Overview
The AFI plugin allows you to connect your WordPress forms with Nutshell CRM, enabling you to automatically create contacts in your CRM account. When a user submits a form, the contact and associated account information can be sent to Nutshell CRM instantly.
This is ideal for lead generation and CRM automation.
โ Supported Features
Add new contacts to Nutshell CRM
๐ง How To Setup
Step 1: Connect Your Nutshell CRM Account
Before setting up an integration, you need to connect your Nutshell account.
Go to AFI โ Settings โ General
Enable Nutshell CRM from the platform list and click Save Changes
A new Nutshell CRM tab will appear โ click on it
Enter your User Email and API Key
๐ How to Get Your API Key:
Log into your Nutshell CRM account
Go to Setup โ API & Integrations
Generate or find your API Key
Copy your email address and API Key, and paste them in the plugin settings
Click Save
Step 2: Create a New Integration
Go to AFI โ Add New
Youโll land on the New Integration setup screen
๐น Title
Give your integration a name (e.g., โNutshell Contact Syncโ)
๐น Trigger
Form Provider: Choose your form plugin (e.g., WPForms, Elementor)
Form/Task Name: Select the form to connect
Step 3: Configure the Action
๐น Platform
Select Nutshell CRM
๐น Task
Choose Add Contact
This task will create a new contact in Nutshell and optionally associate it with an account.
Step 4: Map Fields
Once the task is selected, you can configure the following:
๐น Owner
Choose a user (owner) from your Nutshell account to assign the contact
๐น Contact Fields
Map your form fields to Nutshell contact fields:
Name
Email
Phone
Bio
Address
City
State
Postal Code
Country
URL
๐น Account Fields (Optional)
You can associate a contact with an account:
Account Name
Description
Email
Phone
Address
City
State
URL
If the account exists, it will be updated. If not, a new account will be created and linked.
Step 5: Save Integration
Click Save Integration at the bottom.
๐ Youโre done! When users submit the form, a contact will be added to your Nutshell CRM account.
๐ Troubleshooting
If the integration is not working:
Go to AFI โ Log and check logs for Nutshell entries
Verify:
Correct API Key and Email were saved
Required fields like contact name or email are mapped
The form is being submitted with valid data
The contact or account does not already exist in Nutshell with the same data