Sales Automation
Put time-wasting tasks on autopilot so your team can focus on building relationships and nurturing leads through your sales pipeline.
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Connect Gmail or Office 365 to Nutshell so emails, meetings, and follow-ups stay tied to the right people and deals.
🎉 No credit card required!
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.
Nutshell’s Chrome extension and Outlook extension let you do so much more in your Gmail or Outlook inbox, including adding Nutshell’s email contacts, viewing contact information, creating tasks, viewing scheduled activities, and more. And with our Business and Enterprise Sales plans, you can send templated Nutshell emails right from your email composer!
Share emails from your personal Nutshell inbox with the rest of your team to keep everyone in the loop about conversations with customers or leads. Nutshell even saves you time by automatically creating People records for new senders or recipients when you share an email.
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.
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!
Try Nutshell free for 14 days or let us show you around before you dive in.
🎉 No credit card required!
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.
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.
Syncing your Nutshell CRM platform with your email and calendar service is easy when you follow these quick steps:
You can also configure email and calendar sync settings further, such as allowing two-way sync or automatically sharing emails with your team.
Yes. You can block specific email addresses company-wide or create personal blocklists to prevent sensitive emails (HR, payroll, legal) from syncing. For Gmail users, sync only labeled emails by creating filters. You also control team visibility—choose to share emails manually or automatically. Nutshell automatically excludes internal company emails by default.
Email and calendar sync eliminates tool-switching, saving your team significant time daily. You get automatic email logging to contacts and deals, real-time meeting tracking, and email open/click visibility—all without leaving Nutshell. Teams report better customer context, faster follow-ups, and improved deal management when everything’s centralized in one place.
Nutshell’s email and calendar sync setup takes just minutes—no complex configuration needed. You’ll connect your Gmail or Office 365 account through a simple wizard, and sync starts automatically. Most teams are fully operational within an hour, with no IT involvement required. Our support team is available if you need help.
Put time-wasting tasks on autopilot so your team can focus on building relationships and nurturing leads through your sales pipeline.
Create custom pipelines and manage them easily with multiple views to nurture leads efficiently and stay on top of every deal.
Provides robust reporting and analytics to help you track your team’s performance and to help you gain quick insights with automated reporting.
Increase sales efficiency with Nutshell’s powerful email automation tool. Create personalized campaigns & track success right in your CRM
Streamline daily processes using the generative power of AI in Nutshell to simplify sales activities and open up a world of possibilities.
Create and manage virtual meetings and sync the information with your Calendar without leaving your CRM.
Quickly create and send custom quotes and invoices, easily track quote and invoice progress and engagement, and effortlessly manage and share your quotes and invoices in different formats.
Store customer notes, interactions and easily bring colleagues into the conversation and stay notified of everything that needs your attention.
Easily accelerate revenue-driving tasks in your CRM, so you and your team can spend more time on selling.
Improve calendar, email, & contact organization from any source with Nutshell’s contact management software.
Quickly import your entire products and services list with Nutshell’s Product Importer, so you and your team can spend less time on administration and more time on selling.
Search through over 200 million contacts, add ideal customers to your CRM, and connect with your future buyers.
Pinpoint the companies and individuals visiting your site so you can proactively target warm leads.
Locate specific individuals working at the companies in your book of business and reveal their contact information so you can start the conversation.
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.
Connect with our world-class support team to get fast, friendly, and free support when needed.
Easily sync your email and calendar with Nutshell to make your CRM work where you do.
We take the security and reliability of your data seriously. We partner with the industry’s most trusted infrastructure provider, Amazon Web Services.
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