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?
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?
- This feature is available in both our classic version using items (Inventory > Items) and our newest version using products (Inventory > Products). → Learn more about products
About NutshellBack 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
Integration OverviewBack to top
Our 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 NutshellBack to top
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.