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Automate redundant manual tasks and save your precious time and effort
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Nutshell supports following triggers and actions
All Triggers - A trigger kickstarts the flow
Triggers when a new company is created
Triggers when a new lead is added
Triggers when a new person is created
Triggers when a new lead is won
Triggers when a new activity is created
All Actions - Action are the automated tasks
Creates a new person
Creates a new lead
Creates a new company
Fetch person by id
Fetches the details of an existing person by id
Fetches the details of an existing lead by email address of associated contact
Fetch account by name
Fetches the details of an existing account by name
Fetch account by ID
Fetches the details of an existing account by id
Fetch person by email
Fetches the details of an existing person by email address
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What is Nutshell?
Nutshell is a sales automation and CRM tool that helps your sales reps win more deals, with fast onboarding, powerful reporting, and free support.
Categories : CRM
What is Zoho Flow?
Zoho Flow is an integration platform that helps you connect your apps without any code. Automate complex business workflows within minutes. Set a trigger, add actions, use Delays and Decisions to create your entire workflow on an easy to use builder.
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“With webhook support and a rich ecosystem of business apps, Zoho Flow has helped us automate our order fulfilment process, and also allowed us more control over data and their movement across apps. The platform is very intuitive and easy to use.”