Your AI Agent Runs Nutshell in the Chat

Capture leads, update deals, and look up records inside the chat. Boei's agentic AI calls the Nutshell API on the fly and works across web chat, WhatsApp, email, and SMS.

Lead capture + tagging

Update deals + records

You pick which actions are on

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Nutshell Capabilities

What Your AI Agent Can Do With Nutshell

Boei's agentic AI calls the Nutshell API directly during conversations. No marketplace, no glue code. The agent figures out the right call, runs it live, and replies in the chat.

Capture a new lead

The agent collects qualifying info, then creates a contact and deal in Nutshell with the full chat transcript attached.

I'm interested in your enterprise plan

Got it. I've added you to Nutshell as 'Enterprise interest' and our sales team will reach out today.

Look up an existing record

Returning customers ask for status, the agent fetches the record from Nutshell and replies with the answer.

What's the status of my account?

Looking it up in Nutshell... your account is active, last renewal was on Jan 15. Anything else?

Move a deal to the next stage

After verifying who's chatting, the agent updates deal stage, owner, or amount in Nutshell from the conversation.

We're ready to sign, can you move us forward?

Done. I've moved your deal to 'Negotiation' in Nutshell and pinged your account exec.

Tag and segment leads

The agent applies the right tags or list memberships in Nutshell based on what the visitor says, so segmentation happens in real time.

I'm just researching for now

No problem. I've tagged you 'Researching' in Nutshell so we send you the right resources, not pushy emails.

Need something else? Tell the AI in plain English. The agent figures out the right Nutshell API call and runs it live.

A Simple CRM Deserves a Simple Way to Capture Leads

Nutshell is the CRM for teams that want things to just work. No complex configuration, no consultant required. Your sales pipeline is clear, your contacts are organized, and your team actually uses it. The one thing missing? A way to get website leads in there without someone copying and pasting from a chat window.

Boei's AI agent sits on your website and has real conversations with visitors. It answers their questions, figures out if they are a fit, and captures their contact information. When the chat ends, a webhook sends the data to Nutshell. A new person is created with their details, and a lead is opened in your pipeline with the conversation context attached.

What this means for your team: they open Nutshell in the morning and see new leads from overnight website conversations. Each lead has a name, email, phone number, what the visitor asked about, and which page they were on. The rep can call back immediately with full context. No research needed, no re-asking questions the visitor already answered.

How It Works

From website visitor to Nutshell lead, no manual steps

Visitor Chats With AI

A potential customer visits your website and asks about your products or services. Boei's AI agent responds and gathers their information naturally.

AI Organizes the Data

Contact details, business needs, and conversation highlights are structured into clean fields that match Nutshell's data model.

Webhook Creates Nutshell Records

A person record and a lead are created in Nutshell via webhook. The lead enters your pipeline at the stage you choose, with conversation notes attached.

What Growing Teams Do With This

Automatic People Records

A B2B visitor asks about your implementation services and shares their company email. A Nutshell person is created with name, email, phone, and company. Their company record is linked automatically.

Pipeline Lead Creation

The AI determines that the visitor is actively shopping for a solution. A Nutshell lead is created in your 'New Inbound' stage with estimated value and a note summarizing what they need.

Activity Logging

The conversation is logged as an activity on the person record. When your rep opens the lead, they read exactly what the visitor discussed with the AI before picking up the phone.

Multi-Channel to One Pipeline

Website chat leads, WhatsApp inquiries, and email conversations all flow into the same Nutshell pipeline. One view of all inbound leads regardless of channel.

Company Record Association

When the AI captures a company name, the Nutshell person is linked to the right company record. If multiple people from the same company chat, they are all grouped together.

Faster Follow-Up Times

Leads appear in Nutshell within a minute of the conversation ending. Your rep gets notified and can call back while the visitor still has your website open.

What Gets Sent to Nutshell

Person Record

Name, email, phone, title, and any details shared in conversation.

Company

Company name linked to the person record.

Lead

Pipeline lead with value, stage, and description.

Activity Notes

Conversation summary attached to the person.

Lead Source

Page URL, channel, and UTM campaign data.

Custom Fields

Any data points mapped to Nutshell custom fields.

Frequently Asked Questions

Is this a native Nutshell integration?

The connection works through webhooks via Zapier to Nutshell's API. Zapier has a well-supported Nutshell integration that handles creating people, companies, and leads.

Which Nutshell plans does this work with?

The webhook connection works with all Nutshell plans including Foundation, Pro, Power AI, and Enterprise. You need a Zapier account for the middleware.

Can I choose which pipeline stage new leads enter?

Yes. In your Zapier setup, you select the target pipeline and stage for new leads. You can even route leads to different stages based on qualification data from the AI conversation.

What Boei plan do I need?

Webhook integrations require the Boei Growth plan at $49/month (annual). This includes AI agent capabilities, 7,000 AI credits, and API access.

Will it create duplicate people in Nutshell?

You can configure deduplication logic in Zapier to check for existing people by email before creating new records. Matching people get updated instead of duplicated.

Other CRM Integrations

Boei connects to all the crm tools your team already uses.

HubSpot

Auto-create HubSpot contacts and deals from chat leads.

Salesforce

Send qualified chat leads straight into Salesforce.

Pipedrive

Push chat leads into your Pipedrive pipeline automatically.

Zoho CRM

Capture website leads in Zoho CRM without manual entry.

Close

Every chat becomes a Close lead, ready for follow-up.

See all integrations