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CRM

Connect Nutshell to any app with two-way sync.

Two-way sync Nutshell across all your CRMs, databases, data warehouses, EDI systems, and AI tools, with custom workflows tailored to your data.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

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Object catalog

What Stacksync syncs in Nutshell.

These objects sync between Nutshell and any connected system, with field-level mapping and conflict resolution. Custom fields are picked up from the live schema where Nutshell exposes them.

Leads
Nutshell's deal object; synced as the pipeline record linked to people and companies
People
individual contacts, kept consistent with marketing and outreach tools
Companies
account records that group people and leads for account-level syncs
Activities
logged calls, meetings, and emails used for engagement reporting
Tasks
rep to-dos mirrored into external work-management or reporting systems
Notes
free-text history attached to leads and contacts, replicated for a full timeline
Products
line items attached to leads, used to sync sold products into billing
Tags
segmentation labels mapped to lists or filters in downstream tools
Users
rep records used to resolve ownership when syncing assignments
API surface

How Stacksync connects to Nutshell.

The connector runs on Nutshell's native API. Stacksync manages authentication, rate limits, retries, and schema changes so your team does not maintain integration code.

Connection
JSON-RPC API over HTTPS; a newer REST API is also offered
Authentication
HTTP Basic with account email and API key
Change detection
webhook subscriptions for record events, with polling as fallback
Rate limits
subject to the platform's API rate limits

Sync directions

  • Read Supported
  • Write Supported
  • Change data capture Not available
  • Webhooks Supported
What ships with Nutshell

Connect Nutshell for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every connection.

Real-time

Two-way sync

Changes in Nutshell instantly reflect across connected systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Nutshell data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Nutshell record.

Observability

Monitoring

Track your Nutshell sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions.

Use cases

What teams run on the Nutshell connector.

Nutshell sells to small B2B sales teams - sales managers, founders, and the IT generalist who supports them - as a CRM with built-in email and marketing outreach, positioned for fast setup rather than heavy administration. It typically becomes the system of record for pipeline and contact history at companies without a dedicated RevOps function, so leads, people, companies, and activity data accumulate there first.

  • Sales managers at SMBs
  • RevOps
  • Founders
  • IT generalists

  1. Sync Nutshell leads into a warehouse or Postgres so small B2B teams can report on pipeline without exports.

  2. Push closed-won leads to accounting software to trigger invoicing automatically.

  3. Keep People and Companies consistent between Nutshell and email marketing or outreach tools.

  4. Write subscription or product data from internal systems into Nutshell so reps see account context.

  5. Mirror tasks and activities into ops tools for cross-team visibility.

  6. Two-way sync of People and Companies between Nutshell and Postgres so an ops team can query and correct CRM records in SQL, with fixes written back to Nutshell.

All Nutshell integrations

Pick the system you need to keep in sync with Nutshell. Each page covers the sync setup, field mapping, and common workflows for that pair.

CRM · 31

ERP · 25

Database · 12

Data warehouse · 9

Business productivity · 28

Accounting and finance · 12

How it works

Set up Nutshell in minutes, without APIs.

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Nutshell with its native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Nutshell connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Nutshell objects to sync — Stacksync auto-detects the schema, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Nutshell
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Nutshell database
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Nutshell connector FAQ

What can I sync with the Nutshell connector?

Nutshell's core objects — Leads, People, Companies, Activities and custom fields — can sync with any of 302 other systems. Every integration is real-time and bidirectional, with field-level mapping and conflict resolution.

How does Stacksync connect to Nutshell?

Via JSON-RPC API over HTTPS; a newer REST API is also offered, authenticated with HTTP Basic with account email and API key. Changes are detected as follows — webhook subscriptions for record events, with polling as fallback. Stacksync manages rate limits, retries, and schema changes automatically.

Is the Nutshell connector two-way?

Yes. Changes made in Nutshell propagate to the connected system and vice versa, in milliseconds. One-way flows are also supported when a direction should stay read-only.

How long does a Nutshell integration take to set up?

Most Nutshell integrations go live in minutes: authenticate Nutshell and the other system, pick objects and fields, and enable the sync. No code and no infrastructure to manage.

Is Nutshell data secure in transit?

Stacksync is SOC 2 Type II, ISO 27001, GDPR and HIPAA compliant. Nutshell data is encrypted in transit, and a zero-persistent-storage architecture means records are not retained after a sync operation.

SECURITY

Security teams trust Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

Learn more about security
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more
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