Integrate Demio with Nutshell CRM
Our integration with Demio powers:
- Creating Nutshell leads for Demio registrants
- Logging a Nutshell activity when a registrant joins a webcast
What is our App Marketplace?
We offer many instant integrations — such as Google, Microsoft and Quickbooks. Our App Marketplace gives you additional flexibility to connect Nutshell with many other software applications. Even better, with our Marketplace service, we’ll set up, maintain and eat the costs of your Zapier connections to Nutshell. You get all the Zaps with no strings attached.
Have more questions about this integration? Start a free trial and chat with our sales team!
Requirements for integrating Demio with Nutshell
To set up this integration, you will need a Demio account. Don’t have one yet? Sign up here.
Veelgestelde vragen
-
1. Can I connect multiple phone systems to Nutshell, like CallRail and RingCentral at the same time?
Yes! You can connect multiple phone integrations—CallRail, RingCentral, Dialpad, and Aircall all work together in Nutshell. Your team can make calls through any connected system, and each call logs accurately to the right contact. This flexibility lets you use the phone tools your team prefers without switching CRMs.
-
2. What’s the difference between CallRail call tracking and Nutshell’s built-in click-to-call feature?
Nutshell’s click-to-call (Pro+ plans) lets you dial from your CRM. CallRail adds call tracking analytics—showing which campaigns, keywords, or ads drive calls. Think of it this way: Nutshell logs calls; CallRail tracks where they come from. Together, they give you complete visibility into inbound lead sources.
-
3. How does CallRail data sync in real-time, or is there a delay?
CallRail syncs to Nutshell instantly when calls complete. Completed calls appear in your Calls page and activity timeline right away—no waiting. You’ll see AI-generated call summaries immediately, so your team can follow up fast without manual note-taking or delays.
-
4. What should I do if CallRail calls stop appearing in my Nutshell account?
First, verify both CallRail and Nutshell accounts are connected in Settings > Your settings > Phone. Check that your CallRail account permissions are active. If calls still aren’t syncing, contact Nutshell support—our team can trace the connection and resolve sync issues quickly.
-
5. Which is better for sales teams—CallRail, RingCentral, or Dialpad with Nutshell?
It depends on your needs. CallRail excels at call tracking and marketing attribution. RingCentral and Dialpad offer full communication platforms with team messaging. Nutshell integrates with all three, so pick the phone system that fits your workflow—your CRM works seamlessly with whichever you choose.
