Connect CRM.io and Nutshell
Integrate CRM.io with Nutshell to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List All lists from CRM.io when New Lead Created in Nutshell
Search List by Name in CRM.io when New Lead Created in Nutshell
List All Tags from CRM.io when New Lead Created in Nutshell
Search Notes in CRM.io when New Lead Created in Nutshell
List All Companies from CRM.io when New Lead Created in Nutshell
Popular CRM.io + Nutshell flows
Start from a real workflow other teams are already running.
Choose a trigger
CRM.io
When this happens...
- Request a new Trigger for CRM.io
Choose an action
Nutshell
Automatically do this!
Find User
Create Company
List Users
List Account
List Account Type
List Activities
List Activity Types
List Custom Fields For Leads
List Items For Leads
List Leads
List Contacts
List Applicable Custom Fields
List Notes
List lead products
List Sources
List Stages
List Pipelines
List Tags
Find Customers
Find Leads
Create Person
Create Lead
Create Tag
List All lists from CRM.io when New Lead Created in Nutshell
Use this flowSearch List by Name in CRM.io when New Lead Created in Nutshell
Use this flowList All Tags from CRM.io when New Lead Created in Nutshell
Use this flowSearch Notes in CRM.io when New Lead Created in Nutshell
Use this flowList All Companies from CRM.io when New Lead Created in Nutshell
Use this flowList All Deals from CRM.io when New Lead Created in Nutshell
Use this flowList All Pipelines from CRM.io when New Lead Created in Nutshell
Use this flowList All Products from CRM.io when New Lead Created in Nutshell
Use this flowList All Sources from CRM.io when New Lead Created in Nutshell
Use this flowList All Users from CRM.io when New Lead Created in Nutshell
Use this flowSupported Triggers & Actions
Everything you can automate between CRM.io and Nutshell.
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead Created
Runs when a new lead is created in Nutshell, within a configurable polling window.
New Lead Marked Won
Runs when a lead is marked won within a chosen time window.
Do thisActions
Action is the task that follows automatically within your CRM.io integrations.
List All lists
Retrieves the detail of all lists
Search List by Name
Retrieves the detail of lists by name
List All Tags
Retrieves the detail of all tags
Search Notes
Retrieve notes for a contact by email.
List All Companies
Retrieves the detail of all companies
List All Deals
Retrieves the detail of all deals
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About CRM.io
CRM.io is a comprehensive Customer Relationship Management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, ensuring that businesses can maintain strong relationships with their clients and improve customer satisfaction.
Learn moreSimilar apps
About Nutshell
Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your CRM.io and Nutshell accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between CRM.io and Nutshell as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Nutshell. No coding required.
Yes. You can set up a workflow where CRM.io triggers actions in Nutshell, and a separate workflow where Nutshell triggers actions in CRM.io. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between CRM.io and Nutshell. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire CRM.io and Nutshell integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
