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Third-Party Messaging Apps

Integrate Messaging Apps With Your CRM

Messaging App Integration: Facebook Messenger, Instagram DMs, & WhatsApp

Manage conversations with leads and customers across your core business messaging apps, including Facebook Messenger, Instagram DMs, and WhatsApp Business—all without leaving your CRM.

Nutshell’s integration with these additional messaging platforms empowers your team to meet leads where they are, provide omnichannel support, and fill your sales pipeline using even more sources.

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How Can You Access Nutshell’s Messaging App Integrations?

Integration with third-party messaging applications are available on our Engagement Pro plan.

As part of Nutshell’s Engagement suite, third-party messaging apps are an integral part of your larger engagement strategy. The Engagement Pro plan gives you the option to add Web Chat and Nutshell SMS to expand your engagement efforts through live web chat and text messaging. Users must have an active Nutshell Sales subscription to purchase an Engagement Pro license.

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Engage with leads on your preferred messaging apps—without leaving your CRM

Receive messages via Facebook Messenger, Instagram DMs, and WhatsApp Business—message back—right in your Nutshell inbox. Nutshell will create contact pages for the new people sending messages to your company, plus pull in relevant information from their third-party messaging accounts, like name and profile picture. All so your CRM can be the main hub for tracking lead and customer interactions, from first message to first sale.

Manage message assignments seamlessly

Admins choose how to assign incoming messages, so you can ensure your team is following up on every conversation. With assignment options like round-robin, specific-user, and queue, your team can prioritize new messages effectively.

Quickly create new leads from Facebook, Instagram, & WhatsApp conversations

Messaging someone who is particularly interested in your products or services? Create a new lead for that contact with just a click so you can send them through the right sales pipeline. Or set up automatic lead creation rules to keep the new opportunities coming in.

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Easily track your busiest channels to gauge your strategy’s effectiveness

See an overview of all messages started with your company through Facebook, Instagram, and WhatsApp via the Engagement dashboard. Easy-to-use reports reveal the volume of messages received through each channel, simplifying your engagement strategy.

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Nurture website visitors with engagement tools like web-based chat and seamlessly create leads in your CRM to close more deals

Build stronger prospect relationships through next-action-based selling with sales automation tools built for your perfect sales process. Leverage team guidance, reminders, and automated email drip sequences with a CRM designed to champion your next-action-based sales process and influence more wins.

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Manage third-party messaging app conversations in Nutshell

With Facebook Messenger, Instagram DMs, and WhatsApp Business integration in Nutshell Engagement, your team can manage incoming messages from potential leads from these channels without ever leaving your CRM. You’ll provide social channel followers with a good experience, create more positive brand interactions, and seamlessly generate new leads from these messaging apps.

Read the Facebook/Instagram and WhatsApp Business support articles to see how these integrations work.

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Have a question? Need to see more? Register for a free 30-minute Nutshell demo and product tour with one of our team members to determine if Nutshell is a match for your business.

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CRM features that boost your engagement effectiveness

Web Chat

Allow website visitors to start chatting with your team directly from your customized chat widget so you can meet their needs and open more opportunities.

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SMS

Send, receive and manage text messages with contacts through Nutshell SMS.

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Messaging Apps

Manage conversations with leads and customers across Facebook Messenger and Instagram DMs—all without leaving your CRM.

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Kostnadsfri kundsupport

Connect with our world-class support team to get fast, friendly, and free support when needed.

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Säkerhet

Vi tar säkerheten och tillförlitligheten för dina data på allvar. Vi samarbetar med branschens mest pålitliga infrastrukturleverantör, Amazon Web Services.

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App Marketplace

Integrate Nutshell with the rest of your tech stack

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See Nutshell’s Sales Features

Explore the comprehensive selection of features available in Nutshell’s Sales Suite

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Find out more about Nutshell’s extensive range of Marketing Suite features

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See all of Nutshell’s features

Discover the broad spectrum of features and tools available to Nutshell customers

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Messaging apps FAQs

1. How do you connect your sales CRM with third-party messaging apps?
Integrating your CRM with messaging apps like Facebook Messenger, Instagram, and WhatsApp Business ensures that your team can respond to messages promptly and keep track of every interaction with a contact.

You’ll set up messaging app integrations in the Engagement section of Nutshell.
- Facebook Messenger: To connect to Facebook Messager, ‘Setup’ and ‘Facebook’. Then log in to Facebook and choose the business page you want to integrate.
- Instagram DMs: To sync Instagram messages in Nutshell, ensure ‘Connected tools’ is toggled on in your message control settings.
- WhatsApp Business: Head to ‘Setup’ and ‘WhatsApp,’ then select ‘Connect your WhatsApp Business account.’ This will lead you through the process of setting up an existing or new WhatsApp Business integration, which will take place on the Facebook platform because all WhatsApp Business accounts are managed via Meta’s platform.
2. How can you use messaging apps like Messenger, Instagram, and WhatsApp to respond to leads?

Platforms like Facebook, Instagram, and WhatsApp can create valuable opportunities for connecting with customers and potential leads.

With these third-party messaging app integrations in Nutshell Engagement, your team can answer questions, provide support, and direct contacts to the resources they need.

Nutshell also lets you create new leads directly from Facebook Messenger, Instagram DM, and WhatsApp messages, then send them through your sales pipeline so you can start sending them information about your product, connect them with your sales team, and more.

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UTFORSKA NUTSHELL'S FUNKTIONER

I’ve been using Nutshell, and it’s been a game-changer for keeping in touch with my audience. It helps me effortlessly track people’s engagement and stay connected with them. The platform is easy to use and has made managing my interactions so much simpler. If you want a reliable way to stay in touch with your audience, Nutshell is the way to go!

Jason S. – Logos Daily

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