Nutshell
CRM and email marketing tool for B2B small business sales teams.
- Category
- CRM & Sales
- Type
- CRM
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- Username and password, API key
02Data
What you can sync.
- Leads
- Contacts
- Accounts
- Activities
- Products
Join Nutshell leads with billing, support and product usage to see each account in full.
Need more? Name any other Nutshell data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- A username and password
- An API key
Nutshell uses a username and password or an API key. You add the credentials once, when the AI asks for them, and it tells you where to create them in Nutshell if you need help.
04How it works
How it works in DataMind.
-
Pick Nutshell.
Open Lake, pick Nutshell in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Nutshell API docs.
-
Answer a few questions.
The AI reads the Nutshell documentation, then asks which credentials you will use, which data to sync (for example leads and contacts), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Nutshell data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
