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HubSpot CRM + Nutshell Integrations

Appy Pie Connect allows you to automate multiple workflows between HubSpot CRM and Nutshell

About HubSpot CRM

Hubspot CRM is a customer relationship management system that helps teams with their marketing, sales, and customer care needs. With Hubspot CRM, you can track prospects, close deals, nurture leads, sell more, and deliver exceptional customer support.

About Nutshell

Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.

Nutshell Integrations
Nutshell Alternatives

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Best HubSpot CRM and Nutshell Integrations

  • HubSpot CRM Microsoft Teams

    HubSpot CRM + Microsoft Teams

    Send Messages to Channels in Microsoft Teams for new Hubspot CRM Deals Read More...
    When this happens...
    HubSpot CRM New Deal
     
    Then do this...
    Microsoft Teams Send Channel Messages
    Keep your team on the same page by sending out notifications whenever new deals are created in your CRM. With this HubSpot CRM – Microsoft Teams integration, whenever a new deal is created in HubSpot, we’ll send all related information to your chosen Microsoft Teams channel without any manual effort from your end. To set it up, you'll just need to add channel names (single or multiple). Don’t worry we provide step-by-step instructions for it all.
    How this HubSpot CRM – Microsoft Teams integration works
    • A new deal is created in HubSpot CRM
    • Appy Pie Connect sends a message to the selected channel on Microsoft Teams
    What You Need
    • A HubSpot CRM account
    • A Microsoft Teams account
  • HubSpot CRM Microsoft Teams

    HubSpot CRM + Microsoft Teams

    Send Notifications to Microsoft Teams channels for new HubSpot CRM contacts Read More...
    When this happens...
    HubSpot CRM New Contact
     
    Then do this...
    Microsoft Teams Send Channel Messages
    Want to make sure that all your team members on Microsoft Teams know about every new customer on HubSpot CRM? Use this Connect to automatically send messages whenever new contacts are created in HubSpot CRM. Once you've set up this automation, adding a new contact on HubSpot CRM will automatically trigger a notification to the channel of your choice. This way, you can be sure everyone is in the loop at all times.
    How this HubSpot CRM – Microsoft Teams integration works
    • A new contact is created in HubSpot CRM
    • Appy Pie Connect sends a message to the Microsoft Teams channel
    What You Need
    • A HubSpot CRM account
    • A Microsoft Teams account
  • HubSpot CRM MailChimp

    HubSpot CRM + MailChimp

    Create MailChimp subscribers from new Hubspot CRM contacts Read More...
    When this happens...
    HubSpot CRM New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    Make your email marketing campaign more successful by connecting your MailChimp account with Hubspot CRM. This integration will help you grow your email subscribers list without any manual effort. Once it’s active, any time you create a new Hubspot CRM, the contacts will automatically be added to a Mailchimp list of your choice.
    How It Works
    • You create a new contact in Hubspot CRM
    • Appy Pie Connect automatically adds that contact to a Mailchimp list
    What You Need
    • A Mailchimp account
    • A Hubspot CRM account
  • HubSpot CRM Google Sheets

    HubSpot CRM + Google Sheets

    Add new rows to Google Sheets for HubSpot CRM contacts Read More...
    When this happens...
    HubSpot CRM New Contact
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Turn Google Sheets into a database for your HubSpot CRM contacts with Appy Pie Connect. Our platform lets you integrate HubSpot CRM with Google Sheets in minutes without any coding. Once you’ve set up this integration, whenever a new contact is added to your HubSpot CRM, we will automatically add it to the Google Sheets spreadsheet. This way you can keep a record of all your HubSpot CRM contacts in one place.
    How This Integration Works
    • A new contact is added to HubSpot CRM
    • Appy Pie Connect adds the contact information to a new row in a Google Sheets spreadsheet
    What You Need
    • A HubSpot CRM account
    • A Google account
  • HubSpot CRM HubSpot CRM

    Paypal + HubSpot CRM

    Create Deals on Hubspot CRM for new PayPal sales Read More...
    When this happens...
    HubSpot CRM Successful Sale
     
    Then do this...
    HubSpot CRM Create Deal
    Adding contacts to your customer relationship management platform is a great way to grow your lists, but it requires a lot of manual work on your part. Use this integration from Appy Pie Connect to automatically create a new contact or a new opportunity in Hubspot CRM whenever a sale is successfully completed in PayPal. This way, you can grow your business sales like never before.
    How It Works
    • A successful sale occurs in PayPal
    • Appy Pie Connect creates a new deal in HubSpot
    What You Need
    • A PayPal account
    • A HubSpot CRM account
  • HubSpot CRM HubSpot CRM

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    When this happens...
    HubSpot CRM {{item.triggerTitle}}
     
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Connect HubSpot CRM + Nutshell in easier way

It's easy to connect HubSpot CRM + Nutshell without coding knowledge. Start creating your own business flow.

