Connect Nutshell CRM with WhatsApp to sync people and leads, log WhatsApp activities, and automate messaging based on Nutshell pipeline milestones.
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What you get with WhatsApp CRM for Nutshell
Sync WhatsApp contacts with Nutshell People and Company records. Automatically match contacts by phone number or create new People records from WhatsApp conversations.
Log WhatsApp conversations as activities on Nutshell Lead timelines. Sales reps see every WhatsApp interaction alongside calls, emails, and meetings in the lead view.
Trigger WhatsApp messages when Nutshell leads reach specific pipeline milestones. Automate follow-up messages, proposal reminders, and win/loss notifications.
Use Nutshell lead and people filters to build WhatsApp broadcast segments. Target audiences by industry, lead source, pipeline stage, or custom tags.
Simple setup process - connect in minutes
Benefits for your Nutshell workflow
Keep Nutshell lead timelines enriched with WhatsApp conversation context
Automate WhatsApp follow-ups at key pipeline milestones
Use Nutshell filters and tags for targeted WhatsApp broadcasts
Reduce manual data entry between WhatsApp and Nutshell CRM
Track WhatsApp engagement alongside traditional CRM metrics in Nutshell reports
Common ways to use WhatsApp CRM with Nutshell
Create Nutshell People and Leads from inbound WhatsApp inquiries with automatic lead source tagging
Trigger WhatsApp follow-up messages when Nutshell leads reach the proposal or negotiation milestone
Use Nutshell audience filters to send WhatsApp campaigns to leads in specific industries or regions
Log all WhatsApp interactions on Nutshell lead timelines for sales team collaboration
Automate WhatsApp win/loss survey messages when Nutshell leads are closed
Common questions about Nutshell integration
Yes, the integration works with Nutshell Foundation, Pro, and Business plans. Pipeline milestone triggers and automation features are available on all plans that include pipeline management.
Yes, WhatsApp conversations are automatically logged as timeline activities on Nutshell leads. Each activity includes the chat transcript, timestamp, and participant details.
Nutshell tags on People and Lead records can be used to filter WhatsApp broadcast audiences. You can also auto-apply Nutshell tags based on WhatsApp conversation outcomes.
Yes, the integration supports all Nutshell pipelines. You can configure different WhatsApp triggers and templates for each pipeline, allowing customized messaging per sales process.
WhatsApp CRM works with many platforms
Sync your Nutshell contacts and conversations with WhatsApp CRM