Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.
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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It's easy to connect Nutshell + Salesforce without coding knowledge. Start creating your own business flow.
Triggers when a lead is won.
Triggers when new Activity is created.
Triggers when new Company is created.
Triggers when a new Lead is created.
Triggers when new Person is created.
Triggers the moment a new account is created.
Triggers whenever a new case is created in your account.
Triggers upon the creation of a new contact.
Triggers upon the creation of a new event.
Triggers the moment there is a new lead in your account.
Triggers upon the creation of a new opportunity.
Triggers upon the creation of a new product.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers whenever a new task is created in your account.
Triggers whenever the stage of an opportunity is changed.
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Creates a new Company.
Creates a new Lead.
Creates a new Person.
Updates an existing Lead.
Create a new contact.
Create a new custom object as per your choice.
Create a new event.
Create a new lead.
Create a new opportunity.
Creates a record.
Update an existing contact.
Modify an existing custom object (of the type you choose).
Updates a existing record.
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.