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Seamlessly Organize Communications and Appointments With

CRM Email & Calendar Sync

Nutshell syncs with your email and calendar accounts to create a hub for all your email communications, events, and meetings. This powerful integration streamlines email communication and activity scheduling, promoting better organization and customer experiences.

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Download our Chrome or Microsoft Extension

   

Conveniently send and receive emails without leaving your CRM

Whether you use Gmail, Microsoft Office 365/Outlook, or any other email provider, set up and sync your email in a few quick steps. Then, start sending personal and bulk emails from inside Nutshell right away! Plus, you can track email conversations in contact timelines, report on your CRM email sending, and see when messages you send from Nutshell are opened or clicked.

Send and Receive Emails Without Leaving Your CRM

Send Templated Nutshell CRM Emails From Inside Gmail

Save time by sending templated Nutshell emails from inside Gmail

Nutshell’s Chrome extension lets you do so much more in your Gmail inbox, including adding Nutshell’s email contacts, viewing contact information, creating tasks, viewing scheduled activities, and more. And with our Business and Enterprise CRM plans, you can send templated Nutshell emails right from your composer!

How can you access Nutshell email templates in Gmail?

Nutshell Sales customers on a Business or Enterprise plan can use Nutshell email templates directly from Gmail.

Verbessern Sie die Zusammenarbeit, indem Sie E-Mails mit Ihrem Team teilen

Geben Sie E-Mails aus Ihrem persönlichen Nutshell -Posteingang für den Rest Ihres Teams frei, um alle über Unterhaltungen mit Kunden oder Interessenten auf dem Laufenden zu halten. Nutshell spart Ihnen sogar Zeit, indem es automatisch Personeneinträge für neue Absender oder Empfänger erstellt, wenn Sie eine E-Mail freigeben.

CRM Email Sharing and Collaboration

CRM Email Security and Privacy Settings

Protect sensitive information by taking control of email privacy

You choose which emails are visible to your team in Nutshell and which stay private in your personal inbox. Keep sensitive messages out of Nutshell by adding specific email addresses to your personal or company-wide email blocklist. And add all your organization’s domains to the “Internal domains” table to keep one-to-one messages between team members out of Nutshell.

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Synchronisieren Sie Ihren Kalender, um den Überblick über Termine zu behalten

Nutshell makes managing your appointments and meetings a breeze. Configure your Google, Microsoft, or other calendar account to integrate with your CRM so you can start tracking calendar activities in Nutshell and vice versa. You have control over which activities sync and where!

Sync Your Calendar With Your CRM

Keep your emails and appointments organized and up to date

Syncing your email contacts, email conversations, and calendar events with Nutshell gives you the power to continue doing business directly from your CRM. It’s a great way to streamline your operation, ensuring all your interactions, appointments, and data live in one well-organized place.

And it’s easy to do. Explore our helpful interactive email and calendar integration walkthrough below to find out more.

Get an inside look at syncing your email and calendar with Nutshell

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Have a question? Need to see more? Register for a free 30-minute Nutshell demo and product tour with one of our team members to determine if Nutshell is a match for your business.

CRM features that boost your sales effectiveness

Vertriebsautomatisierung

Put time-wasting tasks on autopilot so your team can focus on building relationships and nurturing leads through your sales pipeline.

Pipeline-Management

Create custom pipelines and manage them easily with multiple views to nurture leads efficiently and stay on top of every deal.

Berichterstattung und Analytik

Provides robust reporting and analytics to help you track your team’s performance and to help you gain quick insights with automated reporting.

E-Mail-Automatisierung

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

Künstliche Intelligenz

Streamline daily processes using the generative power of AI in Nutshell to simplify sales activities and open up a world of possibilities.

Besprechungsplaner

Create and manage virtual meetings and sync the information with your Calendar without leaving your CRM.

Quotes

Quickly create and send custom quotes, easily track quote progress and prospect proposal engagement, and effortlessly manage and share your quotes in different formats.

Zusammenarbeit im Team

Store customer notes, interactions and easily bring colleagues into the conversation and stay notified of everything that needs your attention.

Kontakt Management

Improve calendar, email, & contact organization from any source with Nutshell’s contact management software.

Schürfen

Search through over 200 million contacts, add ideal customers to your CRM, and connect with your future buyers.

Website Visitor Identification

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

Contact Enrichment

Locate specific individuals working at the companies in your book of business and reveal their contact information so you can start the conversation.

Lead-Attribution

With channel and source data automatically added to your new leads, you can know where your best leads come from and invest smarter in your marketing.

Kostenlose Kundenbetreuung

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

Email and Calendar sync

Easily sync your email and calendar with Nutshell to make your CRM work where you do.

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Sicherheit

Wir nehmen die Sicherheit und Zuverlässigkeit Ihrer Daten ernst. Wir arbeiten mit dem vertrauenswürdigsten Infrastrukturanbieter der Branche zusammen, Amazon Web Services.

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Integrate Nutshell with the rest of your tech stack

See Nutshell’s Marketing Features

Find out more about Nutshell’s extensive range of Marketing Suite features

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

CRM email and calendar sync FAQs

  • 1. What is CRM email and calendar integration?

    CRM email and calendar integration is the connection between your customer relationship management (CRM) software and your email client, typically Google or Office 365. 

    With this connection, users can monitor email communication and schedule appointments directly from their CRM. There’s no need for users to switch between their email application and CRM system because every action taken within one or the other is synchronized and appears in both.

  • 2. Does Nutshell offer CRM email integration with Google, Microsoft Office 365, and other email and calendar providers?

    Yes. Nutshell users can easily integrate with their Google or Office 365 email and calendar providers to sync emails and calendar events. It’s also possible to synchronize Nutshell with other email and calendar platforms by providing the SMTP hostname, port type, and port number associated with your email server.

  • 3. How do I set up CRM email and calendar sync in Nutshell?

    Syncing your Nutshell CRM platform with your email and calendar service is easy when you follow these quick steps:

    1. Ensure the email address for the account you want to sync is listed in your Nutshell profile—Only one email address is permitted per account, but you can connect up to five via SMTP.
    2. Next, go to “Your settings” > ”Email send” and click on the “Set up email with Nutshell” button.
    3. Choose your email provider—Google, Office 365, or another—-and follow the instructions to connect your email with Nutshell.
    4. Then, navigate to “Your settings” > “Sync email,” toggle the email sync switch next to your email address to “ON,” and follow the prompts to complete email synchronization.
    5. Head over to “Your settings” > “Calender,” click the “Enable” button next to your email address, and select the activity types you’d like to sync—all, important, or none.

    You can also configure email and calendar sync settings further, such as allowing two-way sync or automatically sharing emails with your team.

Benötigen Sie ein benutzerfreundliches CRM, um den Vertrieb und die Effizienz Ihres Teams zu steigern?

Nehmen Sie an unserer geführten Tour teil und entdecken Sie die unglaublichen Funktionen von Nutshell!

Nutshell keeps my team organized and allows me to see where we sit as a sales team very quickly. My deals are easy to update and easy to sync with calendars to make sure we stay on top of everything.

Phil T. – FortyAU, LLC

Send and receive emails directly from Nutshell.

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