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Marketing Automations

Reach your customers faster

Automate tags, audiences and emails based on lead activity or specific page views.

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Respond to real website intent—automatically.

When someone visits your pricing page, feature pages, or other high-value content, that behavior is a strong signal. Marketing automations let you react instantly to actual page visits—not just email clicks—so sales and marketing can follow up with better timing and context.

Trigger new leads automatically

When a known visitor reaches a key page, create a new lead and work them through the right pipeline, assign an owner, and apply lead tags—so sales can act immediately.

Add a new contact to an audience

Automatically place engaged contacts into the right audience the moment they view a specific page, so future messaging stays relevant without manual list management.

 

Automate a marketing email sequence based on interest

Enroll contacts in a drip sequence when they show intent—like checking out a feature page or returning to pricing—so your follow-up matches what they’re exploring. Building an effective drip email campaign strategy can help you convert interest into customers.

 

Add tags for greater segmentation

Tag contacts based on the pages they visit to sharpen targeting, personalize outreach, and build cleaner segments for future campaigns.

Notify your team when a contact engages with key information

Send real-time notifications when a known contact lands on an important page. Notify a specific teammate, the contact’s assignee, or the related lead owner so follow-up happens while interest is fresh.

Bring website behavior into your timeline

Important page visits automatically appear on a person or lead’s timeline, showing what they viewed, when they visited, and how long they stayed. This makes follow-ups feel natural, informed, and genuinely helpful.

Manage everything at a glance

View all your automated pages in a single list to see what’s active, what’s performing, and when automations last ran. Quickly enable or pause automations without losing your setup—perfect for testing, iterating, or adjusting campaigns on the fly.

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Marketing Automation FAQs

  • 1. What plans include Marketing automations?

    Marketing automations are available on Nutshell Marketing Pro and higher plans.

  • 2. What counts as an identified visitor?

    A visitor is identified when they submit a form on your website or click a link from an email sent through Nutshell. Once identified, their future page visits can trigger automations across your site.

  • 3. Do I need to install anything on my website?

    Yes. Marketing automations require the Nutshell tracking snippet to be installed on your site so visits can be matched to the correct person or lead. The Nutshell Support Team can help install the Nutshell tracking snippet for customers.

CRM features that boost your marketing effectiveness

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E-mail-markedsføring

Create custom audiences and send targeted emails with your CRM data to help you close more leads.

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SMS Marketing

Send and/or automate SMS drip sequences and broadcasts to your customers and audiences

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Automatisering af e-mails

Increase sales efficiency with Nutshell’s powerful email automation tool. Create personalized campaigns & track success right in your CRM

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Landingssider

Build, publish and manage landing pages for your digital marketing campaigns—no coding required. Add your forms and meeting scheduler to learn more about visitors.

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Web Form Builder

Registrer nemt kundeoplysninger og opret automatisk nye kontakter og leads i dit CRM med Nutshell Forms.

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Rapportering og analyse

Provides robust reporting and analytics to help you track campaign performance and to help you gain quick insights with automated reporting.

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Website Visitor Identification

Pinpoint the companies and individuals visiting your site so you can proactively target warm leads.

Gratis kundesupport

Connect with our world-class support team to get fast, friendly, and free support when needed.

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Sikkerhed

Vi tager sikkerheden og pålideligheden af dine data alvorligt. Vi samarbejder med branchens mest pålidelige infrastrukturudbyder, Amazon Web Services.

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App Marketplace

Integrate Nutshell with the rest of your tech stack

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See Nutshell’s Sales Features

Explore the comprehensive selection of features available in Nutshell’s Sales Suite

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See Nutshell’s Engagement Features

Learn more about Nutshell’s industry-leading Engagement Suite features

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See all of Nutshell’s features

Discover the broad spectrum of features and tools available to Nutshell customers

Thousands of happy users can’t be wrong.

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