How to Integrate Your Nutshell Account with KrispCall?
Are you exhausted from managing various tools for your sales and customer interaction? Imagine a seamless setup where your CRM and calling system work together smoothly, boosting your productivity and making your workday more efficient.
This vision has become a reality with the integration of Nutshell CRM and KrispCall. By linking these dynamic tools, you'll have an ally with whom you can relate.
This guide will walk you through the step-by-step process to integrate your Nutshell CRM with KrispCall and highlight the key benefits you'll gain. So, let’s get started and get that integration up and running.
Integrating KrispCall and Nutshell unlocks many benefits that can significantly enhance your business operations. From streamlining interactions to optimizing workflow management, there are many benefits you can experience firsthand.
The integration of KrispCall and Nutshell greatly enhances agent productivity. With this powerful combination, agents can effortlessly make and receive calls straight from the Nutshell dashboard. This streamlined process not only saves valuable time but also empowers agents to engage with more leads.
Additionally, this integration provides seamless access to customer information, call history, and notes, all within a single interface. This means agents have all the essential details about their leads right at their fingertips, which is sure to increase customer engagement rates.
With this integration, you can automatically log calls, create tasks, and update contact information in Nutshell CRM. This makes it easier to track leads, manage customer relationships, and optimize campaigns.
Moreover, you can assess leads according to their preferences, enabling you to focus your outreach strategies more effectively. With efficient lead tracking, sales teams can concentrate their efforts, uncover new opportunities, and accelerate the deal-closing process.
Integrating Nutshell CRM with KrispCall allows you to analyze call data and customer interactions to gain valuable insights into marketing campaign performance. Using this data, businesses can segment customers and tailor their marketing campaigns to target them better.
Furthermore, by understanding which campaigns are driving the most leads and conversions, you can optimize your marketing strategies and allocate resources more efficiently. This data-driven approach helps you refine your messaging, target the right audience, and maximize ROI.
KrispCall's integration with Nutshell CRM empowers agents to make calls directly from the Nutshell interface, streamlining their workflow and saving valuable time.
Additionally, the feature of screen pop-ups during incoming calls provides agents with essential caller details such as caller ID, purchase history, and previous interactions, enabling them to address customer inquiries with greater efficiency.
Integrating Nutshell CRM with KrispCall empowers businesses to make data-driven decisions. The synergy between the two platforms provides a wealth of analytics and reports that highlight key performance metrics, such as call volumes, conversion rates, and customer engagement levels.
Furthermore, by analyzing customer interactions and feedback, teams can refine their approaches and strategies. This proactive stance fosters a culture of continuous improvement, ensuring that businesses remain agile and responsive to changing market conditions and customer needs.
Follow these steps to integrate Nutshell CRM with KrispCall:
Step 1: Log in to your KrisCall account and go to Settings.
Step 2: In Settings, you'll find Integrations under APP SETTINGS. Click on it.
Step 3: After clicking on integrations, you can find different automation tools and CRMs that you can integrate with KrispCall. To integrate Nutshell from KrispCall, click on the Connect → button below Nutshell.
Step 4: After clicking on the connect button, a new page pops up to enter the username and API key of Nutshell.
Step 5: To get the API key of Nutshell, login to the Nutshell account and click on Settings. Then, under Setting, scroll down to find API keys and click it.
Step 6: Users need to generate an API key themselves. To do so, navigate to the API keys section and click on the option Add a new API key, as illustrated below.
Step 7: Add the API key inside. Give the API a name and select permission to API Access, then click the new API key button.
Step 8: To copy the API key, click on the generated key, and a new pop-up will appear. There, the user can copy the API key, as shown below.
Step 9: Enter Nutshell's username(email ID) and paste the API key copied from Nutshell, then click the Submit button.
Step 10: A successful CRM integration message will pop up, and Nutshell will be shown in active integrations in KrispCall.
Once Nutshell is integrated with KrispCall, users can easily switch different settings on or off. Let’s start with the general settings.
The General Settings is your starting point, featuring three additional options for customization. By default, all toggle buttons in this section are activated.
Create new contacts for calls: This button facilitates one-way contact synchronization when the toggle is activated. In this case, any contact created in KrispCall will automatically sync to Nutshell. However, if the toggle is deactivated, contacts will not be synced.
