Enable Integrations or automations with these events of Nutshell and Surf for Brands
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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To start, connect both your Nutshell and Surf for Brands accounts to viaSocket. Once connected, you can set up a workflow where an event in Nutshell triggers actions in Surf for Brands (or vice versa).
Absolutely. You can customize how Nutshell data is recorded in Surf for Brands. This includes choosing which data fields go into which fields of Surf for Brands, setting up custom formats, and filtering out unwanted information.
The data sync between Nutshell and Surf for Brands 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 Surf for Brands. 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 MoreSurf for Brands provides the ability to collect, segment, and activate your first-party audience data
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