Integration · CRM
AI agents for Nutshell CRM
Find and update people, companies and leads, close leads as won or lost, set their pipeline, and log notes, activities and tasks in Nutshell CRM.
- Actions
- 16
- Read
- 6
- Write
- 10
Actions
What your agents can do in Nutshell CRM
16 actions. Each one is a tool your agents can call and a step your workflows can run.
Read 6
Look things up. Nothing changes.
Find people
Lists contacts (people), matched by an email address or by a search term across name, email, location and other details, optionally only those linked to a company.
Find companies
Lists accounts (companies), matched by an email address or by a search term across name and other details.
Find leads
Lists leads (deals), matched by a search term, or linked to a person or company, sorted as asked.
List lead outcomes
Lists the outcomes a lead can be closed with.
List pipelines
Lists every pipeline (stageset), archived ones included.
List users
Lists the Nutshell users, to find an owner or assignee ID.
Write 10
Create, change or send.
Create a person
Creates a contact (person) with a full name and optionally a description, email, phone, website, the companies they belong to and an owner.
Update a person
Changes a contact by its ID with JSON Patch operations built from the fields given: replace the name, description or job title, change the owner, or link one more company.
Create a company
Creates an account (company) with a name and optionally a description, phone, email, website and owner.
Create a lead
Creates a lead (deal) whose description is also its name, linked to people and companies, with an optional value (overriding the products' total), owner, sources and tags.
Update a lead
Changes a lead by its ID with JSON Patch operations built from the fields given: replace its description (name) or value, change its owner, or link one more person or company.
Close a lead as won or lost
Sets a lead's outcome (from List lead outcomes: each outcome is a won, lost or cancelled status), which closes it.
Set a lead's pipeline
Moves a lead into a pipeline (stageset, from List pipelines), which places it at that pipeline's first stage.
Add a note
Adds a note to a person, company or lead (its ID, like 3-contacts, 12-accounts or 1003-leads).
Log an activity
Records a call, meeting or other activity with a name, start and end time, participants (people and users) and the leads it relates to, as logged (already happened, the default) or scheduled.
Create a task
Creates a task with a title and optionally a description, due time, the user it is assigned to and the person, company or lead it is about.
A person can approve first
Any write action can be set to wait for a person's approval before it runs, so an agent asks before it changes anything.
Connection
How it connects
Connect it once in the console, then give it to the agents and workflows that need it.
Enter the API credentials from your Nutshell CRM account.
What you enter
- Nutshell user's email address
- API key
Kept safe
- Credentials are stored encrypted with your organization's own keys.
- They are opened only by the process that makes the call, at the moment it runs, and never go into a prompt or the browser.
- Calls go only to the tool's own servers.
Ideas
Ideas to start with
Starting points made only from the actions above. Mix them with any other tool your agents can use.
- 01
Ask about your Nutshell CRM data
Ask a question in plain words. The agent can find people, find companies or find leads in Nutshell CRM, then answers with what it found.
- 02
Let an agent update Nutshell CRM
Have the agent create a person or update a person in Nutshell CRM as part of a larger task. Turn on approval and a person signs off on each change first.
- 03
Share what it finds in Slack
Give one agent Nutshell CRM and Slack: it can find people in Nutshell CRM and post a summary to a Slack channel in the same run.
Works well with
More CRM tools
- HubSpot5 actionsCreate and update contacts by email, find contacts, and open deals and companies in a HubSpot CRM.
- Salesforce5 actionsFind records with SOQL, create leads and opportunities, and create or update contacts by email in a Salesforce org, production or sandbox.
- Pipedrive4 actionsAdd people and deals, attach notes, and search people in a Pipedrive company account.
- Zoho CRM4 actionsCreate or update leads, add contacts, and search or read records in any Zoho CRM module, in the data center where the Zoho account lives.
- Attio4 actionsCreate or update people and other records, add notes, and list records with filters in an Attio workspace.
- Apollo.io4 actionsFind prospects in Apollo's database by title, company or domain, enrich a person or a company, and save people as contacts in your Apollo team.
FAQ
Nutshell CRM and MyDeepAgents
Can MyDeepAgents connect to Nutshell CRM?
Yes. The Nutshell CRM connector has 16 actions: 6 read and 10 make changes. Your agents can call them as tools, and your workflows can run them as steps.
How do I connect Nutshell CRM?
Enter the API credentials from your Nutshell CRM account. You'll need: Nutshell user's email address and API key. Credentials are stored encrypted with your organization's own keys and are opened only at the moment of a call.
Can an agent change data in Nutshell CRM without asking?
Only if you let it. Each of the 10 actions that change data can be set to wait for a person's approval before it runs.
Can I use Nutshell CRM in workflows as well as agents?
Yes. Every Nutshell CRM action also works as a step in a workflow, and the same connection serves your agents and your workflows.
Early access
Put Nutshell CRM to work
Connect it in a few minutes, give an agent the actions it needs, and decide which changes wait for a person.