Resources · Make integration

Nutshell Make integrationAutomate Nutshell with Make.

Can your CRM update itself when a deal closes? The Nutshell Make integration gives you 26 modules, including 5 instant triggers, to move leads, companies, people and activities between Nutshell and your other tools. This page shows you how to connect your account and build a first working scenario.

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What you can automate

What can the Nutshell Make integration automate?

It links your Nutshell account to Make so that records in your CRM start automations and receive data from other apps. In Make, an automation is called a scenario: a chain of modules, where each module is one brick, such as a trigger that listens to Nutshell or an action that writes to it.

Close a deal, start the onboarding. Watch Lead Won fires the moment a lead is marked as won, and the next modules can open a project in your delivery tool or log a handover with Create an Activity, so nobody waits for an email from sales.

Keep your contact base clean. Before a web form adds someone, Search Persons checks whether that contact already exists. If it does, Update a Person refreshes the record; if not, Create a Person adds it. The same logic works for accounts with Search Companies.

Feed reporting without exports. Watch Activities and Watch Leads send every new entry to a spreadsheet or a dashboard tool, which gives managers a live view of the pipeline outside the CRM.

The listed modules cover four kinds of records: companies, leads, activities and persons. For anything else in the Nutshell API, the Make an API Call module reuses the same connection. If you want to learn the editor step by step, the Make training starts from zero, and Make pricing explains how operations are counted. The same app often has a node in n8n too; n8n vs Make sets out the differences between the two platforms.

Connect

How do you connect Nutshell to Make?

  1. 01

    Copy your API key in Nutshell

    In Nutshell, open Setup in the left menu, then Connections, then API key. Copy the key shown on screen. The key only exists on an active Nutshell account.

  2. 02

    Add a Nutshell module and create the connection

    In your scenario, add any Nutshell module and click Create a connection. A connection is your Nutshell account linked to Make once, then reused by every Nutshell module. The Connection name field is optional.

  3. 03

    Paste your credentials and save

    Enter the credentials you copied from Nutshell, or follow the instructions Make shows in the window. Once saved, the module can read your Nutshell data and the lists inside it fill in by themselves.

First scenario

Build your first scenario with Nutshell

GoalWhen a lead is won in Nutshell, Make records a handover activity in Nutshell for the team that takes over.

  1. 01

    Create the scenario

    On the Scenarios page, create a new scenario and click the big + to add the first module. Type Nutshell in the search box to see its modules.

  2. 02

    Add Watch Lead Won

    Pick Watch Lead Won. Click Create a webhook, then Create a connection and paste your API key. From now on, Nutshell tells Make each time a lead is won.

  3. 03

    Chain Create an Activity

    Click the + on the right of the trigger and choose Create an Activity. It reuses your connection, so there is nothing to paste again.

  4. 04

    Map data from the won lead

    Fill the activity fields and click inside them to insert data from Watch Lead Won. Each bundle, meaning one item passed between modules, here carries one won lead.

  5. 05

    Test with Run once

    Click Run once, then mark a test lead as won in Nutshell. Open the bubbles above each module to read the bundles they received and check the new activity.

  6. 06

    Switch the scenario on

    When the test looks right, switch the scenario on. Every lead won from then on produces its handover activity, and each module run counts as one operation on your Make plan.

Triggers

What starts a Nutshell scenario?

5 modules start a scenario when something happens in Nutshell. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by Nutshell as soon as it happens.

Nutshell1Watch Activities

Watch Activities

Instant trigger

In Make“Triggers when a new activity has been created.”

Watch Activities launches your scenario as soon as someone logs a new activity in Nutshell, so a call or a meeting recorded by a rep can reach your other tools without anyone copying it by hand.

How it fires
instant, Nutshell calls Make through a webhook the moment the activity is created.
When to use it
when managers want each new meeting mirrored in a shared reporting sheet.
Watch out
Make asks you to click Create a webhook before Create a connection; keep that order.
Nutshell2Watch Companies

Watch Companies

Instant trigger

In Make“Triggers when a new company has been created.”

