How to connect Nutshell CRM
- Open Connectors in RevampKey and search for Nutshell CRM.
- Click Connect and approve access on Nutshell CRM's own sign-in page.
- Come back and ask in plain English. The agent asks before it changes anything.
Tools the agent can use (11)
fetchget_entity_custom_fieldsget_individual_entitiesget_usernutshell_eventsnutshell_leads_reportnutshell_list_entitynutshell_list_entity_field_infonutshell_list_entity_from_saved_filternutshell_saved_filtersearch