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Automation CRM Integrations

Automation can transform the way your organization does business, helping you reach your targets with less effort and simplifying tasks like responding to customer support tickets and sending marketing campaigns. Besides making work easier for your team, automation can also improve the customer experience in multiple ways.

And when you add automation to your CRM, you can go even further.

Taking advantage of CRM integrations for automation lets your sales and marketing teams accomplish more in their workdays and create a personalized journey for your customers and contacts. For example, syncing your customer support and marketing data — like chats and emails — with your CRM creates a fuller picture of each customer relationship, helping you keep track of all the important information about each contact.

Sync new contacts and conversations from your website chats

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Easily publish and send email campaigns to Nutshell contacts

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Get automatic notifications on new leads, pipeline progress, and wins

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Your Marketo data will sync automatically with Nutshell, so your[...]

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Nutshell CRM Automation Integrations

Bringing the benefits of automation to your CRM is easy with automation CRM integrations through Nutshell. Take a look at some of the CRM integrations for automation you can get through Nutshell:

  • Integrating Nutshell with Intercom automatically creates contacts in Nutshell based on chat interactions and adds chat transcripts to their profiles.
  • An integration with Mailchimp allows you to automate email marketing campaigns and show prospects the messages they need at the right time.
  • Integrate Nutshell with Slack to automate notifications on new leads, wins, and pipeline progress.
  • An integration with Nutshell and Marketo automatically updates information about new and existing leads across both tools.

Don’t see the integration you’re looking for? Zapier can help! Integrating Zapier with Nutshell allows you to sync thousands of mission-critical tools with your CRM so they communicate seamlessly.

Through Zapier, you get access to automation tools like Hive, EngageBay, ClickUp, and hundreds more. Best of all, a basic Zapier account is free!

Need a custom integration? Nutshell’s AppConnect will give you even more flexibility to integrate your workflows and data between Nutshell and the applications your company already uses. Talk to our team about AppConnect!

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