Nutshell

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


Authorizing Nutshell

We need permission to access both your accounts, this is necessary to keep your accounts in sync. To authorize your Nutshell account, we need your email address assosiated with your Nutshell account and 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.




[IF] Supported Conditions/Filters

By default we'll sync any contact in your Nutshell list of contacts. PieSync does not sync leads or accounts.

 You can choose to have PieSync only sync a subset of these contacts:

  • HAS TAG / DOES NOT HAVE TAG
  • HAS BEEN CONTACTED / HAS NOT BEEN CONTACTED
  • a filter on FIELDS, including CUSTOM FIELDS

[THEN] Supported Actions

When you are syncing contacts into Nutshell, you can choose to have specific actions take place:

  • ADD TAG/REMOVE TAG
  • update CONTACT FIELDS, including CUSTOM FIELDS

Default Field Mapping


Nutshell contact records offer ample fields to store contact information. Depending on the other app you're syncing with, a default mapping is proposed. This could look like this, on the left, Google, on the right, Nutshell CRM.

If you are expecting some Nutshell CRM fields to appear here and they are not, it is likely the other app does not support this field by default and they will have to be custom mapped.

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 one 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

This feature allows you to create custom mappings, defining which contact fields should be kept in sync between your applications, including standard and custom fields. Want to know more about setting up custom fields in Nutshell? Find out here!

The customizable field mapping is set up and shown in the white part below the default field mapping in the configuration. You can add an unlimited amount of mappings and remove, enable/disable them anytime. More information on Customizable Field Mapping.

Additional Options

Syncing Unsubscribes/Deletions

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 Thrash' on the other side.



How did we do?