Zoom Phone

Integrating Zoom Phone with Nutshell CRM

Our native integration with Zoom Phone enables you to make calls and keep track of your communication in Nutshell CRM. This integration helps streamline your sales process, save time, and improve team collaboration.

Nutshell CRM is the all-in-one solution that helps B2B organizations to achieve their sales goals. Zoom Phone is a cloud-based phone system designed for businesses, providing an enterprise-grade calling experience with its superior audio, video, and web conferencing capabilities.

With the Nutshell and Zoom Phone integration, you can easily log and manage all your phone conversations inside Nutshell and keep all your call details organized at your fingertips.

Zoom Phone CRM integration benefits:

• Effortless call management: Place calls with one click within Nutshell, saving you more time and reducing the need to switch between different applications, windows, or devices.
• Seamless organization: Automatically track call details in Nutshell alongside the rest of your interaction data, improving organization and providing one source of communication history.
• Collaborative sales process: Get more visibility on your team’s phone activities with call notes and logs in Nutshell, ensuring everyone is on the same page with customer communication and interaction.

What it does:

With the integration installed, Nutshell will automatically log call details in your contact’s record. Plus, you can make calls directly from Nutshell.

How to get started

Contact our team for assistance with setting up an integration.