    Triggers
  • New Company

    Triggers when a new company is created.

  • New Contact

    Triggered every time a new contact is created in HubSpot.

  • New Contact Property Change

    Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.

  • New Deal

    Triggers when a new deal is created.

  • New Deal in Stage

    Triggers when a new deal enters a stage.

  • Lead Won

    Triggers when a lead is won.

  • New Activity

    Triggers when new Activity is created.

  • New Company

    Triggers when new Company is created.

  • New Lead

    Triggers when a new Lead is created.

  • New Person

    Triggers when new Person is created.

    Actions
  • Create Company

    Creates a new company.

  • Create Deal

    Creates a new deal.

  • Create or Update Contact

    Create a new contact or update an existing contact based on email address.

  • Update Company

    Updates an existing company.

  • Update Deal

    Updates an existing deal.

  • Create Company

    Creates a new Company.

  • Create Lead

    Creates a new Lead.

  • Create Person

    Creates a new Person.

  • Update Lead

    Updates an existing Lead.

How HubSpot CRM & Nutshell Integrations Work

  1. Step 1: Choose HubSpot CRM as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate HubSpot CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Nutshell as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Nutshell with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of HubSpot CRM and Nutshell

HubSpot CRM?

HubSpot CRM is a marketing automation top that helps companies streamlines their sales process. It includes lead management, lead scoring, and email marketing tops. HubSpot CRM is used by over 30,000 companies and has won many awards since its launch in 2008 including the Stevie Awards for Sales & Customer Service and the B2B New Product Innovation Award.

  • Nutshell?
  • Nutshell is a CRM top that allows businesses to manage their contacts, leads, campaigns, workflows, and reports. It is used by over 50,000 organizations worldwide. Nutshell also features a social selling platform and a mobile app called Nutshell Connect that customers can download on their iPad or iPhone.

  • Integration of HubSpot CRM and Nutshell
  • HubSpot CRM integrates with multiple sales tops such as Slack, Google Apps, Dropbox, Twitter, LinkedIn, SalesforceIQ, and more. HubSpot’s integration with Nutshell is a key reason why I highly recommend both of these products to my clients. I have integrated HubSpot CRM with Nutshell in order to automate tasks such as sending Gmail templates to prospects based on their profile information. Once a prospect fills out a form on our website, we know which company they work for and where they are in the sales cycle because they have downloaded our guides. When the prospect downloads our guide from our website, we create a contact record in Nutshell using HubSpot’s API. We then create a pipeline for that contact in HubSpot using Nutshell’s API. In HubSpot, we set up a pipeline for this contact using the data from Nutshell and assign an account manager to them. In addition, we set up custom fields in HubSpot so that we know which guides the prospect was interested in and how to communicate with them using various templates depending on their rpe within their organization. This data can be exported to our CRM partners such as SalesforceIQ or Pipedrive using HubSpot’s API. Once the data is exported from Nutshell into these tops, it can be easily integrated with our team calendar in Google Calendar as well as our task management system in Slack. The integration of Nutshell with HubSpot allows us to accomplish all of these tasks while staying within the Nutshell interface instead of having to use several different applications.

    Nutshell allows us to send emails to prospects using templates created in Gmail. However, if we want to send emails to prospects from other email accounts such as outlook or hotmail, we can do this via HubSpot without leaving the Nutshell interface. In addition, we can add our Gmail templates into HubSpot and send emails from there instead. Overall, we save time by being able to send emails from one application instead of switching back and forth between multiple programs.

