Integre Deskpro con Nutshell
Nutshell es una plataforma todo en uno de CRM y marketing por correo electrónico que ayuda a las organizaciones B2B a trabajar juntas para conseguir más acuerdos.
Deskpro es un software de asistencia versátil que permite a las empresas ofrecer una atención al cliente excepcional, gestionar los flujos de trabajo y agilizar las comunicaciones internas.
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.
Mejore sus procesos de ventas proporcionando acceso a los datos clave de los clientes directamente desde Deskpro.
Beneficios
- Vincular usuarios de Deskpro a contactos de Nutshell
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- Ver los datos clave del contacto
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- Ver los contactos
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- Ver la actividad registrada del contacto
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- Ver notas sobre el contacto
Requisitos
You must have a Deskpro account and a Nutshell Account.
Cómo empezar
This integration is powered by Zapier – set it up with your Zapier account.
Preguntas frecuentes
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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.
