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Connect Nutshell with your apps and move data seamlessly
Automate redundant manual tasks and save your precious time and effort
Orchestrate your business process by integrating the apps you use efficiently
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Zoho FormsZoho Forms is a form builder solution that helps you create, share, and collect data through forms for all your business needs. You can also create custom data reports, configure email notifications, assign tasks and approvals to your team mates, and personalize your customer follow-up process. Category : Zoho, Forms
Nutshell supports following triggers and actions
All Triggers - A trigger kickstarts the flow
Triggers when a new activity is created
Triggers when a new lead is won
Triggers when a new person is created
Triggers when a new lead is added
Triggers when a new company is created
All Actions - Action are the automated tasks
Creates a new person
Creates a new company
Creates a new lead
Fetch person by email
Fetches the details of an existing person by email address
Fetch account by ID
Fetches the details of an existing account by id
Fetch account by name
Fetches the details of an existing account by name
Fetches the details of an existing lead by email address of associated contact
Fetch person by id
Fetches the details of an existing person by id
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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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“After implementing the processes in Zoho Flow, we have no more calendar checking, no more manually creating tickets, the URLs for Forms are automatically populated with ticket information, and the PDF files are automatically stored—it is basically night and day.” Know more