Integre o Deskpro com Nutshell
Nutshell é uma plataforma de CRM e de marketing por correio eletrónico tudo-em-um que ajuda as organizações B2B a trabalharem em conjunto para ganharem mais negócios.
O Deskpro é um software de helpdesk versátil que permite às empresas prestar um apoio ao cliente excecional, gerir fluxos de trabalho e simplificar as comunicações internas.
With Deskpro’s integration, you can seamlessly view key customer data form your Nutshell account with your helpdesk to make managing leads and closing deals even easier.
Melhore os seus processos de vendas, fornecendo acesso aos principais dados dos clientes diretamente no Deskpro
Benefícios
- Ligar os utilizadores do Deskpro aos contactos do Nutshell
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- Ver os principais dados do contacto
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- Ver os contactos do contacto
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- Ver a atividade registada do contacto
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- Ver notas sobre o contacto
Requisitos
You must have a Deskpro account and a Nutshell Account.
Como começar
This integration is powered by Zapier – set it up with your Zapier account.
Perguntas frequentes
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1. Why should I integrate Nutshell with my helpdesk? Will it really save time?
Yes. The integration links your helpdesk contacts with Nutshell sales data, so support agents see customer details, active leads, and deal status instantly. No switching between apps means faster context, smarter support, and agents who can hand off qualified leads directly to sales without repeating information.
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2. What customer information from Nutshell shows up in Deskpro?
When a Deskpro user is linked to a Nutshell contact, agents see that contact’s key details, all associated leads, logged activity history, and notes. This unified view eliminates manual lookups and gives support teams the context they need to provide informed, personalized assistance faster.
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3. Can I automatically send support tickets from Deskpro to Nutshell as leads?
Yes! Using Zapier, you can create workflows that automatically log support activity to Nutshell, update tickets based on lead progress, or even create new leads in Nutshell when specific support requests arrive. This keeps your sales pipeline synchronized with customer support data in real-time.
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4. Is this integration different from using Zapier directly?
The Nutshell-Deskpro integration powered by Zapier is the recommended approach—it’s pre-built and optimized for both platforms. You can set it up via Zapier directly if you prefer more customization, but the integrated version handles common workflows automatically with minimal setup.
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5. Do both my support team and sales team need accounts to use this integration?
Yes. You’ll need both a Deskpro account for your support team and a Nutshell account for your sales team. The integration creates a bridge between them, so support agents can view Nutshell customer data directly in Deskpro without needing to log into Nutshell separately.
