Integrate Everest Forms with Nutshell

Send information between Everest Forms and Nutshell automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

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Create a new person in Nutshell for every form entry from Everest Forms

Streamline your contact management by integrating forms with your sales automation and CRM to capture details directly This flow will generate a new person in Nutshell using the form responses obtained from Everest Forms.

How it works
  1. The flow triggers when a new form entry is added in Everest Forms.
  2. Zoho Flow creates a new person in Nutshell.
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Create a new person in Nutshell for every form entry from Everest Forms

Everest Forms + Nutshell

Build your own integrations between Everest Forms and Nutshell

Connect Everest Forms and Nutshell with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Everest Forms and Nutshell using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form entry added

Triggers when a new form entry is added

Company created

Triggers when a new company is created

Lead added

Triggers when a new lead is added

Person created

Triggers when a new person is created

Lead won

Triggers when a new lead is won

Activity created

Triggers when a new activity is created

All Actions - Actions are the automated tasks

Create lead

Creates a new lead

Create company

Creates a new company

Create person

Creates a new person

Fetch lead

Fetches the details of an existing lead by email address of associated contact

Fetch account

Fetches the details of an existing account by name

Fetch person

Fetches the details of an existing person by email address

What is Everest Forms?

Everest Forms is a drag and drop form builder plugin that lets you create beautiful forms, including contact forms, within minutes. The plugin is lightweight, fast, and mobile responsive.

Forms WordPress Plugins

What is Nutshell?

Nutshell is a sales automation and CRM tool that helps your sales reps win more deals, with fast onboarding, powerful reporting, and free support.

CRM

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

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