Which lead a call belongs to
When a person has several leads, we agree which one gets the call.
Integration · Dialpad to Nutshell
Dialpad and Nutshell CRM integration
Nutshell is a simple CRM for small sales teams. Dialpad is a business phone with AI call summaries. Many teams link them with a Zapier zap that breaks or costs more each month. We connect them directly, so calls land on the right lead with the summary and the next step. One-time setup, no monthly fee from us.
- From $100, one-time setup
- No monthly fees from us
- Tested on your own calls before go-live
Dialpad
Nutshell
One call ends in Dialpad. In Nutshell:
- A call or text in DialpadWith an AI summary
- Logged in NutshellOn the person and the open lead
- Next step createdA task for the lead owner
- One-time setup
- From $100
- Monthly fee from us
- $0
- Working days to a written scope
- 2
- Working days to build and test
- 5–10
Got it, thank you.
Check your inbox for a confirmation. We will reply within 2 working days with what we would do and what it would cost.
Replace the fragile zap
Searches for "Nutshell Zapier" usually come from teams already gluing tools together. Zaps work until a field changes, a task limit is hit or nobody remembers who built them. Calls stop logging and nobody notices.
We connect Dialpad and Nutshell directly, with clear rules: calls are logged as activities on the person and their open lead, the Dialpad AI summary is included where your plan has it, and missed calls create a task for the lead owner. It runs in your own accounts, without per-task billing.
- Small B2B sales teamsCalls and emails together on every lead.
- Teams moving off ZapierOne direct connection instead of several zaps.
- ManagersCall activity per rep in Nutshell’s reports.
What we connect between Dialpad and Nutshell
A typical setup. We adjust each line to how your team uses Dialpad and Nutshell.
When this happensThis is what you get
A call endsA call activity on the Nutshell person and open lead
The Dialpad AI summarySaved with the activity, where available
A text messageLogged on the person
A missed callA follow-up task for the lead owner
A new callerA new person, checked against existing numbers first
Field mapping, event by event
Each Dialpad event and exactly what it writes in Nutshell. Pick an event to see its fields.
1. Trigger · Dialpad
When a call ends
Every call made or received in Dialpad
2. Action · Nutshell
Log the activity
In Nutshell, on the person — Where your team already works
Nutshell field
Mapped from
What happens
Activity date
Date started15 Sep, 4:00 pm
Shown in your time zone
Date started15 Sep, 4:00 pm
Shown in your time zone
Call length
Call length3 min 04 s
Stored the way Nutshell expects
Call length3 min 04 s
Stored the way Nutshell expects
Direction
Call directionInbound
Inbound or outbound
Call directionInbound
Inbound or outbound
Recording
Call recordingPlayable audio
Added once the file is ready
Call recordingPlayable audio
Added once the file is ready
Call notes
Ai summaryAsked for pricing
Saved as note text
Ai summaryAsked for pricing
Saved as note text
Person
Matched by phone number+1 415 555 0142
A new person is created only if none match
Sample values are made up. The exact fields are agreed with you in your scope.
A one-time setup, not a monthly middleware bill
We are not a middleware. We plan the connection, set it up, test it on your calls and hand it over.
Web Repay integration setup
Middleware subscription
What you pay
One-time setup, from $100 (one-off)
A monthly plan, often priced by tasks or operations
As call volume grows
The same price, no per-task charges
Costs rise with every call that syncs
Who builds and tests it
We do, on your own Dialpad calls
Your team builds and maintains every step
Where it runs
In your own Dialpad and Nutshell accounts, documented
Inside the middleware vendor’s platform
When something changes
Additional support as needed, when you request it
Your team fixes the broken steps
Where a small connector layer is the most reliable route, we say so in your written scope, set it up in your own account and choose the option with the lowest running cost.
Where Dialpad and Nutshell setups usually go wrong
Number formats
We clean formats so callers match.
Every user connected
We map each Dialpad user to their Nutshell user.
Old zaps still running
We switch off the zaps we replace, so nothing logs twice.
How we set it up
- 1
Agree the rules
Where calls go and what follows. Written scope, fixed one-time price.
- 2
Access
Admin access to Dialpad and Nutshell.
- 3
Connect and test
Real calls and texts tested for each outcome.
- 4
Handover
A short note, and old zaps turned off.
Test call passedEvery field in the table checked
LiveWatched for the first week
What it costs
From
$100 one-time setup
Starting price for connecting Dialpad and Nutshell, built and tested. Larger mappings get a fixed quote in writing before we start.
No monthly fee from us. Additional support is available as needed, whenever you request it.
Free download
The integration health check
10 checks to make sure your website, CRM and dialer really are passing information between them.
From the blog
Further reading
Integrations
How to log every call from your dialer in your CRM
Every call on the right contact, with the outcome, the rep and the recording, and nobody typing notes afterwards. What to connect, how to match callers, and what to test.
CRM
Why your CRM is full of duplicates, and how to stop new ones
Duplicates come in through forms, imports, integrations and manual entry. Here is how to clean up what is there, and close the doors so they do not come back.
Dialers
Why fewer people answer your calls: spam labels and caller ID
When answer rates drop, the cause is often a warning label on your caller ID. How US carriers check and label calls, and what you can do about it.
Questions about Dialpad and Nutshell
Do I still need Zapier?
No. We connect Dialpad and Nutshell directly, so there is no zap or per-task fee for this.
Can I click to call from Nutshell?
Dialpad’s browser tools let reps click numbers to call. We set them up so calls made that way are logged too.
Is there a monthly fee?
No. You pay once for the setup.
Will texts be logged?
Yes, on the person they were sent to or received from.
Rather talk it through?
Thirty minutes on how your team uses Dialpad and Nutshell. You leave knowing what we would build and what it would cost.
Call ended03:04 · inbound
Call logged on leadTask created
Call-back taskAssigned to the contact owner