Each company added to Nutshell becomes a bundle that Make can pass to the next module, which keeps your account list in step across your tools from the moment sales creates it.

How it fires
instant, Nutshell alerts Make through a webhook as soon as the company exists.
When to use it
when finance needs a matching customer record in the invoicing app before the first quote goes out.
Watch out
the module reacts to newly created companies, so edits to an existing account need a different approach.
Nutshell3Watch Leads

Watch Leads

Instant trigger

In Make“Triggers when a new lead has been created.”

Watch Leads hands you every fresh opportunity the second it lands in Nutshell, ready to announce in a team chat, score in a spreadsheet or pass to a nurturing tool.

How it fires
instant, a webhook from Nutshell wakes Make up when the lead is created.
When to use it
for a sales team that wants a ping in its chat channel for each inbound opportunity.
Watch out
every module after the trigger costs one operation per lead, so a busy inbound pipeline consumes your plan faster than you might expect.
Nutshell4Watch Lead Won

Watch Lead Won

Instant trigger

In Make“Triggers when a new lead has been won.”

This is the trigger that tells you a deal is closed: it passes the won lead to Make so onboarding, invoicing or a thank you message can start without waiting for the rep.

How it fires
instant, Nutshell calls Make through a webhook as soon as the lead is won.
When to use it
when delivery or accounting should hear about a signed customer without a manual handover.
Watch out
Watch Leads fires much earlier, at creation; pick Watch Lead Won when the outcome matters, not the arrival.
Nutshell5Watch Persons

Watch Persons

Instant trigger

In Make“Triggers when a new person has been created.”

Watch Persons picks up each new contact person in Nutshell and sends it to Make, so your mailing list or support desk knows about that person without a second entry.

How it fires
instant, the app pings Make through a webhook right after the person is created.
When to use it
when marketing wants every new contact from sales added to its email tool.
Watch out
click Run once and read the bundle before mapping anything, so you see which data Nutshell really sends for a person.
Modules

What can Make do in Nutshell?

Nutshell gives you 21 modules. For each one: what it does for you, when to reach for it, and what to watch out for.

Nutshell1

Create a Company

Action

In Make“Creates a new company.”

Create a Company opens a new account in Nutshell from data coming out of another module, so a signed form or a new customer in your billing app shows up in the CRM without retyping.

When to use it
when a website form captures a business name and sales should see it right away.
Watch out
put Search Companies in front of it, or the same business may end up twice in Nutshell.
Nutshell2

Create a Lead

Action

In Make“Creates a new lead.”

With Create a Lead, an opportunity appears in Nutshell as soon as a signal arrives elsewhere: a demo request, a quote asked on your site, a reply to a campaign.

When to use it
when marketing collects requests in a form tool while sales works only from Nutshell.
Watch out
a lead created this way can also start any active scenario built on Watch Leads, so check that you are not building a loop.
Nutshell3

Create an Activity

Action

In Make“Creates a new activity.”

Create an Activity writes an entry into the Nutshell history, so the timeline of an account also shows what happened outside the CRM, in a booking tool or a support desk.

When to use it
after a scheduling app confirms a meeting, to keep the account timeline complete for the whole team.
Watch out
test with Run once and open the new activity in Nutshell to confirm it sits on the record you intended.
Nutshell4

Create a Person

Action

In Make“Creates a new person.”

Create a Person adds a contact to Nutshell from any other app in your scenario, which saves the rep from copying names and details out of emails or forms.

When to use it
when a webinar registration or a newsletter signup should land in the CRM as a real contact.
Watch out
Search Persons placed before it tells you whether the contact exists already, and avoids a double entry.
Nutshell5

Delete a Company

Action

In Make“Deletes an existing company.”

Delete a Company removes an account from Nutshell automatically, which helps when a cleanup decision is taken in another tool and the CRM should follow.

When to use it
to clear test accounts created while you were building and trying scenarios.
Watch out
a deletion cannot be taken back by the scenario; place Get a Company before it and read the bundle in Run once to see what you are about to remove.
Nutshell6

Delete a Lead

Action

In Make“Deletes an existing lead.”