Contacts 2-way sync: When activated, this option facilitates two-way contact synchronization. If the toggle is on, any contacts added in Nutshell will automatically sync with KrispCall. Conversely, if the toggle is off, those contacts will not be synced. Additionally, this button enables initial synchronization; if there are existing contacts in either KrispCall or Nutshell, toggling this button will ensure that all contacts are synced across both platforms.
Notes logging: This option allows you to synchronize notes with Nutshell that are created, modified, or removed directly from the conversation box or during a call. If you turn off this option, notes will not be synced to Nutshell.
Workflow Settings can be found immediately following the general settings. Initially, all options within the workflow settings are configured to Calls (Engagements). Users have the flexibility to click on this setting and adjust it according to their specific needs.
Log outgoing answered calls as Calls(Engagements)/Disabled: When you activate the Calls (Engagements) setting, all outgoing answered calls will seamlessly sync with Nutshell. Conversely, if you choose to disable this setting, outgoing answered calls will not be synced to Nutshell.
Log outgoing unanswered calls as Calls(Engagements)/Disabled: By enabling the setting as Calls(Engagements), the outgoing unanswered calls will be synced to Nutshell. By enabling the setting as Disabled, the outgoing unanswered calls will not be synced to Nutshell.
Log incoming answered calls as Calls(Engagements)/Disabled: When you activate the Calls (Engagements) setting, all incoming answered calls will seamlessly sync with Nutshell. Conversely, if you choose to disable this setting, incoming answered calls will not be synced to Nutshell.
Log incoming unanswered calls as Calls(Engagements)/Disabled: Enabling the setting as Calls(Engagements) will sync the unanswered calls to Nutshell, but disabling it will prevent it from doing so.
Log voicemail as Calls(Engagements)/Disabled: Enabling the settings as Calls(Engagements) will sync the voicemail log to Nutshell. Enabling the setting as Disabled will not sync the voicemail log to Nutshell.
The connected numbers configuration can be found following the workflow settings. There is a single option available within the settings of the connected number.
Log phone calls for these numbers: When the integration is done for the first time, the list of available numbers in the channel will be automatically selected.
If the user purchases the number after integration, they need to add it to connected numbers manually.
Note: If there are no selected numbers, then the call logs will not be synced in Nutshell.
This vision has become a reality with the integration of Nutshell CRM and KrispCall. By linking these dynamic tools, you'll have an ally with whom you can relate.
This guide will walk you through the step-by-step process to integrate your Nutshell CRM with KrispCall and highlight the key benefits you'll gain. So, let’s get started and get that integration up and running.
Benefits of Integrating Nutshell with KrispCall
Integrating KrispCall and Nutshell unlocks many benefits that can significantly enhance your business operations. From streamlining interactions to optimizing workflow management, there are many benefits you can experience firsthand.
1. Increased Agent Productivity
The integration of KrispCall and Nutshell greatly enhances agent productivity. With this powerful combination, agents can effortlessly make and receive calls straight from the Nutshell dashboard. This streamlined process not only saves valuable time but also empowers agents to engage with more leads.
Additionally, this integration provides seamless access to customer information, call history, and notes, all within a single interface. This means agents have all the essential details about their leads right at their fingertips, which is sure to increase customer engagement rates.
2. Effortlessly Track Your Leads
With this integration, you can automatically log calls, create tasks, and update contact information in Nutshell CRM. This makes it easier to track leads, manage customer relationships, and optimize campaigns.
Moreover, you can assess leads according to their preferences, enabling you to focus your outreach strategies more effectively. With efficient lead tracking, sales teams can concentrate their efforts, uncover new opportunities, and accelerate the deal-closing process.
3. Optimize Marketing Campaigns
Integrating Nutshell CRM with KrispCall allows you to analyze call data and customer interactions to gain valuable insights into marketing campaign performance. Using this data, businesses can segment customers and tailor their marketing campaigns to target them better.
Furthermore, by understanding which campaigns are driving the most leads and conversions, you can optimize your marketing strategies and allocate resources more efficiently. This data-driven approach helps you refine your messaging, target the right audience, and maximize ROI.
4. Better Call Handling
KrispCall's integration with Nutshell CRM empowers agents to make calls directly from the Nutshell interface, streamlining their workflow and saving valuable time.
Additionally, the feature of screen pop-ups during incoming calls provides agents with essential caller details such as caller ID, purchase history, and previous interactions, enabling them to address customer inquiries with greater efficiency.
