Connect Nutshell and cling to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between Nutshell and cling?

To start, connect both your Nutshell and cling accounts to viaSocket. Once connected, you can set up a workflow where an event in Nutshell triggers actions in cling (or vice versa).

Can we customize how data from Nutshell is recorded in cling?

Absolutely. You can customize how Nutshell data is recorded in cling. This includes choosing which data fields go into which fields of cling, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Nutshell and cling?

The data sync between Nutshell and cling typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Nutshell to cling?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Nutshell and cling?

Yes, you can set conditional logic to control the flow of data between Nutshell and cling. 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

About Nutshell

Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.

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cling

About cling

Cling is a mini CRM that helps you win more deals by sending outstanding proposals and get paid faster!

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