Nutshell CRM empowers B2B organizations to streamline their sales process and work more collaboratively to win more deals. Zoom is a video conferencing solution that offers seamless online meetings, webinars, and virtual event capabilities. Together, they form a powerful integration that saves you time, enables teamwide collaboration, and enhances your customer experience.
With this integration, you can automatically sync Zoom meeting activity and registrant information to your Nutshell account, giving you full visibility into your conversations and making it easy to reference them later.
The integration syncs Zoom meeting activity to Nutshell, automatically adding the meeting details to the contact’s timeline. You can view all the meetings scheduled for an individual contact or account directly from Nutshell. This integration can also automatically send webinar registrant information to Zoom and create new leads in Nutshell.
For Nutshell Pro (and above) users, Zoom is a built-in integration. Once you are signed into Nutshell, you can follow the steps to easily connect Nutshell and access convenient meeting syncing.
Not a Nutshell Pro (or above) user? You can set up this integration using Zapier or contact our team for assistance with setting up an integration.
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