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Nutshell

Published October 2024
   •    Updated June 2025

Plugin details

Nutshell is a powerful CRM (Customer Relationship Management) platform designed to streamline customer interactions, sales processes, and business workflows. The Nutshell API provides developers with robust tools to integrate CRM functionalities into their applications, automate tasks, and manage data programmatically.
To develop custom integrations or support, please book a time using - https://calendly.com/udanawick/30min  

$20

One time  •  Or  $2/mo

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This plugin does not collect or track your personal data.

Platform

Web & Native mobile

Contributor details

Adventa Technologies Pty Ltd logo
Adventa Technologies Pty Ltd
Joined 2019   •   44 Plugins
View contributor profile

Instructions

Introduction to Nutshell API Plugin for Bubble.io
Our Nutshell API Plugin for Bubble.io offers an efficient way to integrate Nutshell’s CRM features into your Bubble.io applications. Whether you're building a sales management tool, a customer support portal, or any app that requires CRM functionalities, this plugin simplifies the process of accessing and managing data from Nutshell.

Key Features

• Contact Management: Seamlessly create, retrieve,
  update, and manage contacts within your CRM system.

• Lead and Deal Tracking: Manage leads and sales
  opportunities, including tracking their status and
  progress through the sales pipeline.

• Task and Activity Automation: Automate and manage
  tasks and activities related to contacts, deals, and other
  CRM entities.
• Custom Fields: Utilize custom fields to tailor CRM data to
  meet your specific business needs.

• Notes and Interactions: Access and manage notes,
  interactions, and communication history associated with
  contacts and deals.

• Reporting and Analytics: Retrieve CRM data for reporting
 and analytics to gain insights into sales performance and
 customer interactions.


Setting Up the Nutshell API Plugin in Bubble.io

Step 1: Install the Plugin

1. Open your Bubble.io Editor.
2. Navigate to the Plugin tab and search for "Nutshell API
   Plugin."
3. Install and activate the plugin.

Step 2: Configure the Plugin

1. Go to the Plugin settings.
2. Enter your Nutshell API Key or access token.
3. Customize additional settings as needed for your
   application.

Step 3: Create Workflows for Nutshell Integration

1. In the Workflow tab, create actions to fetch and manage
   data from Nutshell, such as contacts, deals, or tasks.
2. Set up triggers based on user actions or scheduled
   events to automate CRM processes and update data
   dynamically.

Step 4: Design Your App's Interface

1. Use the Design tab to add visual elements like contact
   lists, deal trackers, or task managers.
2. Bind these elements to the data fetched from Nutshell
   to dynamically display CRM information and manage
   interactions.

Step 5: Test and Launch

1. Test your application to ensure the Nutshell integration
    works as expected.
2. Make necessary adjustments and deploy your app.

Types

This plugin can be found under the following types:
Api   •   Action

Categories

This plugin can be found under the following categories:
Ecommerce   •   AI   •   Data (things)   •   Analytics

Resources

Support contact
Tutorial

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