Nutshell CRM

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.

✅ Supported Features

• Add new contacts to Nutshell CRM

🔧 How To Setup

Step 1: Connect Your Nutshell CRM Account

Before setting up an integration, you need to connect your Nutshell account.

1. Go to AFI → Settings → General

2. Enable Nutshell CRM from the platform list and click Save Changes

3. A new Nutshell CRM tab will appear — click on it

4. Enter your User Email and API Key

📌 How to Get Your API Key:

• Log into your Nutshell CRM account

• Go to Setup → 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

1. Go to AFI → Add New

2. You’ll land on the New Integration setup screen

🔹 Title
Give your integration a name (e.g., “Nutshell Contact Sync”)

🔹 Trigger

• Form Provider: Choose your form plugin (e.g., WPForms, Elementor)

• Form/Task Name: Select the form to connect

Step 3: Configure the Action

🔹 Platform
Select Nutshell CRM

🔹 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:

🔹 Owner
Choose a user (owner) from your Nutshell account to assign the contact

🔹 Contact Fields
Map your form fields to Nutshell contact fields:

• Name

• Email

• Phone

• Bio

• Address

• City

• State

• Postal Code

• Country

• URL

🔹 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.

🎉 You’re done! When users submit the form, a contact will be added to your Nutshell CRM account.

🔍 Troubleshooting

If the integration is not working:

• Go to AFI → 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