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How to Integrate Nutshell With ProProfs Chat

Nutshell integration is an upgraded web-based application which allows you to work effectively as well as efficiently to save your time. It also helps you to manage your business leads, contacts and accounts. With ProProfs and Nutshell CRM integration your transcripts would be sent to Nutshell automatically and logged as activities. The main feature of this integration includes it's smooth and easy to use interface with a powerful management tool. Android and iPhone apps both include Nutshell's detailed sales analytics data.

The salient features of this powerful integration include:

  • The reports or data is easy to store
  • Powerful sales transcript automation
  • Track your leads and sales representative's activities
  • It can be integrated with Google applications

Follow These Steps For Nutshell CRM Integration With ProProfs Chat:

Step 1: Login to your Nutshell account and go to Your Settings.

 

 

Step 2: Then, under the Connections Tab, Select API Keys.

 

 

Step 3: Click Add API key. Give the API key a name and click New API Key. Make sure the permission given is API+ user impersonation.

 

 

Step 4: Open the newly formed API Key by clicking it. Next, copy the API address.

 

 

Step 5: Next login into your ProProfs Chat Account and go to Settings----->Integration.

 

 

Step 6: Enable Nutshell under Integration. Next, enter your Nutshell User ID and the copied API Key. Click on Save.

 

 

 

Step 7: You can then see your contacts by clicking the People icon in your Nutshell dashboard.

 

 

 

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