Phone numbers written two ways
OpenPhone and Nutshell often store numbers in different formats. Left alone, a caller who already exists becomes a second person. We match on a cleaned-up number before anything is created.
Integration · OpenPhone to Nutshell
Nutshell and OpenPhone integration
We connect OpenPhone to Nutshell so every call, outcome and follow-up lands on the right person. It is a one-time setup by our team, not a monthly middleware subscription.
- From $100, one-time setup
- No monthly fees from us
- Tested on your own calls before go-live
OpenPhone
Nutshell
One call ends in OpenPhone. In Nutshell:
- Call logged on the personLength, direction and the rep who took it
- Recording attachedLinked from the activity
- Outcome moves the leadThe stage or field you choose
- 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.
What we connect between OpenPhone and Nutshell
A typical setup. We adjust each line to how your team uses OpenPhone and Nutshell.
When this happensThis is what you get
A call endsAn activity on the matching person, owned by the right Nutshell user
The call recordingAttached to that activity
The transcript and summaryA note on the person
A missed call or voicemailA follow-up activity for the person owner
A text messageA note on the person
A caller who is not in Nutshell yetA new person, checked against existing records first
Field mapping, event by event
Each OpenPhone event and exactly what it writes in Nutshell. Pick an event to see its fields.
1. Trigger · OpenPhone
When a call ends
Every call made or received in OpenPhone
2. Action · Nutshell
Log the activity
In Nutshell, on the person — Where your team already works
Nutshell field
Mapped from
What happens
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
TranscriptionAsked for pricing
Saved as note text
TranscriptionAsked for pricing
Saved as note text
Person
Matched by phone number+1 415 555 0142
A new person is created only if none match
1. Trigger · OpenPhone
When a call is missed
Nobody picked up in time
2. Action · Nutshell
Create an activity
In Nutshell, for the person owner — A call-back nobody forgets
Nutshell field
Mapped from
What happens
Title
Caller number+1 415 555 0142
“Call back” plus the person name, or the number if unknown
Caller number+1 415 555 0142
“Call back” plus the person name, or the number if unknown
Due
Your follow-up windowWithin 1 hour
Set to how fast your team calls back
Assigned to
Person ownerMaria Lopez
Falls back to the rep who was on the line
Person ownerMaria Lopez
Falls back to the rep who was on the line
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 OpenPhone calls
Your team builds and maintains every step
Where it runs
In your own OpenPhone 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 OpenPhone and Nutshell setups usually go wrong
Reps matched to Nutshell users
If a OpenPhone user is not matched to a Nutshell user, calls log without an owner. We match every rep before go-live.
Updating the right lead
An outcome has to change one lead, not every lead on the record. We agree the rule with you before we build.
Recordings that are not ready yet
A recording can finish processing after the call ends. We attach it once it is ready, so no call in Nutshell is left without audio.
How we set it up
- 1
Tell us what should connect
Which calls, outcomes and follow-ups should reach Nutshell. You get a written scope with a fixed one-time price.
- 2
Give us access
Admin access to OpenPhone and Nutshell for the setup. Nothing for you to install, and no new subscription to start.
- 3
We build and test
We connect the two tools, map every detail and test it with real calls before your team relies on it.
- 4
Handover
You get a short document of what is connected and how it behaves. It runs in your own accounts, with no monthly fee from us.
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 OpenPhone 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 OpenPhone and Nutshell
Is there a monthly fee?
No. You pay once for the setup. Unlike Zapier, Make and similar middleware subscriptions, there is no monthly or per-task charge from us, so the cost does not grow as your team makes more calls.
Is Web Repay a middleware?
No. We are an integration team: we plan the connection between OpenPhone and Nutshell, set it up, test it on your calls and hand it over. Where a small connector layer is the most reliable route, we say so in your written scope and choose the option with the lowest running cost.
What can you connect between OpenPhone and Nutshell?
A call ends, the call recording, the transcript and summary, a missed call or voicemail, each mapped to the right person and lead in Nutshell. We confirm the exact list in your scope.
How long does it take?
You get a written scope and a fixed price within 2 working days. Most setups are built and tested within 5 to 10 working days of getting access.
What do you need from us?
Admin access to OpenPhone and Nutshell during the setup, and a short call to agree what should happen. You can remove our access once it is handed over.
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Rather talk it through?
Thirty minutes on how your team uses OpenPhone and Nutshell. You leave knowing what we would build and what it would cost.
Call ended03:04 · inbound
Lead updatedStage set from the call outcome
Call-back taskAssigned to the contact owner