
When this happens...

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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new subscriber is added to a designated list.
Triggers when a subscriber unsubscribes from a list.
Action is the task that follows automatically within your Nutshell integrations.
Finds an existing User by email.
Creates a new Company.
Get list of users
Get all accounts and associated data in your Nutshell instance.
Get a list of all account types in a Nutshell instance.
List all activities.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Nutshell and Campaign Monitor accounts to viaSocket. Once connected, you can set up a workflow where an event in Nutshell triggers actions in Campaign Monitor (or vice versa).
Absolutely. You can customize how Nutshell data is recorded in Campaign Monitor. This includes choosing which data fields go into which fields of Campaign Monitor, setting up custom formats, and filtering out unwanted information.
The data sync between Nutshell and Campaign Monitor 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 Nutshell and Campaign Monitor. 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.
Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.
Learn MoreCampaign Monitor is a powerful email marketing platform designed to help businesses create, send, and optimize their email campaigns. With a user-friendly interface and robust features, it enables marketers to engage their audience effectively and drive better results.
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