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Nutshell CRM Integration: The Best Way to Automate Your WordPress Workflow

Nutshell CRM Integrations: Nutshell provides an all-in-one growth software featuring CRM, email marketing, and contact management to help sales teams close more deals.

Bit Integrations is a WordPress plugin that allows you to automate and integrate your WordPress form builders and other plugins with Nutshell CRM. This can save you time and effort, and improve your lead generation and customer management processes. Bit Integrations supports a wide range of WordPress plugins, such as Bit Form, Contact Form 7, Gravity Forms, WPForms, WS Forms, Ninja Forms, Fluent Forms, Formidable Forms, Everest Forms, Elementor Form, Beaver Builder, Divi, Brizy, BuddyBoss, WooCommerce, WordPress User Registration, LearnDash LMS, LifterLMS, Memberpress, GiveWP, Easy Digital Downloads, AffiliateWP and many more so you can use it to automate and integrate your WordPress plugins with Nutshell CRM.

Available Actions

  • Create Company: Add a new company record to your Nutshell CRM.
  • Create People: Add a new individual record to your Nutshell CRM.
  • Create Lead: Generate a new potential customer record in your Nutshell CRM.

Authorization of Nutshell CRM Integration

First, you have to select the Nutshell CRM from the actions page. To do this open your Bit Integrations dashboard then click on the Create Integration button now the Trigger page will open select any trigger from the list such as Bit Form, Contact Form 7, Gravity Forms, WPForms, WS Forms, Ninja Forms, Fluent Forms, Formidable Forms, Everest Forms, Elementor Form. Then proceed to next and the action page will open. Now Search and select Nutshell CRM from the action page.

Nutshell CRM Integrations

Integration Name/Title: Here give the meaningful integration title as per your requirement.

Nutshell CRM Integrations set name

To get your Nutshell CRM User Name, follow these steps:

  • Access your Nutshell CRM dashboard.
  • Navigate to Settings.
  • Click on “Users and Teams.”
  • Copy your email address, which serves as your User Name.
  • Paste your User Name (email) into the designated “Integrations User Name” field.
Nutshell CRM Integrations dashboard and settings
Nutshell CRM Integrations Users and teams
Nutshell CRM Integrations paste email in bit integrations

To get your Nutshell CRM API Token, follow these steps:

  • Return to Settings.
  • Scroll down to “API Keys.”
  • Click “Add API Key.”
  • Provide a descriptive API Name.
  • Select “API + user impersonation” for permission level.
  • Click “New API Key.”
  • Copy the displayed API Token.
  • Paste your API Token into the corresponding “API key” field.
Nutshell CRM Integrations API Keys
Nutshell CRM Integrations add API Keys
Nutshell CRM Integrations create API Key
Nutshell CRM Integrations api key
Nutshell CRM Integrations copy API Key
Nutshell CRM Integrations paste API Key in Bit Integrations

Once you have successfully entered your API Token, click “Authorize” to proceed. Then click Next.

Nutshell CRM Integrations authorization is success

Select Action: Select an Action from the drop-down option. For Example “Create Lead

Nutshell CRM Integrations select an action, create lead in Nushell CRM

In the integration settings, you will see a “Map Fields” option. This is where you will need to map the fields from your form to the corresponding fields in Nutshell CRM. The “Lead Description” field is the default field in Nutshell CRM, so you will need to map your form’s “Lead Description” field to this field in Nutshell CRM.

Nutshell CRM Integrations field mapping

Email

Actions

Priority: Utilizing priority to identify and give precedence to leads with high value.

Nutshell CRM Integrations action priority

Add Company: The versatile “Add Company” functionality within Nutshell CRM serves as a valuable tool for efficiently handling relationships with various organizations and optimizing your sales processes.

Nutshell CRM Integrations action add company

Add Product: The “Add Product” feature in Nutshell CRM is a versatile tool designed to facilitate the efficient management of your product portfolio, enhancing your overall sales and inventory processes.

Nutshell CRM Integrations action Add Product

Add Source: The “Add Source” feature in Nutshell CRM is a flexible tool designed to help you input and manage various sources, enhancing your ability to organize and streamline your data effectively.

Nutshell CRM Integrations action add source

Add Tag: The “Add Tag” feature in Nutshell CRM provides a flexible tool for categorizing and organizing your data, enhancing your ability to manage and analyze information effectively.

Nutshell CRM Integrations action add Tags

Add Contact: The “Add Contact” feature in Nutshell CRM is a versatile tool designed to facilitate the management of your connections with individuals, providing a streamlined approach to enhance your overall contact management and engagement processes.

Nutshell CRM Integrations action Add Contact

Conditional Logics

With this feature, you can incorporate conditions into the integration process. When the specified conditions align, the data will be transmitted to your Nutshell CRM. For additional details, we recommend consulting our documentation regarding conditional logic. After you have configured your conditional logic, click Next to continue.

Conditional-Logics

Integration Save

Once you have configured the desired settings for the integration, click the Save & Finish button to save the integration.

Nutshell CRM Integrations finish and save

Integration Log

Every integration has a timeline that you can use to check the success or error status of the integration.

Nutshell CRM Integrations timeline
Nutshell CRM Integrations success

Use Case

Elementor Form with Nutshell CRM

Elementor Form Integration with Nutshell CRM using Bit Integrations. When an Elementor Form is submitted, then a new Company, People, or Lead is automatically created in Nutshell CRM.

Gravity Forms with Nutshell CRM

Gravity Forms Integration with Nutshell CRM using Bit Integrations. When a Gravity Forms is submitted, then a new Company, People, or Lead is automatically created in Nutshell CRM.

WPForms with Nutshell CRM

WPForms Integration with Nutshell CRM using Bit Integrations. When a WPForms is submitted, then a new Company, People, or Lead is automatically created in Nutshell CRM.

Contact Form 7 with Nutshell CRM

Contact Form 7 Integration with Nutshell CRM using Bit Integrations. When a Contact Form 7 is submitted, then a new Company, People, or Lead is automatically created in Nutshell CRM.

WooCommerce with Nutshell CRM

WooCommerce Integration with Nutshell CRM using Bit Integrations. When a WooCommerce is submitted, then a new Company, People, or Lead is automatically created in Nutshell CRM.

Ninja Forms with Nutshell CRM

Ninja Forms Integration with Nutshell CRM using Bit Integrations. When a Ninja Forms is submitted, then a new Company, People, or Lead is automatically created in Nutshell CRM.

Forminator Forms with Nutshell CRM

Forminator Forms Integration with Nutshell CRM using Bit Integrations. When a Forminator Form is submitted, then a new Company, People, or Lead is automatically created in Nutshell CRM.

Formidable Forms with Nutshell CRM

Formidable Forms Integration with Nutshell CRM using Bit Integrations. When a Formidable Forms is submitted, then a new Company, People, or Lead is automatically created in Nutshell CRM.

Fluent Forms with Nutshell CRM

Fluent Forms Integration with Nutshell CRM using Bit Integrations. When a Fluent Forms is submitted, then a new Company, People, or Lead is automatically created in Nutshell CRM.

Bit Form with Nutshell CRM

Bit Form Integration with Nutshell CRM using Bit Integrations. When a Bit Form is submitted, then a new Company, People, or Lead is automatically created in Nutshell CRM.

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