Connect Customers.ai and Nutshell to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Customers.ai
Choose an Action
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
Enable Integrations or automations with these events of Customers.ai and Nutshell
Enable Integrations or automations with these events of Customers.ai and Nutshell
Actions
Create Contact
Create a new contact in Customers.ai using phone or email, channel, optional name, and custom attributes.
Find User
Finds an existing User by email.
Create Company
Creates a new Company.
List Users
Get list of users
List Account
Get all accounts and associated data in your Nutshell instance.
List Account Type
Get a list of all account types in a Nutshell instance.
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Frequently Asked Questions
To start, connect both your Customers.ai and Nutshell accounts to viaSocket. Once connected, you can set up a workflow where an event in Customers.ai triggers actions in Nutshell (or vice versa).
Absolutely. You can customize how Customers.ai data is recorded in Nutshell. This includes choosing which data fields go into which fields of Nutshell, setting up custom formats, and filtering out unwanted information.
The data sync between Customers.ai and Nutshell typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Customers.ai and Nutshell. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Customers.ai
Customers.ai is a lead-generating and outbound automation platform. Find who your customers are and contact them.
Learn MoreAbout Nutshell
Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.
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