Collaboration | Nutshell Integration Categories

Collaboration CRM Integrations

Staying connected with your team keeps everyone on the same page and helps you streamline your workflows for more efficiency. Collaboration tools are especially important when it comes to developing customer relationships, so you can avoid things like sending the same marketing email to a prospect three weeks in a row.

Want to maximize your connectivity? Use team collaboration CRM integrations

Integrating your collaboration platforms with your CRM is one of the best ways to provide teamwide insight into everything from customer data to progress on projects. Team collaboration CRM integrations help teams and businesses streamline workflows and connect with each other and with their customers.

Box

Easily attach your sales documents

Teamwork

Sync your data across platforms and enhance collaboration.

Todoist

Make managing your tasks and projects easier than ever.

Wrike

Automatically create projects and tasks when events occur in Nutshell.

Yesware

Send your emails into Nutshell with BCC

Can't find the integration(s) you need?

Contact our Support Engineering team to see how we can connect your tech to Nutshell! Need more information about Nutshell in general? Contact Sales

Nutshell CRM Collaboration Integrations

With Nutshell, you can integrate your CRM with several team collaboration tools:

Integrate Nutshell with Asana to create Asana projects for new leads in Nutshell so everyone knows what to work on next.
With a Formstack Documents integration, your team can merge new leads in Nutshell with Formstack documents to keep data synced.
Integrate Nutshell with Google Drive to create new files in Google Drive when you add a new Nutshell lead.
By integrating Nutshell and Google Sheets, you can create new rows in Google Sheets for Nutshell leads and vice versa.
Integrate Nutshell with ScheduleOnce for easy meeting scheduling and to create new leads based on meeting attendees.
An integration with Trello helps your team organize projects.
When you integrate Nutshell and Zoom, you can sync Zoom meeting activity and data into Nutshell so everyone on your team can reference important meeting information.
An integration with Basecamp lets you easily create and manage projects in Basecamp based on your team’s activity in Nutshell.
Integrating with Wrike creates new Wrike projects and tasks based on Nutshell activities so you can streamline collaboration.
A Jira and Nutshell integration helps your team track issues and manage projects across departments.

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

Want to maximize your connectivity? Use team collaboration CRM integrations