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Nutshell + Salesforce Integrations

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

About Nutshell

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

About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

Salesforce Integrations
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Best Nutshell and Salesforce Integrations

  • Nutshell Google Calendar

    Salesforce + Google Calendar

    Save Salesforce Events to Google Calendar Read More...
    When this happens...
    Nutshell New Event
     
    Then do this...
    Google Calendar Create Detailed Event
    You might not know it, but managing your Salesforce events is an impactful part of your business strategy. With this Salesforce-Google Calendar integration, you can effectively manage every event in salesforce by adding it to Google Calendar for action. After setting it up, any new Salesforce event will automatically be added to your Google Calendar while delivering top-quality customer service.
    How It Works
    • Triggers when a new event is created in Salesforce
    • Appy Pie Connect automatically adds that event to Google Calendar
    What You Need
    • A Salesforce account
    • A Google Calendar account
  • Nutshell Google Calendar

    Salesforce + Google Calendar

    Add new Salesforce events to Google Calendar as detailed events Read More...
    When this happens...
    Nutshell New Event
     
    Then do this...
    Google Calendar Create Detailed Event
    With Appy Pie Connect, you can automatically add new Salesforce events to Google Calendar as they are created. After setting this integration up, whenever an event is created in Salesforce, Appy Pie Connect will automatically add that event to your Google Calendar in details. However, this integration doesn’t create Google Calendar events from existing Salesforce events, but will create Google Calendar event for every new Salesforce event after the integration is set up.
    How It Works
    • Triggers when a new event is created in Salesforce
    • Appy Pie Connect adds that same event to a Google Calendar in details
    What You Need for this Integration
    • A Salesforce account
    • A Google Calendar account
  • Nutshell Slack

    Salesforce + Slack

    Create Slack messages for new Salesforce leads Read More...
    When this happens...
    Nutshell New Lead
     
    Then do this...
    Slack Send Channel Message
    If you want to keep your entire team informed about new Salesforce leads, then this connect is great for you. With this Connect, whenever a new lead is generated in your Salesforce, Appy Pie Connect will automatically send a notification to your chosen Slack channel. An important point to remember in this Connect is that it doesn’t create Slack messages for existing Salesforce leads in your Salesforce account but will create message for every new Salesforce lead after the integration has been set up.
    How This Integration Works
    • Triggers when a new lead is created on Salesforce
    • Appy Pie Connect sends a message to your chosen slack channel
    What You Need
    • A Salesforce account
    • A Slack account
  • Nutshell Slack

    Salesforce + Slack

    Get Slack notifications for new Salesforce opportunities Read More...
    When this happens...
    Nutshell New Opportunity
     
    Then do this...
    Slack Send Channel Message
    Keep you and your teammates updated with Slack messages about every new Salesforce opportunity with this Salesforce-Slack integration. Once you've activated this integration, we will send a notification to your chosen slack channel every time a new opportunity is created in Salesforce. By setting up this Connect, you can keep your team updated about new Salesforce opportunities. Note: This integration will not create Slack messages from existing Salesforce opportunities but will create a message for every new opportunity after this integration has been setup.
    How This Integration Works
    • Triggers when a new opportunity is created in Salesforce
    • Appy Pie Connect sends a message about it on your chosen Slack channel
    What You Need
    • A Salesforce account
    • A Slack account
  • Nutshell Trello

    Salesforce + Trello

    Add cards on Trello for new tasks on Salesforce Read More...
    When this happens...
    Nutshell New Task
     
    Then do this...
    Trello Create Card
    Still managing your CRM contacts and tasks separately with Salesforce and Trello? Then use our Salesforce to Trello integration and improve your productivity. After this Connect is active, whenever a new task is created on Salesforce, a new task would be added on Trello, making task management simpler to a great extent. Note: This integration will only work for the new tasks created in a Salesforce account. It doesn’t create any new cards in Trello for existing Salesforce tasks.
    How This Connect Works
    • Whenever a new task is added on Salesforce
    • Appy Pie Connect adds a new card in Trello
    What You Need
    • A Salesforce account
    • A Trello account
  • Nutshell Trello

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Nutshell {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Nutshell + Salesforce in easier way

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

    Triggers
  • 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.

  • New Account

    Triggers the moment a new account is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    Actions
  • Create Company

    Creates a new Company.

  • Create Lead

    Creates a new Lead.

  • Create Person

    Creates a new Person.

  • Update Lead

    Updates an existing Lead.

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

How Nutshell & Salesforce Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Nutshell with Appy Pie Connect.

    (10 seconds)

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

    (30 seconds)

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

    (10 seconds)

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

    (2 minutes)

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

Integration of Nutshell and Salesforce

Nutshell is a company that was founded in 2003. They provide on-demand business intelligence software to increase revenue and reduce expenses by focusing on customer retention, engagement and acquisition.The Salesforce Service Cloud is a platform that provides a single environment for all of your customer engagement needs via sales, service and marketing.Salesforce created the Salesforce1 Platform which is an Android based mobile application framework with native SDKs for iOS, Android, Windows Phone and HTML5.Salesforce uses the Open Application Exchange (OAS. to support AppExchange apps. OAS provides an open ecosystem that allows third-party developers to create applications that can be embedded in Salesforce.Salesforce has integrations with many other companies including Microsoft, Google, Oracle, Facebook, Twitter, Instagram, YouTube and others.On March 18th, 2014 Nutshell announced they are integrating their software with Salesforce Service Cloud to enhance customer engagement and create better business insights.The integration will allow customers to access Nutshell directly from within Salesforce Service Cloud. Users can view their key metrics and engage with customers directly through their Nutshell dashboards.

Nutshell will be integrated into the Service Cloud Conspe which is the main administrative interface for managing all aspects of the platform such as users, licenses and configurations. The Nutshell and Salesforce logos will be displayed in the top left corner of the conspe. There will also be a new menu option called "Nutshell" which will display a list of all available dashboards and reports. The integration will allow users to copy, share, email and print data from Nutshell directly from within Salesforce Service Cloud. It will also allow users to update and schedule reports from within the Salesforce Service Cloud conspe.Salesforce makes it easy for anyone to sell cloud services by providing access to information that helps salespeople win more deals and serve customers at every point in the buyer's journey. By allowing access to Nutshell data directly from within Salesforce Service Cloud, users can generate personalized dashboards that feature the most important metrics that will help them win and serve customers better. This integration will also allow data to be automatically updated so users will always have current information about their customers. It will also make it easier to share important information with cpleagues so everyone on teams can have access to up-to-date information about what matters most to customers.

Nutshell said they chose to integrate their software with Salesforce Service Cloud because it is the leading web service management platform that allows companies to connect their customers with products and services to drive revenue and optimize customer relationships.By integrating together, users can get immediate access to critical information about their customers in order to improve the customer experience and focus on driving higher revenue per customer.

The process to integrate Nutshell and Salesforce 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.