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Integrate Nutshell with Proximity to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Zapier makes it easy to integrate Nutshell with Proximity - no code necessary. See how you can get setup in minutes.

Select a trigger from Nutshell

A trigger is an event that starts your Zap and runs the workflow. For example, with Nutshell, a trigger could be "Lead Won."

A trigger is the event that kicks off your automated workflow.

Setup an action from Proximity

An action is what takes place after the automation is triggered.

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Nutshell to Proximity

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Set up your first integration

Quickly connect Nutshell to Proximity with a Zapier template.

Our most popular template

Create new Nutshell persons whenever Proximity memberships change
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Proximity + Nutshell

Create new Nutshell persons whenever Proximity memberships change

Proximity + Nutshell

Make work flow with AI

Level up your Nutshell to Proximity integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Nutshell and Proximity to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Nutshell and Proximity to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Lead Won
Triggers when a lead is won.
Trigger
Instant
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New Company
Triggers when new Company is created.
Trigger
Instant
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New Person
Triggers when new Person is created.
Trigger
Instant
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- Agenda
- Activity type
  Required
- Start time
- End time
- Internal note
- People within Nutshell
- Users within Nutshell
- Meeting lasts all day
- Flag meeting as important
- Street address
- Street address line 2
- Street address line 3
- City
- State
- Country
- Postal code
- Address type
Action
Write
- Name
  Required
- Email
- Phone
- Related company
- Street address
- City
- State
- Country
- Postal Code
- Tags
- Territory
- Audience
- Url
- Street address line 2
Action
Write

- Existing lead
  Required
- Outcome
  Required
Action
Write
- Related person
- Name
  Required
- Lead Name
- Assignee
- Email
- Phone
- Url
- Audience
- Territory
- Street address
- City
- State
- Country
- Postal Code
- Tags
- Street address line 2
- Related leads
- Note
Action
Write

- Name
  Required
Action
Search
- Email
- Lead Number
Action
Search
- Name
  Required
- Email
- Phone
- Related person
- Url
- Street address
- City
- State
- Country
- Postal Code
- Company Type
- Tags
- Territory
- Industry
- Street address line 2
Action
Search or write
- Email
- Lead Number
- Lead Name
- Products
- Price
- Quantity
- Market
- Pipeline
- Assignee
- Related company
- Related person
- Sources
- Tags
- Competitors
- Note
Action
Search or write
- Space
  Required
Trigger
Instant
Try It
- Space
  Required
Trigger
Instant
Try It
- Space
  Required
Trigger
Instant
Try It
- Space
  Required
Trigger
Instant
Try It

Activity Logged
Triggers when an Activity is logged.
Trigger
Instant
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New Activity
Triggers when new Activity is created.
Trigger
Instant
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New Lead
Triggers when a new Lead is created.
Trigger
Instant
Try It
- Name
  Required
- Email
- Phone
- Related person
- Url
- Street address
- City
- State
- Country
- Postal Code
- Company Type
- Tags
- Territory
- Industry
- Street address line 2
Action
Write
- Lead Name
- Products
- Price
- Quantity
- Market
- Pipeline
- Assignee
- Related company
- Related person
- Sources
- Tags
- Competitors
- Note
Action
Write
- Related company
- Name
  Required
- Lead Name
- Assignee
- Revenue
- Employee Count
- Company Type
- Assignee
- Email
- Phone
- Url
- Tags
- Territory
- Industry
- Street address
- City
- State
- Country
- Postal Code
- Tags
- Street address line 2
Action
Write
- Existing lead
  Required
- Stage
- Confidence
- Close Date
- Expected close time
- Assignee
- Is Hot
- Tags
Action
Write
- Email
Action
Search
- Email
Action
Search
- Email
- Name
  Required
- Phone
- Related company
- Street address
- City
- State
- Country
- Postal Code
- Tags
- Territory
- Audience
- Url
- Street address line 2
Action
Search or write
- Space
  Required
Trigger
Instant
Try It
- Space
  Required
Trigger
Instant
Try It
- Space
  Required
Trigger
Instant
Try It
- Space
  Required
Trigger
Instant
Try It
- Space
  Required
Trigger
Instant
Try It

Learn how to automate Nutshell on the Zapier blog

Learn how to automate Proximity on the Zapier blog

About Nutshell

Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.

Related categories

CRM (Customer Relationship Management)

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Streak

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CRM (Customer Relationship Management)

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Proximity

Create a seamless experience with integrated reservations, meeting room management, building access, Wi-Fi control and guest management.

Related categories

Product Management

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