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CRM & Sales

Nutshell + Nuromi

Connect Nutshell and Nuromi pulls its leads, contacts, accounts into live dashboard widgets and plain-English AI insights, alongside every other crm & sales tool and system you run.

What connecting Nutshell does

  • Nutshell's leads, contacts, accounts, activities become live widgets on your dashboard, refreshed automatically instead of exported by hand.
  • Nuromi reads across crm & sales data from Nutshell to surface AI insights, not just charts, so patterns worth attention are flagged before they become problems.
  • Built for how General Smb, Professional Services, Trades businesses actually use Nutshell, sitting next to whatever else you connect.
  • Connects with a key or token you generate inside Nutshell. Nuromi never writes back, the connection is read-only.

How to connect

A couple of minutes in Nutshell. You will copy one code across.

Go to nutshell.com(opens in a new tab)

Opens their website in a new tab. Sign in there to find your code.

  1. 1Sign in to Nutshell as an administrator.
  2. 2Open its Settings and look for a section called API, Developer, or Integrations.
  3. 3Create a key or token named "Nuromi" and copy it.
  4. 4Paste it below.