Connect Nutshell
Nutshell helps small sales teams push their leads through a pipeline without it getting complex. When a lead is won, Nutshell stops and the paperwork starts: the same customer as a debtor, an invoice to match. Schakel takes that step over by placing your companies as relations and your won leads as invoices in your accounting, so a won lead becomes an invoice rather than a to-do.
What travels with Nutshell
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Companies as relations
The company behind a lead becomes a relation in your accounting, with address and VAT number. Existing relations are recognised.
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Won leads as invoices
A lead marked won can land as an invoice with amount and description in your books.
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Value and ledger
The lead value carries over and lands on the ledger you choose, so revenue per pipeline reconciles.
Why connect Nutshell
- A won lead becomes an invoice, not a to-do.
- Companies and relations stay clean and free of duplicates.
- Revenue per pipeline stays recognisable in the ledger.
- Sales works in Nutshell, your books keep up.
How it works
- 01
Connect Nutshell
Connect Nutshell to Schakel through its API. Nothing changes inside Nutshell itself.
- 02
Choose which leads book
Decide which pipeline or stage produces an invoice and on which ledger and VAT rate it lands.
- 03
Won leads flow through
As soon as a lead is won, the relation and invoice are ready in your books.
Nutshell, common questions
Can I connect Nutshell to my accounting?
Yes. Request this connector and get access; your companies and won leads from Nutshell are then placed in your accounting as relations and invoices.
Does every lead have to become an invoice?
No. You choose which leads book; the rest stays out of your accounting.
Which accounting can I connect to?
Nutshell can connect to packages such as Moneybird, Exact Online and Twinfield. Request the connector for your books.
A Nutshell connection you do not see here?
Tell us which system Nutshell should connect to. Request it and you get access; you hear from us within 24 hours.