching between apps means faster context, smarter support, and agents who can hand off qualified leads directly to sales without repeating information.
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2. What customer information from Nutshell shows up in Deskpro?
When a Deskpro user is linked to a Nutshell contact, agents see that contact’s key details, all associated leads, logged activity history, and notes. This unified view eliminates manual lookups and gives support teams the context they need to provide informed, personalized assistance faster.
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3. Can I automatically send support tickets from Deskpro to Nutshell as leads?
Yes! Using Zapier, you can create workflows that automatically log support activity to Nutshell, update tickets based on lead progress, or even create new leads in Nutshell when specific support requests arrive. This keeps your sales pipeline synchronized with customer support data in real-time.
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4. Is this integration different from using Zapier directly?
The Nutshell-Deskpro integration powered by Zapier is the recommended approach—it’s pre-built and optimized for both platforms. You can set it up via Zapier directly if you prefer more customization, but the integrated version handles common workflows automatically with minimal setup.
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5. Do both my support team and sales team need accounts to use this integration?
Yes. You’ll need both a Deskpro account for your support team and a Nutshell account for your sales team. The integration creates a bridge between them, so support agents can view Nutshell customer data directly in Deskpro without needing to log into Nutshell separately.
