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SalesPartner
+ Nutshell

Your Nutshell contacts sync into SalesPartner. Every conversation syncs back to Nutshell. Contacts flow in. Activities flow back. Zero data entry.

SalesPartner
Nutshell

Nutshell

Easy-to-use CRM for growing businesses

A user-friendly CRM that helps small businesses sell smarter. Combines sales, email marketing, and contact management in one platform.

Official Integration

Your Contacts. Always In Sync.

Connect Nutshell once. Your contacts flow into SalesPartner — names, emails, phones, deal stages, custom fields. SalesPartner handles the conversations and logs every activity back to the right contact in Nutshell. Your team sees the full picture on both sides.

Contacts Flow In

Your Nutshell contacts sync into SalesPartner with smart field mapping.

Activities Flow Back

Every conversation and appointment appears on the Nutshell timeline within seconds.

Team Visibility

Sales reps see all interactions in Nutshell before their calls.

All Plans Supported

Works with Foundation, Growth, Pro, Business, and Enterprise.

What Gets Synced

Contacts come in. Activities go back. Everything stays current without you touching a thing.

Contact Import

Contact Imported

Names, emails, phones, job titles, and org pulled in

Contact

Fields Mapped

Smart field mapping matches Nutshell properties to SalesPartner fields

Contact Fields

Contact Updated

Changes in Nutshell sync on schedule — contacts stay current

Contact Sync

Custom Fields

Deal stages, custom properties, and tags carry over

Metadata

Conversations

Started

New conversation opened with a lead

Activity

Status Change

Conversation moved to a new stage

Activity

Messages

Received

Inbound message from lead captured

Activity

Sent

Outbound reply logged with full content

Activity

Scheduled

Future message queued and tracked

Activity

Failed

Delivery failure logged with error details

Task

Cancelled

Scheduled message cancelled before send

Activity

Events

Scheduled

New appointment booked on the calendar

Activity

Rescheduled

Time or date changed on existing booking

Activity Update

Cancelled

Appointment cancelled with reason logged

Activity

Reminder

Reminder sent to lead before appointment

Activity

Calls

Incoming

Inbound call from lead recorded

Activity

Outgoing

Outbound call to lead recorded

Activity

Connected

Call answered and conversation started

Activity

Ended

Call completed with duration logged

Activity

Missed

Unanswered call flagged for follow-up

Task

Voicemail

Voicemail left and transcription logged

Activity

Contacts

Enhanced

Enriched contact data synced back to CRM

Contact Update

How It Works

1

Connect Your Nutshell

Paste your API key

Grab your API key from Nutshell settings, paste it into SalesPartner. One-time setup, takes about a minute.

2

Map Your Fields

Smart mapping does the heavy lifting

SalesPartner reads your Nutshell fields and maps them to contact fields. Names, emails, phones, deal stages, custom fields — all matched up. Review and adjust if needed.

3

Contacts Sync In

Your Nutshell contacts flow into SalesPartner

Existing contacts are imported with deduplication. New contacts sync on schedule. No duplicates, no stale data.

4

Conversations Happen

SalesPartner handles the dialogue

Leads text, chat, or call. SalesPartner responds, qualifies them, and books appointments — while logging everything back to Nutshell.

5

Nutshell Stays Current

Every activity on the contact timeline

Conversations appear as activities. Appointments logged. Status changes update Contact fields. Your team sees the full picture before every call.

Why Connect SalesPartner to Nutshell

Complete Audit Trail

Every conversation is documented. Compliance teams love it. Sales managers trust it. Nothing falls through the cracks.

Prepared Sales Calls

Reps know what the lead asked, what they care about, and what responses they got—before picking up the phone.

Accurate Reporting

Response times, conversion rates, channel performance—all in your existing Nutshell reports and dashboards.

No Double Entry

Stop copying conversation notes into Nutshell. Stop updating statuses manually. It just happens.

Simple Setup

Nutshell is built to be easy. So is the SalesPartner integration. Connect in minutes, not hours.

Manager Visibility

See team activity across all channels in one place. Who responded fastest. Which conversations converted.

Built For Teams Like Yours

Home Services

Scenario:

Lead texts at 9pm asking about HVAC repair

Result:

SalesPartner qualifies them, books appointment for morning. Full conversation in Nutshell before tech arrives.

Real Estate

Scenario:

Buyer inquires about listing via web chat

Result:

Budget, timeline, must-haves all captured. Agent sees complete profile before showing.

Professional Services

Scenario:

Prospect asks about consulting packages

Result:

Requirements gathered, meeting scheduled. Consultant has full context before discovery call.

Technical Specifications

API Version

Nutshell JSON-RPC v2.0

Authentication

Basic Auth (email + API key)

Sync Direction

Contacts in, Activities out

Inbound Sync

Scheduled (incremental)

Outbound Sync

Real-time (< 5 seconds)

Data Encryption

TLS 1.3 in transit, AES-256 at rest

API Endpoints Used

POST/api/v1/json (findContacts)
POST/api/v1/json (newActivity)

Common Questions

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