How can you access Nutshell email templates in Gmail?
Nutshell Sales customers on a Business or Enterprise plan can use Nutshell email templates directly from Gmail.
Nutshell syncs with your email and calendar accounts to create a hub for all your email communications, events, and meetings. This powerful integration streamlines email communication and activity scheduling, promoting better organization and customer experiences.
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Whether you use Gmail, Microsoft Office 365/Outlook, or any other email provider, set up and sync your email in a few quick steps. Then, start sending personal and bulk emails from inside Nutshell right away! Plus, you can track email conversations in contact timelines, report on your CRM email sending, and see when messages you send from Nutshell are opened or clicked.
Nutshell’s Chrome extension lets you do so much more in your Gmail inbox, including adding Nutshell’s email contacts, viewing contact information, creating tasks, viewing scheduled activities, and more. And with our Business and Enterprise CRM plans, you can send templated Nutshell emails right from your composer!
Nutshell Sales customers on a Business or Enterprise plan can use Nutshell email templates directly from Gmail.
Del e-poster fra den personlige innboksen din på Nutshell med resten av teamet for å holde alle oppdatert om samtaler med kunder eller potensielle kunder. Nutshell sparer deg til og med for tid ved automatisk å opprette personposter for nye avsendere eller mottakere når du deler en e-post.
You choose which emails are visible to your team in Nutshell and which stay private in your personal inbox. Keep sensitive messages out of Nutshell by adding specific email addresses to your personal or company-wide email blocklist. And add all your organization’s domains to the “Internal domains” table to keep one-to-one messages between team members out of Nutshell.
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Nutshell makes managing your appointments and meetings a breeze. Configure your Google, Microsoft, or other calendar account to integrate with your CRM so you can start tracking calendar activities in Nutshell and vice versa. You have control over which activities sync and where!
Syncing your email contacts, email conversations, and calendar events with Nutshell gives you the power to continue doing business directly from your CRM. It’s a great way to streamline your operation, ensuring all your interactions, appointments, and data live in one well-organized place.
And it’s easy to do. Explore our helpful interactive email and calendar integration walkthrough below to find out more.
Have a question? Need to see more? Register for a free 30-minute Nutshell demo and product tour with one of our team members to determine if Nutshell is a match for your business.
CRM email and calendar integration is the connection between your customer relationship management (CRM) software and your email client, typically Google or Office 365.
With this connection, users can monitor email communication and schedule appointments directly from their CRM. There’s no need for users to switch between their email application and CRM system because every action taken within one or the other is synchronized and appears in both.
Yes. Nutshell users can easily integrate with their Google or Office 365 email and calendar providers to sync emails and calendar events. It’s also possible to synchronize Nutshell with other email and calendar platforms by providing the SMTP hostname, port type, and port number associated with your email server.
Syncing your Nutshell CRM platform with your email and calendar service is easy when you follow these quick steps:
You can also configure email and calendar sync settings further, such as allowing two-way sync or automatically sharing emails with your team.
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Nutshell keeps my team organized and allows me to see where we sit as a sales team very quickly. My deals are easy to update and easy to sync with calendars to make sure we stay on top of everything.
Phil T. – FortyAU, LLC
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