Nutshell integration
The all-in-one CRM and email marketing platform that helps B2B organizations work together to win more deals.
What your agents can do with Nutshell
6 pre-built Nutshell tool steps, ready to drop into any agent. Anything they do not cover, an agent can reach with an authenticated API call.
Actions (3)
Create Lead
Initiates a new lead within Nutshell.
Create Contact
Creates a new contact.
Create Company
Creates a new company within Nutshell.
Triggers (3)
New Person Profile Created
Emit new event when a new person profile is created.
New Lead
Emit new event when a new lead is created.
New Lead Won
Emit new event when a lead is won.
Set up Nutshell in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
Connect your Nutshell account
In Relevance AI, open Integrations and add Nutshell. You will be sent to Nutshell to sign in and approve access, and the connection is stored against your workspace.
Use Nutshell in an agent
Create a tool, add a Nutshell tool step, and connect it to an agent. The agent fills in the step's inputs each time it runs.
Put Nutshell to work in your agents
Connect Nutshell alongside 1,800+ other integrations and let your agents run the busywork.