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Connected via Zapier

RevSquared + Nutshell. Calls become pipeline.

Every call your AI agent takes flows into Nutshell with the full context: caller info, what they asked about, how they sounded, and what happened. Catch it in Zapier and route it however you want.

  • Webhook-based
  • Works with any Zapier flow
  • Full call payload
  • Setup in ~5 minutes
Connected via
NutshellNutshell
  • Webhooks by Zapier
  • Catch any HTTP webhook
  • Full JSON payload per call
  • Fires within seconds of call end
Common workflows

Build the Zaps your CRM needs.

One webhook out of RevSquared, then any number of Zaps that route it into Nutshell.

New inbound call
NutshellNutshell person + lead

Caller info creates a person record and an attached lead in the right pipeline.

Quoted call
NutshellSet lead value + stage

Quoted price fills the lead value and bumps stage based on call outcome.

Call ended
NutshellLog activity on person

AI summary and recording URL log as a Nutshell activity on the matching person.

Booked meeting
NutshellAssign to rep + task

Auto-assign the lead and create a follow-up task with meeting details.

How to connect

One webhook. Any Zap you want.

Connect Zapier once in RevSquared. From then on every call posts a full JSON payload.

  1. 01

    Start a Zap with Catch Hook

    In Zapier, create a new Zap. Pick “Webhooks by Zapier” → “Catch Hook”. Copy the URL.

  2. 02

    Paste it into RevSquared once

    Open the Zapier integration in your RevSquared dashboard and paste the URL.

  3. 03

    Fire a test call

    Make a test call. Zapier receives the JSON and shows you the structure to map.

  4. 04

    Add Nutshell as the action

    Add Nutshell as the next step. Pick an action (Create Person, Create Lead, Log Activity). Map the fields and turn it on.

What you get

What you can build.

01

Auto-create people

Build a Zap that creates Nutshell people from every AI-handled call.

02

Open leads

Spin up leads in the right pipeline when callers ask for quotes.

03

Log activities

Push the AI summary as a Nutshell activity on the matching person.

04

Tag by source

Tag every record with call source so reporting stays clean.

05

Assign owners

Route new leads to the right rep based on call topic or geography.

06

Sync custom fields

Map any captured field into Nutshell custom fields.

Why teams pick RevSquared for Nutshell

The honest way to wire RevSquared into your CRM.

1 hookup
Connect once

RevSquared has one Zapier integration. Paste one Catch Hook URL and every call posts to it forever.

Many Zaps
Route however

From that webhook, create a person, open a lead, log activity, assign owners — same payload, different Nutshell actions.

Real-time
Not batched

The webhook fires seconds after the call ends. Your Nutshell pipeline reflects today's calls today.

Common questions

Everything else you'd want to know.

  • No. RevSquared has one generic Zapier integration. You paste one Catch Hook URL into it and you're done on the RevSquared side. The Nutshell part lives entirely inside the Zap you build in Zapier.
Pairs well with

Other integrations operators run alongside Nutshell.

Stop typing call notes into Nutshell.

Build a Zap once. Every future call lands as a person, lead, and activity automatically.