SalesPartner
+ Nutshell
Every conversation logged. Every appointment synced. Every status updated. Your Nutshell stays current without lifting a finger.
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.
Your CRM. Always Current.
SalesPartner handles the conversations. Nutshell keeps the records. Every text, every call, every appointment—automatically logged to the right Lead. Your team sees the full picture without data entry.
Instant Sync
Activities appear in Nutshell within seconds of happening.
Complete History
Every message, every response—the full conversation thread.
Team Visibility
Sales reps see all interactions before their calls.
Easy to Use
Nutshell keeps CRM simple. So does SalesPartner.
What Gets Synced
Every meaningful interaction flows into Nutshell automatically. No copy-paste. No forgotten updates.
Messages
Message Sent
Outbound SMS/chat logged to lead timeline
Message Received
Inbound messages from leads captured
Message Delivered
Delivery confirmation recorded
Message Failed
Failed sends logged with error details
Appointments
Appointment Scheduled
New bookings create activities
Appointment Rescheduled
Time changes sync to existing activity
Appointment Cancelled
Cancellations logged with reason
Appointment Completed
Completion status updated
Lead Status
Status Changed
Pipeline stage updates automatically
Qualification Complete
Qualification data syncs to lead fields
How It Works
Connect Your Nutshell
Simple API key setup
Generate an API key in your Nutshell account settings. Enter it in SalesPartner—connected in minutes.
Map Your Leads
Link leads to Nutshell records
New leads get matched to existing Nutshell Contacts by email or phone. No duplicates. Clean data from day one.
Conversations Happen
SalesPartner handles the dialogue
Leads text, chat, or call. SalesPartner responds instantly, qualifies them, and books appointments. All while logging everything.
Nutshell Updates
Activities appear in real-time
Every interaction creates a Note or Activity on the Lead record. Full content, timestamps, and outcomes. Zero delay.
Team Takes Over
Reps have full context
Before every call, your team sees the entire conversation history. What the lead asked. What they care about. What was promised.
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 REST API
Authentication
HTTP Basic (Email + API Key)
Sync Direction
One-way (SalesPartner → Nutshell)
Sync Frequency
Real-time (< 5 seconds)
Supported Plans
Business, Enterprise
Data Encryption
TLS 1.3 in transit, AES-256 at rest
API Endpoints Used
/api/v1/notesCreate notes/api/v1/activitiesCreate activities/api/v1/leads/{id}Update lead fields