    The integration of HubSpot CRM with Nutshell allows us to integrate all of our sales tops into one interface rather than having to use several different apps simultaneously. We can also track the performance of our leads and campaigns more efficiently in one program instead of having to switch between several different platforms. For example, if a prospect fills out a Google form on our website, we can immediately add them as a contact record in Nutshell using the HubSpot API. Then we can assign an account manager to this person and set up a pipeline for them in HubSpot using the data from Nutshell. We can also send emails to this person from Gmail using the HubSpot API without leaving the Nutshell interface. Overall, this integration saves us a lot of time and money because we avoid the costs associated with hiring additional employees to manually input data between different platforms. Overall, this integration saves us a lot of time and money because we avoid the costs associated with hiring additional employees to manually input data between different platforms. Furthermore, it allows our sales team to focus on what they do best – selling – instead of spending time looking at multiple screens in order to track various aspects of client relationship management (CRM. such as leads and pipelines. For example, I use SalesforceIQ for my CRM top but also use HubSpot for my blogging software and for setting up marketing campaigns for my clients. If I had time to set up more integrations between my different CRM tops then I would use HubSpot even more effectively because I could set up automated tasks such as creating email templates in Gmail based on whether or not a contact meets certain criteria. However due to time constraints I only use Nutshell with HubSpot at this point in time but I plan on adding more integrations when I have more free time.

  • Benefits of Integration of HubSpot CRM and Nutshell
  • Increased productivity. The integration of HubSpot CRM with Nutshell allows users to save time by integrating their sales tops into one platform versus having to use several different apps simultaneously. Furthermore, it allows salespeople to spend more time focusing on what they do best – selling – instead of spending time looking at multiple screens in order to track various aspects of client relationship management (CRM. such as leads and pipelines.

    Better customer service. Integrating HubSpot CRM with Nutshell allows you to respond faster to your customers because you are able to access their contact information without leaving the Nutshell interface. As explained above, we use Nutshell’s API with HubSpot so that we can import contacts from Nutshell into HubSpot using various filters such as company size or job title which qualifies them as leads for our sales team. In addition, we have customized fields within HubSpot that allow us to tag contacts based on their rpe within their organization. For example, if a prospect is located in Boston then we label them as “Boston” so that we can send them relevant content once they fill out our forms. Furthermore, if we want to send an email template based on the city that they live in then we can quickly find all of our contacts who live in Boston through the Hubspot Tag feature and add these contacts into a group called “Boston” so that they are able to receive our template once they fill out one of our Google Forms. Overall, by creating groups within the HubSpot Pipeline feature based on various criteria such as job title or geographic location we are able to customize our marketing strategy based on each individual contact’s preferences thus increasing the quality of our leads overall.

    Increased productivity. The integration is an efficient way for me to track my prospects outreach activities because I can add tasks such as contacting specific people within my prospect’s company through Gmail or adding notes about my activity level at any given point in time without having to leave the platform that I am viewing my notes on at the time. For example when I am creating outreach emails for my clients using Gmail or Outlook then I immediately add notes about this activity into HubSpot so that I can see how many notes I have made about each individual client over time and how many times I have contacted them without having to switch between platforms or open Word documents just to keep track of these types of activities. Even though it may seem like a small thing, this feature makes it much easier for me to manage my day-to-day schedule because it allows me to stay organized without having to remember all of this information when I review it later while doing other tasks on my computer such as creating blog posts or checking my email inboxes or messaging apps throughout the day. I simply add notes about my activity level at any given point in time into HubSpot so that I can see how many notes I have made about each individual client over time and how many times I have contacted them without having to switch between platforms or open Word documents just to keep track of these types of activities. Even though it may seem like a small thing, this feature makes it much easier for me to manage my day-to-day schedule because it allows me to stay organized without having to remember all of this information when I review it later while doing other tasks on my computer such as creating blog posts or checking my email inboxes or messaging apps throughout the day. Additionally, once a prospect has filled out one of our forms then we are able to create custom fields within HubSpot based on what information they provide us about themselves and their company such as which guides they were interested in downloading or whether or not they would like more information about our services based on their answers provided on their form. We are also able to add custom fields into our contacts within Nutshell based on what information they provide us about themselves when filling out our Google Forms thus allowing us to automate most of our outreach activities once they have submitted one of our forms online

    The process to integrate HubSpot CRM and Microsoft Outlook may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.