Delete a Lead takes an opportunity out of Nutshell, so junk entries do not pollute the pipeline your team reviews and forecasts from.

When to use it
when another tool flags a form submission as spam after it had already created a lead.
Watch out
nothing brings the lead back once the module runs, so make sure the lead reaching it is really the one you mean to remove.
Nutshell7

Delete an Activity

Action

In Make“Deletes an existing activity.”

Delete an Activity erases one entry from the Nutshell history, which keeps the timeline honest when a planned event never took place.

When to use it
when a meeting is cancelled in your booking app and the activity logged for it no longer makes sense.
Watch out
you need to know which activity to target; Search Activities placed before it finds the right one.
Nutshell8

Delete a Person

Action

In Make“Deletes an existing person.”

Delete a Person removes a contact from Nutshell as part of a scenario, so a removal request handled in another system reaches the CRM too.

When to use it
when someone asks to be erased from your records and your team tracks those requests in a form or a ticket tool.
Watch out
the removal is final for the scenario, so test it on a dummy contact with Run once first.
Nutshell9

Get a Company

Action

In Make“Retrieves an existing company.”

Get a Company fetches the full record of one account you already know, so the modules that follow can use its details instead of the partial data an earlier step handed over.

When to use it
when a won lead should produce an invoice and the invoicing app needs the company data.
Watch out
it returns one company only; to look through several, Search Companies is the right module.
Nutshell10

Get a Lead

Action

In Make“Retrieves an existing lead.”

Get a Lead reads one opportunity from Nutshell in its current state, which is handy when a scenario started from another app and needs the latest version of the deal.

When to use it
before sending a status email to a client, so the message reflects what sales entered most recently.
Watch out
map the lead from a previous module; Get a Lead does not search, it opens one record.
Nutshell11

Get an Activity

Action

In Make“Retrieves an existing activity.”

Get an Activity pulls a single activity out of Nutshell, so you can check its content before copying it to a calendar or a report.

When to use it
when a scenario must decide what to do with an activity and needs its full details to do so.
Watch out
each run of the module is one operation; call it only when the trigger did not already provide what you need.
Nutshell12

Get a Person

Action

In Make“Retrieves an existing person.”

Get a Person loads one contact from Nutshell with its current data, which keeps a message or a sync based on what the CRM holds right now.

When to use it
just before a support tool or a mailing app receives the contact, to avoid pushing outdated details.
Watch out
read the bundle in Run once to see which data comes back before you map it further.
Nutshell13

Make an API Call

Action

In Make“Performs an arbitrary authorized API call.”

Make an API Call lets you reach any endpoint of the Nutshell API from your scenario, with the same connection as the other modules, when no listed module does the job.

When to use it
when you need a Nutshell record type or an operation beyond companies, leads, activities and persons.
Watch out
you write the request yourself, so keep the Nutshell API documentation open while you set it up.
Nutshell14

Update a Company

Action

In Make“Updates an existing company.”

Update a Company changes an existing account in Nutshell, so a correction made in billing or support also reaches the CRM without a second edit.

When to use it
when finance fixes a company's details in the accounting app and sales should see the same thing.
Watch out
the module needs to know which company to change; a Search Companies step in front of it finds it for you.
Nutshell15

Update a Lead

Action

In Make“Updates an existing lead.”

Update a Lead moves an opportunity forward from outside Nutshell, which spares reps from updating the pipeline after every event happening in another app.

When to use it
when a quote is signed in your e-signature tool and the lead should reflect it at once.
Watch out
test on one lead with Run once, since a wrong mapping would overwrite the data sales entered.
Nutshell16

Update an Activity

Action

In Make“Updates an existing activity.”

Update an Activity edits an entry already logged in Nutshell, so the history follows the changes made in the tool where the event is really managed.

