Nutshell

Connect CallRail to Nutshell: track every call and keep every interaction visible.
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Nutshell Integration Overview

Nutshell is the time-saving CRM—and our native CallRail integration connects your phone system to Nutshell so every call is tracked, every interaction is visible, and your team can save time and close more deals.

Make and receive calls with confidence: incoming calls instantly launch a Nutshell contact/lead search so you know who’s calling and what they need before you even pick up. Every call is automatically logged as an activity in Nutshell, keeping customer interactions saved in one place. And with call stats captured for easy reporting, sales and support leaders can quickly spot trends and optimize team performance.

Integration Features

  • Instant caller lookup (incoming calls) – When a CallRail call comes in, Nutshell opens a contact/lead search automatically. See the caller’s relationship with your business in seconds—no manual searching.
  • Automatic call logging – Every call is automatically saved to Nutshell as an activity, so your team always has a complete, up-to-date record of customer interactions in one place.
  • Click-to-call for faster outreach – Call prospects and customers with a single click—skip the busywork of dialing and keep your team focused on productive conversations.
  • Call stats for better reporting and optimization – Call activity and stats are captured for reporting, helping sales and support leaders identify what’s working, what’s not, and where to improve.
  • Easy setup – No complicated installs. Connect with your RingCentral credentials and get up and running quickly.