zoom and nutshell integration
Posted: Mon Dec 23, 2024 3:56 am
AppConnect
a graphic for Nutshell Nutshell AppConnect showing various apps
Nutshell’s AppConnect is the solution for powering your daily workflows with all the CRM integrations you need. Our integration experts will set up, monitor, and maintain your mission-critical integrations based on your ApppConnect plan, working with you to connect your systems to Nutshell so you can focus on growing your business.
VisitorIQ
a VisitorIQ screen shows a list of potential customers and opportunities visiting your website
One of our most exciting rollouts this year was VisitorIQ, a new add-on built for even better lead generation. VisitorIQ empowers your sales team to proactively target the people and companies that are already interested in your products and services. See exactly who’s been visiting your website and which pages, plus learn valuable company and employee information like revenue, location, job titles, and contact details.
Audit Log
Audit log graphic with description
A new feature for those on Nutshell Enterprise plans, Audit Log gives administrators even greater visibility into their team’s actions in Nutshell. You can see all the actions team members have taken with company data, including exports and imports, logins, bulk edits, and more, to better track data management.
Native Zoom Integration
We also launched our native Zoom integration, making it easier kuwait phone number owner for your team to work how they want. The integration automatically syncs Zoom meeting activity and attendee information to a contact’s timeline so everyone on your team can access those details and communicate more seamlessly with customers.
This integration is currently for Nutshell Pro customers and above.
Role-Based Access Controls
Creating custom user roles in Nutshell
This year also brought enhanced access controls to Nutshell admins with role-based access controls. Based on your Nutshell plan, you can create a certain number of customized roles and personalize permissions for different responsibilities. It’s one more way Nutshell gives you control over your CRM and data.
Email Report
Email report in Nutshell
Just launched in November is the new email report, which makes it easy to track the emails your team sends and optimize results. Filter the report by email templates, teams, and users to find the exact information you need to measure the effectiveness of your outreach.
a graphic for Nutshell Nutshell AppConnect showing various apps
Nutshell’s AppConnect is the solution for powering your daily workflows with all the CRM integrations you need. Our integration experts will set up, monitor, and maintain your mission-critical integrations based on your ApppConnect plan, working with you to connect your systems to Nutshell so you can focus on growing your business.
VisitorIQ
a VisitorIQ screen shows a list of potential customers and opportunities visiting your website
One of our most exciting rollouts this year was VisitorIQ, a new add-on built for even better lead generation. VisitorIQ empowers your sales team to proactively target the people and companies that are already interested in your products and services. See exactly who’s been visiting your website and which pages, plus learn valuable company and employee information like revenue, location, job titles, and contact details.
Audit Log
Audit log graphic with description
A new feature for those on Nutshell Enterprise plans, Audit Log gives administrators even greater visibility into their team’s actions in Nutshell. You can see all the actions team members have taken with company data, including exports and imports, logins, bulk edits, and more, to better track data management.
Native Zoom Integration
We also launched our native Zoom integration, making it easier kuwait phone number owner for your team to work how they want. The integration automatically syncs Zoom meeting activity and attendee information to a contact’s timeline so everyone on your team can access those details and communicate more seamlessly with customers.
This integration is currently for Nutshell Pro customers and above.
Role-Based Access Controls
Creating custom user roles in Nutshell
This year also brought enhanced access controls to Nutshell admins with role-based access controls. Based on your Nutshell plan, you can create a certain number of customized roles and personalize permissions for different responsibilities. It’s one more way Nutshell gives you control over your CRM and data.
Email Report
Email report in Nutshell
Just launched in November is the new email report, which makes it easy to track the emails your team sends and optimize results. Filter the report by email templates, teams, and users to find the exact information you need to measure the effectiveness of your outreach.