5. Data-driven Decision Making
Integrating Nutshell CRM with KrispCall empowers businesses to make data-driven decisions. The synergy between the two platforms provides a wealth of analytics and reports that highlight key performance metrics, such as call volumes, conversion rates, and customer engagement levels.
Furthermore, by analyzing customer interactions and feedback, teams can refine their approaches and strategies. This proactive stance fosters a culture of continuous improvement, ensuring that businesses remain agile and responsive to changing market conditions and customer needs.
How to Integrate Nutshell with KrispCall?
Follow these steps to integrate Nutshell CRM with KrispCall:
Step 1: Log in to your KrisCall account and go to Settings.
Step 2: In Settings, you'll find Integrations under APP SETTINGS. Click on it.
Step 3: After clicking on integrations, you can find different automation tools and CRMs that you can integrate with KrispCall. To integrate Nutshell from KrispCall, click on the Connect → button below Nutshell.
Step 4: After clicking on the connect button, a new page pops up to enter the username and API key of Nutshell.
Step 5: To get the API key of Nutshell, login to the Nutshell account and click on Settings. Then, under Setting, scroll down to find API keys and click it.
Step 6: Users need to generate an API key themselves. To do so, navigate to the API keys section and click on the option Add a new API key, as illustrated below.
Step 7: Add the API key inside. Give the API a name and select permission to API Access, then click the new API key button.
Step 8: To copy the API key, click on the generated key, and a new pop-up will appear. There, the user can copy the API key, as shown below.
Step 9: Enter Nutshell's username(email ID) and paste the API key copied from Nutshell, then click the Submit button.
Step 10: A successful CRM integration message will pop up, and Nutshell will be shown in active integrations in KrispCall.
Integration setting
Once Nutshell is integrated with KrispCall, users can easily switch different settings on or off. Let’s start with the general settings.
General Settings
The General Settings is your starting point, featuring three additional options for customization. By default, all toggle buttons in this section are activated.
Create new contacts for calls: This button facilitates one-way contact synchronization when the toggle is activated. In this case, any contact created in KrispCall will automatically sync to Nutshell. However, if the toggle is deactivated, contacts will not be synced.
Contacts 2-way sync: When activated, this option facilitates two-way contact synchronization. If the toggle is on, any contacts added in Nutshell will automatically sync with KrispCall. Conversely, if the toggle is off, those contacts will not be synced. Additionally, this button enables initial synchronization; if there are existing contacts in either KrispCall or Nutshell, toggling this button will ensure that all contacts are synced across both platforms.
Notes logging: This option allows you to synchronize notes with Nutshell that are created, modified, or removed directly from the conversation box or during a call. If you turn off this option, notes will not be synced to Nutshell.
Workflow Settings
Workflow Settings can be found immediately following the general settings. Initially, all options within the workflow settings are configured to Calls (Engagements). Users have the flexibility to click on this setting and adjust it according to their specific needs.
Log outgoing answered calls as Calls(Engagements)/Disabled: When you activate the Calls (Engagements) setting, all outgoing answered calls will seamlessly sync with Nutshell. Conversely, if you choose to disable this setting, outgoing answered calls will not be synced to Nutshell.
Log outgoing unanswered calls as Calls(Engagements)/Disabled: By enabling the setting as Calls(Engagements), the outgoing unanswered calls will be synced to Nutshell. By enabling the setting as Disabled, the outgoing unanswered calls will not be synced to Nutshell.
Log incoming answered calls as Calls(Engagements)/Disabled: When you activate the Calls (Engagements) setting, all incoming answered calls will seamlessly sync with Nutshell. Conversely, if you choose to disable this setting, incoming answered calls will not be synced to Nutshell.
Log incoming unanswered calls as Calls(Engagements)/Disabled: Enabling the setting as Calls(Engagements) will sync the unanswered calls to Nutshell, but disabling it will prevent it from doing so.
Log voicemail as Calls(Engagements)/Disabled: Enabling the settings as Calls(Engagements) will sync the voicemail log to Nutshell. Enabling the setting as Disabled will not sync the voicemail log to Nutshell.
Connected Numbers
The connected numbers configuration can be found following the workflow settings. There is a single option available within the settings of the connected number.
Log phone calls for these numbers: When the integration is done for the first time, the list of available numbers in the channel will be automatically selected.
If the user purchases the number after integration, they need to add it to connected numbers manually.
Note: If there are no selected numbers, then the call logs will not be synced in Nutshell.
Updated on: 20/11/2024
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