Add leads, people, and companies to Nutshell from FormIt forms.
Nutshell is an all-in-one CRM and email marketing platform that helps B2B organizations work together to win more deals. Now you can easily integrate your MODX FormIt forms with Nutshell, via the MODX to Nutshell CRM extra.
Using the Nutshell API, this integration provides a custom hook you can add to your FormIt forms, allowing you to generate leads, people, and companies directly to your Nutshell account.
Update: Nutshell now offers a native form-builder with every Nutshell subscription. Design, embed, and track simple web forms and automatically send new leads to your CRM—no complicated integrations or expensive subscriptions required! Learn more about Nutshell Forms right here.
Save time and spend less of your day manually importing leads and contacts.
What it does
Checks for existing people and companies, based on form fields
Automatically adds a new Nutshell contact (person), using the email address and name from your FormIt form
Adds a new company and attaches it to the contact
Creates a lead with a lead note based on your form fields
To use the MODX to Nutshell CRM hook, you have to supply a username and API key. This can be configured with system settings or FormIt parameters.