How to connect WhatsApp to Nutshell | Callbell

Have you wondered how to integrate WhatsApp and Nutshell to automate and solve your sales processes?

With our official API it is possible, and to develop it you only need an account in Callbell and another in Nutshell.

In this way, your company will be able to link WhatsApp with Nutshell, using the Callbell API.

What is Nutshell?

This powerful CRM is a tool designed with the intention of allowing all agents to collaborate in customer management. The tool provides companies with highly customizable sales processes, marketing reports, collaboration tools like Callbell, a completely intuitive and extremely easy to use interface, email synchronization and cross-platform integrations.

This software organizes customer information so that it can be used easily whenever you want, simplifying communication and obtaining a complete view of all customers. With the data collected by the platform, you will be able to create powerful sales streams that will help you get more and better sales. Furthermore, with the use of appropriate functions, you will be able to manage excellent marketing and communication actions that will be able to increase the productivity of your company.

What is Callbell?

Callbell is a digital platform designed to improve and facilitate communication through messaging apps between companies and their customers.

It is a collaborative chat tool, that is; communication with customers is collaborative between the agents of your company, to which companies can link their page of Facebook, a WhatsApp account through the WhatsApp Business API, instagram business and Telegram, to centralize support channels and provide a better experience to the end customer. All in a single centralized solution.

How to Integrate WhatsApp to Nutshell – Main Method

Follow the steps below to do so: 

1) You must first create an account Callbell and integrate it to WhatsApp

2) Create an account on Nutshell. 

Once the steps are completed, your WhatsApp Business account can be connected with Nutshell through the Callbell API documentation so you can use this integration to meet your needs. 

The union of WhatsApp with Nutshell is a solution for companies looking for ease and comfort, one of the most sought-after features is the management and synchronization of contacts. This is possible due to the section of the Callbell API documentation dedicated to contacts. 

With this type of integration you will be able to automatically synchronize the WhatsApp contacts generated in Callbell with the section Nutshell contacts (For example).

How to integrate WhatsApp to Nutshell with Zapier – Alternative method

Zapier is a platform that saves multiple applications together and this makes it possible to connect them. The way it works is by creating “zaps”, that is, automation rules that are triggered by certain events, (such as the creation of new items in a list, receipt of messages, etc.).

When a “zap” is executed, Zapier can trigger a specific action, (such as creating a new lead in a CRM).

If you want to save your time on implementation, you can use the official integration of Callbell in Zapier to connect WhatsApp with Nutshell. One of the strongest advantages in using Zapier is the ease and speed of integration.

With the Callbell – Nutshell integration through the Zapier system, businesses can get to automatically create new contacts in Nutshell by leveraging Callbell’s Webhooks and also update Nutshell information based on customer interactions through Callbell.

This allows you to better visualize interactions with customers and better understand their needs or preferences.

To achieve this, what you will have to do is:

1) Create an account on Callbell and integrate WhatsApp

2) Create an account on Nutshell

3) Create an account on Zapier

Once you manage to perform these steps, you will only have to link Callbell and Nutshell with Zapier and program the necessary “zaps” for the operations you want.