Nutshell + Proximity

Create new Nutshell persons whenever Proximity memberships change

Streamline your workspace with this efficient workflow. When a membership status changes in the Proximity app, it will initiate the creation of a new person in Nutshell. This automatic process ensures that your customer relationship management is accurate and up-to-date, relieving you from manual data entry tasks and saving you valuable time.

When this happens...
Membership Changed
Triggers when a membership changes at your space.
TriggerInstant
automatically do this!
Create Person
Creates a new Person.
ActionWrite

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Supported triggers and actions

- SpaceRequired
Trigger
Instant
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- SpaceRequired
Trigger
Instant
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- SpaceRequired
Trigger
Instant
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- SpaceRequired
Trigger
Instant
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- SpaceRequired
Trigger
Instant
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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
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- NameRequired
- Email
- Phone
- Related person
- Url
- Street address
- City
- State
- Country
- Postal Code
- Company Type
- Tags
- Territory
- Industry
- Full address
Action
Write
- Lead Name
- Products
- Price
- Quantity
- Market
- Pipeline
- Assignee
- Related company
- Related person
- Sources
- Tags
- Competitors
- Note
Action
Write
- Existing companyRequired
- Name
- Description
- Assignee
- Revenue
- Employee Count
- Company Type
- Owner
- Email Address
- Phone
- Url
- Tags
- Territory
- Industry
- Street address
- City
- State
- Country
- Postal Code
- Tags
- Full address
Action
Write
- Existing leadRequired
- Stage
- Confidence
- Close Date
- Expected close time
- Assignee
- Is Hot
- Tags
Action
Write
- Email Address or Phone NumberRequired
Action
Search
- User emailRequired
Action
Search
- Email AddressRequired
- NameRequired
- Phone
- Related company
- Street address
- City
- State
- Country
- Postal Code
- Tags
- Territory
- Audience
- Url
- Full address
Action
Search or write

- SpaceRequired
Trigger
Instant
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- SpaceRequired
Trigger
Instant
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- SpaceRequired
Trigger
Instant
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- SpaceRequired
Trigger
Instant
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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
Try It
- Agenda
- Activity typeRequired
- 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
- NameRequired
- Email Address
- Phone
- Related company
- Street address
- City
- State
- Country
- Postal Code
- Tags
- Territory
- Audience
- Url
- Full address
Action
Write
- Existing leadRequired
- OutcomeRequired
Action
Write
- Existing personRequired
- Name
- Description
- Assignee
- Email Address
- Phone
- Url
- Audience
- Territory
- Street address
- City
- State
- Country
- Postal Code
- Tags
- Full address
- Related leads
- Add a note
Action
Write
- Company nameRequired
Action
Search
- Email Address
- Lead Number
Action
Search
- NameRequired
- Email
- Phone
- Related person
- Url
- Street address
- City
- State
- Country
- Postal Code
- Company Type
- Tags
- Territory
- Industry
- Full address
Action
Search or write
- Email Address
- Lead Number
- Lead Name
- Products
- Price
- Quantity
- Market
- Pipeline
- Assignee
- Related company
- Related person
- Sources
- Tags
- Competitors
- Note
Action
Search or write

About Nutshell

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

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

About Proximity

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

Related categories

Product Management

Nutshell + Proximity

Create new Nutshell persons whenever Proximity memberships change

Door Locked

Membership Cancelled

Member Caught Up on Payments

Reservation Created

Reservation Started

Activity Logged

New Activity

New Lead

Create Company

Create Lead

Update Company

Update Lead

Find Person

Find User

Find or Create Person

Door Unlocked

Membership Changed

Member Behind on Payments

Reservation Ended

Lead Won

New Company

New Person

Log Activity

Create Person

Update Lead Outcome

Update Person

Find Account

Find Lead

Find or Create Company

Find or Create Lead

About Nutshell

Related categories

Similar apps

Streak

Close

Zapier Interfaces

About Proximity

Related categories