Integrate Nutshell with LeadsBridge

Intro

Nutshell is the user-friendly small business CRM that helps sales reps win more deals, with sales process automation, fast on boarding, and free support.

In this article, you'll learn how to connect your LeadsBridge account with Nutshell.

Connect Nutshell integration

Before you start

Authorize Nutshell integration

Setup your Nutshell integration

1. Click on Connect Nutshell
2. Click on Create new integration to connect your Nutshell (or select an existing one from the dropdown if you already connected it)
3. A popup wil be opened where you can authorize the Nutshell integration
4. Fill Username, API Key field to connect Nutshell with LeadsBridge
5. Click on the Authorize button
6. You can choose a name for this Nutshell and LeadsBridge integration (you can also edit it later)
7. Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
8. Now that your Nutshell is connected, you can continue with the set-up of your bridge

Configuration details for Nutshell

How to get Username, API Key

To obtain your Nutshell API Key login to your account and select "Setup" menu. Select "API Keys" and Press "Add API key". Create the name of the API Key, Select: "API Access" in the permission tab and Press "New API Key" button. Once done Copy your API key inside your integration

Which entity concepts we support for Nutshell

With LeadsBridge you may use these entity concepts for Nutshell.

1. Lead

   A potential client that actively shows interest in a product or service by reaching out, filling a form or responding to an ad, for example.

2. Contact

   A person, or company, that has reached out to you in some way, usually leaving their contact information.

Do you need help?

Here some additional resources:

• LeadsBridge KNOWLEDGE BASE
• Contact support from your account clicking on the top right Support button