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All integrations

CRM

Nutshell for your Agent

Flow can look up contacts, companies and deals in Nutshell, and with read and write access it can update records.

It asks for your approval before it changes anything in Nutshell. Connect with your Nutshell account credentials.

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Which Nutshell deals are linked to tenders closing this month?

Connect Nutshell in three steps

  1. 01

    Connect an account

    In Tendersight, open Settings, then Integrations, and connect Nutshell.

  2. 02

    Choose what the Agent may do

    Choose the Agent’s access: Read only, Read and write, or Disabled.

  3. 03

    Ask, or let an event start the work

    Ask Flow, or have it set up an event trigger for Nutshell.

What Flow can do depends on what Nutshell offers through its API and on the access you choose.

Things to ask

Type these to Flow once Nutshell is connected.

  • Nutshell

    Which Nutshell deals are linked to tenders closing this month?

  • Nutshell

    Create a Nutshell deal for the Vienna hospital tender, with its value and deadline.

About Nutshell

Nutshell is a flexible CRM and email marketing platform for small businesses. It helps manage contacts, sales pipelines, and customer relationships efficiently.

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