Integrations / CRM
Connect Nutshell to WhatsApp: leads, contacts and accounts by chat
Flann is an AI agent your business talks to on WhatsApp. Connect Nutshell once, then ask Flann to look things up in it or get work done in it, by text or voice note. Nutshell is where your leads and customers live. Flann puts that record in your pocket and keeps it current from WhatsApp.
76 actions in Nutshell. 46 only look things up, and 30 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in Nutshell
Send any of these on WhatsApp, in your own words. Flann finds the right Nutshell action and fills in the details from the conversation.
“Look up the lead in Nutshell.”
“Look up the account in Nutshell.”
“Look up the contact in Nutshell.”
“Create a lead in Nutshell.”
“Create accounts in Nutshell.”
“Create contacts in Nutshell.”
What Flann can work with in Nutshell
Nutshell gives Flann 76 actions across 30 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Accounts | createdeleteupdatelook up | 6 |
| Leads | createdeletelook upreopenupdate | 6 |
| Contacts | createdeletelook upupdate | 5 |
| Notes | createdeletelook up | 4 |
| Activities | createlook up | 3 |
| Tasks | deletelook upupdate | 3 |
| Product categories | look up | 2 |
| Tags | createlook up | 2 |
Doing it yourself, wiring up a rule, or asking an agent: here is how they compare for Nutshell.
| Compare | Opening NutshellLog in, find it, do it | A fixed workflowTriggers built in advance | Nutshell through FlannAsk and get it done |
|---|---|---|---|
| Getting started on a job | Log in and click through the screens | Only what was wired up in advance | Text or voice note, in your own words |
| Looking things up about leads | By hand, screen by screen | Only the look-ups someone built | 46 look-ups, answered straight away |
| Creating and updating | Typed in by hand | Run unchecked once built | 30 changes, made from a message |
| Nutshell records | All of them, one screen at a time | Only the ones you wire up | 30 kinds, from one chat |
| Set-up | Nothing new to set up | Someone builds and maintains each flow | Your Nutshell API key, once |
YesPartlyNo
Step by step: Nutshell jobs you can hand to Flann
Each step below names the Nutshell action Flann actually runs.
Create a lead from a voice note
- You message Flann on WhatsApp: “Create a lead in Nutshell with these details.”
- Flann runs
List Leadsin Nutshell and shows you what it found. - Flann runs
Create Leadin Nutshell. - Flann creates it in Nutshell and confirms in the chat.
Fix a contact without opening Nutshell
- You message Flann on WhatsApp: “Change the contact in Nutshell: here is what is different.”
- Flann runs
List Contactsin Nutshell and shows you what it found. - Flann runs
Update Nutshell Contactin Nutshell. - Flann makes the change in Nutshell and confirms in the chat.
Clean up accounts you no longer need
- You message Flann on WhatsApp: “Which accounts in Nutshell are out of date? Remove the ones I confirm.”
- Flann runs
List Accountsin Nutshell and shows you what it found. - Flann runs
Delete Accountin Nutshell. - Each removal is confirmed in the chat.
Repetitive Nutshell work Flann takes off your plate
These are the jobs that come back every day or every week. Message Flann instead, and keep the decisions for yourself.
Routing new leads to the right person
Today
Each morning you read the new leads in Nutshell and decide who should handle them. While you decide, the lead goes cold.
With Flann
“Assign today’s new leads in Nutshell, Arabic speakers to Sami, the rest to Claire.”
Following the rule you gave, Flann reads each new lead in Nutshell, notes the language and the enquiry, and proposes an owner.
What you stop doing: You stop being the bottleneck between a lead and a reply.
Today’s call list
Today
Tasks, callbacks and reminders are scattered across contacts in Nutshell. Finding today’s means clicking through views you set up long ago.
With Flann
“Give me today’s call list from Nutshell.”
Pulling every task and callback due today from Nutshell, Flann gives you a call list with a line of context for each name: what was promised, what is open and the best number to ring. A look-up, so it is instant. When you report back after each call, Flann prepares the update and asks you to confirm it.
What you stop doing: Mornings start with a list instead of a search.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Nutshell
- In Flann, go to Connectors and find Nutshell.
- Paste your Nutshell API key into the secure form Flann opens. You will find the key in your Nutshell account settings.
- Go back to WhatsApp and ask for what you need. Flann chooses the Nutshell action and fills in the details.
Look-ups run as soon as you ask and change nothing in Nutshell. You can disconnect Nutshell from Connectors at any time.
Ways to use Nutshell with Flann
Move deals forward
Tell Flann a deal closed or stalled.
Follow up the leads you forgot
Ask Flann which leads in Nutshell have not heard from you in a week. It lists them and drafts the follow-up for each.
See the pipeline at a glance
Ask what is open and what is at risk. Flann summarises Nutshell in a few lines you can read in a queue.
Everything Flann can do in Nutshell
The full list of Nutshell actions available to Flann once you connect it.
Looks up 46
- Get Account
- Get Contact
- Get Lead
- List Contacts
- List Leads
- Get Account Custom Fields
- Get Activity
- Get Contact Custom Fields
- Get Lead's Custom Fields
- Get Leads Report
- Get Note
- Get Product Category
- Get Task
- List Account Custom Field Attributes
- List Account Fields
- List Account Types
- List Accounts
- List Activities
- List Activity Types
- List Competitor Maps
- List Competitors
- List Contact Custom Field Attributes
- List Contact Fields
- List Deleted Events
- List Editions
- List Events
- List Filters
- List Forms
- List Industries
- List Invoices
and 16 more
Changes 30
- Create Accounts
- Create Contacts
- Create Lead
- Update Lead
- Update Nutshell Contact
- Create Activities
- Create Custom Field for Accounts
- Create Custom Field for Leads
- Create Notes
- Create Sources
- Create Tags
- Delete Account
- Delete Contact
- Delete Lead
- Delete Note
- Delete Product Map
- Delete Task
- 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 Lead Status
- Update Task with JSON Patch
- Watch Lead
More CRM apps Flann works with
Common questions
What can Flann do with accounts in Nutshell?
Flann can create, delete, update and look up accounts in Nutshell, using 6 actions (Create Accounts, Delete Account, Edit Nutshell Account, Get Account and more). Looking up runs straight away and changes nothing. The other actions create or change accounts in Nutshell.
What can Flann do with leads in Nutshell?
Flann can create, delete, look up, reopen and update leads in Nutshell, using 6 actions (Create Lead, Delete Lead, Get Lead, List Leads and more). Looking up runs straight away and changes nothing. The other actions create or change leads in Nutshell.
How does Flann connect to Nutshell?
Open Connectors in Flann, choose Nutshell and paste your Nutshell API key into a secure form. You will find the key in your Nutshell account settings. Once it is connected, Flann can use 76 actions in Nutshell.
Can I use Nutshell from WhatsApp?
Yes. You talk to Flann on WhatsApp or in the Flann app, by text or voice note, and Flann works in Nutshell for you. You do not need to open Nutshell.
Which Flann plan do I need for Nutshell?
Any of them. Every Flann plan includes Nutshell and every other app.