# Nutshell

Nutshell CRM integration with lead management, pipeline sync, and automatic meeting logging for growing sales teams.

## When to Use This Connection

Use this connection when the user:
- Wants simple CRM sync without enterprise complexity
- Needs meeting outcomes to automatically qualify and advance leads
- Wants meeting analytics to enhance sales team reporting
- Needs sales process automation triggered by meeting events
- Wants to avoid complex configuration while maintaining full integration

## What This Connection Does

Guide the user to Settings > Integrations > Nutshell in their Demodesk dashboard at `https://demodesk.com/manage/settings/integrations/nutshell`. The connection uses Nutshell's OAuth 2.0 authorization — click "Connect Nutshell" and authenticate with your Nutshell account.

Once authenticated, the integration syncs leads, contacts, and companies between Demodesk and Nutshell. Meeting attendees are matched to existing Nutshell contacts by email. If no match exists, Demodesk creates new contacts with profile data from the meeting. Lead records in Nutshell are automatically qualified based on meeting outcomes — a qualified meeting flag can move a lead from prospect to qualified, triggering your sales process. Every completed meeting creates an activity in Nutshell's timeline with AI-generated summaries attached as notes. Deal stages update automatically based on meeting results — for example, a decision-making meeting can advance an opportunity. Meeting analytics enrich your Nutshell sales reports with conversation quality, engagement signals, and outcome data.

For configuration, navigate to "Sync Settings" after connecting. Choose which meeting outcomes auto-qualify leads. Set up deal stage advancement rules. Configure team access to meeting analytics in Nutshell's reporting dashboard. The sync runs automatically in real time. Monitor lead progression and meeting data in your Nutshell reports.

Anti-Pattern: "Ignoring Meeting Analytics"
Do not connect Demodesk and Nutshell but skip using the meeting analytics in your sales reports. The whole value is bringing conversation intelligence into your pipeline visibility — actually embed meeting quality and outcome signals into your team's daily reporting to drive coaching and process improvements.

## Data Sync

| Entity | Direction | Details |
|--------|-----------|---------|
| Leads | ↔ Bi-directional | Matched by email; auto-qualified from meeting outcomes |
| Contacts | ↔ Bi-directional | Automatic matching and creation |
| Companies | ↔ Bi-directional | Linked via Nutshell relationships |
| Activities | → Demodesk to Nutshell | Completed meetings logged to Nutshell timeline |
| Notes | → Demodesk to Nutshell | AI summaries and action items attached to records |

Sync is real-time. Lead qualification and deal stage updates are automatic.

## Example Prompts

- "Connect Nutshell to Demodesk"
- "Set up automatic lead qualification based on qualified meetings"
- "How do I see meeting analytics in my Nutshell reports?"
- "Configure deal stage advancement from meetings"
- "Which leads were auto-qualified from my recent meetings?"