When to use it
when a customer moves a meeting in your booking app and the Nutshell activity should show the new slot.
Watch out
find the activity first with Search Activities or map it from a trigger, otherwise the module has nothing to edit.
Nutshell17

Update a Person

Action

In Make“Updates an existing person.”

Update a Person refreshes a contact in Nutshell with data from another app, which keeps phone numbers, roles or addresses the same everywhere.

When to use it
after a contact edits their profile in your customer portal or support desk.
Watch out
pair it with Search Persons, which tells the scenario whether the contact is there to update or needs Create a Person instead.
Nutshell18

Search Activities

Search

In Make“Searches for activities or lists them all.”

Search Activities finds the activities that match what you ask for, or returns the full list, so a scenario can work on a batch of entries instead of just one.

When to use it
to fill a reporting sheet with the activities logged by the team.
Watch out
a search can return zero, one or many bundles, and every module after it runs once per bundle, which multiplies operations.
Nutshell19

Search Companies

Search

In Make“Searches for companies or lists them all.”

Search Companies tells your scenario whether an account is already in Nutshell, and hands back the matching companies to act on.

When to use it
as a check before Create a Company, so a new form entry does not duplicate an existing customer.
Watch out
plan for the case where nothing matches; with zero bundles, the modules after it simply do not run.
Nutshell20

Search Leads

Search

In Make“Searches for leads or lists them all.”

Search Leads gathers opportunities from Nutshell, filtered by your criteria or all of them, to copy them into another tool or process them one by one.

When to use it
to export the pipeline to a spreadsheet that management reads outside the CRM.
Watch out
listing every lead can produce a long run of bundles; narrow the search whenever you can to save operations.
Nutshell21

Search Persons

Search

In Make“Searches for persons or lists them all.”

Search Persons looks up contacts in Nutshell, which lets a scenario spot a known person before deciding to create, update or skip.

When to use it
when a form submission arrives and you want to match it to an existing contact.
Watch out
several people can match the same criteria, so check with Run once how many bundles come back before you add the next module.
Need help

Need help automating Nutshell with Make?

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FAQ

Nutshell and Make: common questions

01Is the Nutshell Make integration free?
Yes, Nutshell is a standard app in Make, so it works from the Free plan onward. The Free plan allows 2 active scenarios, a minimum interval of 15 minutes between scheduled runs, 5 minutes of execution per run and files up to 5 MB. Paid plans (Core, Pro, Teams and Enterprise) lower the interval to 1 minute and remove the limit on active scenarios. Every plan counts usage in operations, one per module run on a bundle. You still need your own Nutshell account.
02What do you need to connect Nutshell to Make?
An active Nutshell account and its API key. In Nutshell, go to Setup, then Connections, then API key, and copy the key. In Make, add a Nutshell module, click Create a connection, give it a name if you like and paste the credentials. For a trigger, Make first asks you to click Create a webhook, then Create a connection. The connection is saved once and reused by all Nutshell modules in your scenarios.
03Do Nutshell triggers in Make fire in real time?
Yes. All five Nutshell triggers are instant: Watch Activities, Watch Companies, Watch Leads, Watch Lead Won and Watch Persons. Nutshell calls Make through a webhook as soon as the event happens, instead of Make checking on a schedule. That is why these modules show a lightning badge in the editor and why Make asks you to create a webhook when you add one. Once the scenario is switched on, each new event in Nutshell runs it by itself.
04What if a Nutshell module you need is missing in Make?
Use Make an API Call. Nutshell has this module in Make, and it lets you call any endpoint of the Nutshell API with the connection you already set up. The 26 listed modules focus on companies, leads, activities and persons, with create, update, get, delete and search for each. When you need something outside that range, the API call covers it, provided you follow the Nutshell API documentation to write the request.
05Should you use Make or n8n for Nutshell?
It depends on the tool your team already uses and how you like to build. In Make, Nutshell comes with 26 modules and 5 instant triggers, plus Make an API Call for the rest, all visible in a visual editor. The same app often has a node in n8n as well, so check what that node covers before choosing. Compare the modules you need on each side, then pick the platform where your other automations already live.
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