Nutshell for Gmail: A CRM extension built into your inbox

Quick answer: What is Nutshell’s CRM Chrome extension?

The Nutshell for Gmail Chrome extension puts your CRM in your inbox: add the sender, log a call or note, save attachments and share the thread with your team. It runs in desktop Google Chrome only.

Do you use Gmail for work? Good. You’re going to love this.

The Nutshell for Gmail Chrome extension lets you manage your Nutshell contacts and leads directly from your Gmail inbox. And it just got a major upgrade: a rebuilt Nutshell sidebar that lets you log, file, and book without leaving the email thread.

A CRM has to sync with your email in order to be effective, which is why Nutshell has made Gmail integration a top priority since day one.

Nutshell was the first CRM to enter the G Suite Marketplace when we released our popular Google gadget, allowing users to view their contacts in Gmail, create new contacts, save emails to Nutshell, sync their calendar activities, and more.

The Nutshell for Gmail Chrome extension includes all the necessary email and calendar sync features, and adds the following capabilities…

• Create tasks
• Track communication timelines
• Write notes
• See which emails have been shared with your teammates in Nutshell
• Share email threads and messages directly from Gmail, without having to forward or BCC them to Nutshell

No more wasting time switching between applications—the Nutshell for Gmail extension puts everything in one place, helping you save time and stay productive.

What can I do from Gmail with Nutshell’s Chrome Extension?

Work the deal without leaving Gmail

You already live in the inbox. The call you just finished, the contract on the thread, and the meeting you still need to book all start there, then usually send you back to the CRM to write them down. We rebuilt the Nutshell sidebar in Gmail so that work can stay on the thread.

View and update any Lead, Contact or Company

When you open email in Gmail, the Nutshell Gmail extension will show as a side panel. It shows the person or company on the thread, with their tasks, scheduled activities, leads, and timeline.

You can log what happened, save a file onto the deal, and offer meeting times while you write the reply.

If you need to do more, you can open any record in Nutshell with a single click from Gmail.

What can I do with Nutshell’s email sidebar?

See who you are emailing

Open a thread and the sidebar lists who is on it. Click a person for their open tasks, upcoming activities, leads, and recent timeline. Click the company name for that company’s people and deals, and log work on the company itself. People who are not in Nutshell yet can be added from the thread, with their name and email filled in. If a name or phone number needs fixing, open Details, then Edit, on the person.

Log the call before you close the thread

Log an activity or write a note on the person or company you are viewing. Record a call or meeting that already happened, or schedule the next one. Save from Gmail, and the entry is on the timeline in Nutshell. You can also see all scheduled activities in the sidebar’s Activities list.

File the attachment on the right record

If someone emails you an image or a pdf, you can save it right to a lead, a company, or a person. In Gmail, use the Save to Nutshell badge on the attachment itself, or click Save or Save all in the sidebar. Nutshell skips files it already has, and it leaves signature images off the list.

Offer meeting times while you write

From the Gmail compose window, open “Book a time”.

Propose up to three open times, or insert a booking link. Each time becomes a button in the email, with a link to the rest of your availability. When the recipient books, the calendar event and the Nutshell activity are created.

This uses Nutshell Scheduler and a connected calendar. If either is missing, the panel tells you what to connect.

How do I get started?

• Add the Nutshell for Gmail Chrome extension
• Log into Nutshell to verify your account
• Reload your gmail inbox

And it’s ready to use.

Note: Gmail has periodic updates and you might need to re-add the Nutshell extension. Click on “Google Apps”, find and select the Nutshell Extension, log into Nutshell, and refresh your Gmail inbox.

The sidebar is available on every Nutshell plan.

• In order to send email templates from Gmail, you’ll need Nutshell Business and above.
• The “Book a time” feature requires Nutshell Scheduler, available on Nutshell Pro and above.

Work where you work with Nutshell + Gmail.

Download the Nutshell for Gmail Chrome extension for free at the Chrome web store, and please leave a review to let us know what you think!

Not a Nutshell customer yet? Start a free 14-day trial and see what Nutshell can do for your team.

Are you on Office365 User? Bring the power of Nutshell to your inbox with the Nutshell for Outlook add-in!

Frequently asked questions

• 1. What can reps do from Gmail with the Nutshell extension?

  From the Gmail sidebar, reps can see who is on a thread, create tasks, write notes, log calls and meetings, save attachments, and share email threads with their team.

• 2. How do I add the Nutshell for Gmail extension?

  Add the Nutshell for Gmail Chrome extension from the Chrome Web Store, log into Nutshell to verify your account, then reload your Gmail inbox.

• 3. Can reps book meetings from Gmail?

  Yes. From the Gmail compose window, open Book a time to offer meeting times or insert a booking link. It uses Nutshell Scheduler and a connected calendar.

• 4. What if the extension stops showing in Gmail?

  Gmail has periodic updates, so you might need to re-add the extension. Select it under Google Apps, log into Nutshell, and refresh your Gmail inbox.

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