Nutshell for your voice agent

Nutshell is a flexible CRM and email marketing platform for small businesses. It helps manage contacts, sales pipelines, and customer relationships efficiently.

Get startedAll integrations

Call 1800 570 693 to talk to the demo agent. Plans start at A$49 a month.

The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.

Integration record

Status
Available
Plan
Every plan, from Starter at A$49 a month
How it connects
With an API key. You create a key in Nutshell and paste it on a secure page in Connected apps.
What it reads
46 actions, such as get Account, get Account Custom Fields and get Activity.
What it changes
30 actions, such as create Accounts, create Custom Field for Accounts and create Activities.
What starts an action
The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
Custom work
You choose each action from its list of 78. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
Checked
Action list checked 14 November 2026. We haven't tested each action.

Nutshell actions

Reads 46

  • Get Account
  • Get Account Custom Fields
  • Get Activity
  • Get Contact
  • Get Contact Custom Fields
  • Get Lead
  • Get Lead's Custom Fields
  • Get Note
  • Get Product Category
  • Get Task
  • List Account Custom Field Attributes
  • List Account Fields
  • List Accounts
  • List Account Types
  • List Activities
  • List Activity Types
  • List Competitor Maps
  • List Competitors
  • List Contacts
  • List Contact Custom Field Attributes
  • List Contact Fields
  • List Deleted Events
  • List Editions
  • List Events
22 more
  • List Filters
  • List Forms
  • List Industries
  • List Invoices
  • List Leads
  • List Lead Custom Field Attributes
  • List Lead Fields
  • Get Leads Report
  • List Lead Stages
  • List Markets
  • List Notes
  • List Lead Outcomes
  • List Product Categories
  • List Product Maps
  • List Products
  • List Quotes
  • List Sources
  • List Stages
  • List Pipelines
  • List Tags
  • List Territories
  • List Users

Changes 24

  • Create Accounts
  • Create Custom Field for Accounts
  • Create Activities
  • Create Contacts
  • Create Lead
  • Create Custom Field for Leads
  • Create Notes
  • Create Sources
  • Create Tags
  • Edit Nutshell Account
  • Reopen Lead
  • Set Lead Pipeline
  • Undelete Account
  • Undelete Contact
  • Undelete Lead
  • Undelete Note
  • Undelete Source
  • Undelete Tag
  • Update Account with JSON Patch
  • Update Nutshell Contact
  • Update Lead
  • Update Lead Status
  • Update Task with JSON Patch
  • Watch Lead

Deletes 6

  • Delete Account
  • Delete Contact
  • Delete Lead
  • Delete Note
  • Delete Product Map
  • Delete Task

Nutshell setup

  1. Pasting a Nutshell API key

    Create an API key in Nutshell, choose Nutshell in Connected apps and paste the key on the secure page.

  2. Choosing the actions

    Choose which of the 78 actions the agent may use. Start with lookups and add the ones that change Nutshell when you're ready.

  3. Testing, then publishing

    Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.

Get started

Tell us what your callers ring about, and we build and test the agent for you.

Get startedSee it answer a call