Read this introduction to the Nutshell integration, including how to set up the integration from within Nutshell.
To learn more about the functionality of Nutshell, please read the entire series of articles accessed at the side and bottom of this page.
Which plans include this feature?
Legacy: Soho, Pro, Plus, Enterprise, Flex
New: Starter, Growth, Managed | Learn more about our new plans or how to change your plan.
Where can I find this feature using the top menu?
Manage > Integrations > CRMs > Nutshell
What more do I need to use this feature?
- Admin permissions to manage Integrations.
- A Nutshell account created and accessible.
Which Checkfront version supports this feature - classic, new or both?
- The Nutshell integration is available to both those using items (Inventory > Items), a key feature of our classic version of Checkfront, and those using products (Inventory > Products), a key feature of our newest version of Checkfront.
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New to Checkfront - Products ✨ With our newest version of Checkfront, we have added Products (Inventory > Products) as the successor to items (Inventory > Items). Are you interested in migrating to our newest version? Please reach out to our Technical Support team for more information. |
About Nutshell
Back to top
"Nutshell provides an all-in-one growth software featuring CRM, email marketing, and contact management to help B2B teams close more deals." ~ Nutshell.com
Nutshell is a hosted third-party Customer Relationship Management (CRM) application. Nutshell is easy to integrate with Checkfront and requires just a few simple steps to get you started.
Integration Overview
Back to topOur integration with Nutshell allows us to automatically create new leads and contacts or update existing ones when a booking is created via Checkfront.
Setting up in Nutshell
Back to topTo link Checkfront to Nutshell, you must enter some API details from Nutshell into your Checkfront account. You can follow these instructions to obtain those API details.
Once you create your account with Nutshell, log in and click the plus (+) icon and then the Import option in the left-hand side menu.
From there, you see a detailed menu separated into various categories. The last category, Connections, has a menu item labelled API keys. Click on this.
If you've been using Nutshell for a while, you may have created other API keys. If this is the case, the keys are listed on this page. Click on the Add API key link to add a new API key.
In the pop-up box, enter a Name for the API key. Something simple like Checkfront is acceptable.
Next, choose API access from the Permission field.
Click the green New API key button to complete the API key creation.
Your new API key now displays on the page. Click on the listing to open another pop-up box to copy the API key.
Once you copy the alpha-numeric string of characters, head back to your Checkfront dashboard.
In the following article, we look at how to set up the Nutshell integration within Checkfront.
Setting up Nutshell CRM in Checkfront >