GETTING STARTED GUIDE: How to set up a new connection?
ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics.
Nutshell is a CRM, dedicated to helping sales reps be more successful and to motivate teams to embrace the tool. The ease of use and great features allow Nutshell to help small businesses win more deals faster.
Supported Nutshell Integrations
We need permission to access your Nutshell account, this is necessary to keep your accounts in sync. To authorize your Nutshell account, we need your email address associated with your Nutshell account and an API key.
Don't worry, though, we treat your data securely with absolute confidentiality!
If you already authorized Nutshell in the past or in any other PieSync integration, you'll be able to skip this step and choose from your CONNECTED ACCOUNTS.
Choose your contact type
Distinguish between Contacts and Companies before proceeding to the configuration page.
Learn about our contact sync below.
More in-depth info about our Company to Company sync can be found here.
[IF] Supported Conditions/Filters
By default we'll sync any contact in your Nutshell list of contacts. You can choose to have PieSync only sync a subset of these contacts:
- Owned by Me/User/Team
- has tag/Does not have tag
- has been contacted/has not been contacted
[THEN] Supported Actions
When you are syncing contacts into Nutshell, you can choose to have specific actions take place:
- ADD TAG/REMOVE TAG
- set Owner to Team/User
- update Territory
Default Field Mapping
Depending on the other app you're syncing with, you'll see a number of standard Nutshell fields being mapped by default. For instance, in a connection with Google Contacts, the default field mapping looks like this:
PieSync syncs the default name field(s) that come with the apps. Sometimes they have a different structure in both apps you connect. E.g. first and last names are separate in app A and joint in a single field in app B. In the background, PieSync joins first and last names together from app A to B and separates them again from app B to A. Our algorithm is smart about which part it updates in app B.
Customizable Field Mapping
You can custom map your Nutshell Custom Fields and any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible, and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping here.
In connections with Google Contacts, you are able to sync deletions one-way. When a contact is deleted in Google, we add the tag 'PieSync_trash' to that same contact in Nutshell. You will be able to review this segment first before e.g. deleting or taking action on that side of the sync.
Syncing unsubscribes is also supported when connecting to Mailchimp.
The availability of this feature is app and connection dependent, but you'll see it come up with marketing apps mostly. If the feature box (screenshots above) is not there to tick, it's simply not possible. We need to be able to detect unsubscribes on one side and at the same time be able to create a tag/folder/list/group/...(app dependent) named 'PieSync Unsubscribes'/'PieSync Trash' on the other side.
Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By voting them up in our pipeline, YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - firstname.lastname@example.org. Don't forget to read our blog for the latest in productivity, apps, and technology!