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SMB CRM Integration

Turn Every Call Into A Nutshell Lead

Marlie AI answers your calls, qualifies the prospect, and creates People, Companies, and Leads in Nutshell automatically — your pipeline stays current without anyone touching the keyboard.

A pipeline-first AI receptionist for Nutshell users

A pipeline-first AI receptionist for Nutshell users

Nutshell is built for small sales teams that live and die by their pipeline. The problem is that calls — especially inbound — are notoriously hard to capture. Reps forget to log them, voicemails go cold, and Leads stall.

Marlie AI plugs that gap. Every inbound call is answered, qualified, and pushed straight into Nutshell. New callers become People and Companies, qualified prospects become Leads in the right pipeline stage, and every call has a transcript and recording attached.

What You Get with Marlie + Nutshell

Everything you need to connect your phone calls with Nutshell — fully automated, zero manual work.

Auto-Create People & Companies

New callers are added to Nutshell as People with linked Companies, pre-filled from the call.

Lead Creation In The Right Pipeline

Qualified calls create Nutshell Leads in the correct pipeline and stage based on call intent.

Call Activity Logging

Every call is logged as a Nutshell activity with the full summary, transcript, and a link to the recording.

Custom Field Mapping

Map qualifying answers — service, budget, timeline — to Nutshell custom fields for clean reporting.

Smart Deduplication

Returning callers are matched to existing Nutshell People so your pipeline stays clean and history is preserved.

Real-Time Sync

Leads appear in Nutshell within seconds of the call ending. Reps see new pipeline movement in real time.

How It Works

Get up and running with Nutshell in minutes — no coding required.

1

Connect Nutshell

Authenticate Nutshell from the Marlie dashboard using your API key. No developer required.

2

Map Pipelines & Fields

Pick which Nutshell pipeline Marlie creates Leads in, choose default stages, and map custom fields.

3

Marlie Answers & Qualifies

Inbound calls are answered 24/7. Marlie qualifies the caller using your custom flow and detects Lead intent.

4

Nutshell Stays Current

New People, Companies, and Leads land in Nutshell instantly with notes attached — your pipeline is always live.

Built for Real Scenarios

See how businesses use Marlie + Nutshell to capture more leads and streamline operations.

Small Sales Teams

Scenario

A 4-person sales team takes calls all day and rarely has time to log them in Nutshell.

Outcome

Marlie logs every call automatically, creates Leads on qualified callers, and the team focuses on closing instead of typing.

After-Hours Lead Capture

Scenario

Prospects call evenings and weekends, but the office is closed.

Outcome

Marlie qualifies the caller, books a callback, and creates a Nutshell Lead so the rep has a fresh opportunity Monday morning.

Multi-Pipeline Teams

Scenario

A services business runs separate pipelines for new business and renewals.

Outcome

Marlie routes Leads into the correct Nutshell pipeline based on caller intent, so reporting stays clean by stream.

Frequently Asked Questions

Common questions about the Marlie AI + Nutshell integration.

Which Nutshell plans support this integration?

Any Nutshell plan with API access works. We use the Nutshell REST API for People, Companies, and Lead creation.

Can Marlie create Leads in specific pipelines?

Yes. You pick the target pipeline and starting stage, and you can route different call intents to different pipelines.

How are returning callers handled?

Marlie matches callers to existing Nutshell People by phone or email and adds the call as a new activity instead of creating a duplicate.

Can Marlie populate Nutshell custom fields?

Yes. Map any call data point — service type, budget, urgency, source — to any Nutshell custom field from the Marlie dashboard.

Are call recordings stored in Nutshell?

Transcripts and summaries are written to the Nutshell activity. Full recordings stay in Marlie and are linked from the activity.

Can Marlie assign Leads to specific reps?

Yes. You can assign Leads round-robin or by territory rules, or let Nutshell's existing assignment rules handle it.

Ready to connect Marlie AI with Nutshell?

Eligible new customers get 14 days free. Add a card at checkout with $0 due today, then place your first real phone test minutes later.

What Our Customers Say

Marlie has dramatically improved our reservation process, reducing missed calls by 40%.

Texas de Brazil Steakhouse

Our takeout orders increased by 25% since implementing Marlie to handle busy call times.

Burning Rice Restaurant

Student enrollment is up 30% with Marlie handling after-hours inquiries about our programs.

SoHo Driving School

Marlie has become an essential part of our customer service strategy across all our places.

Weiman Maclise Restaurant Group

The AI voice agents integrate seamlessly with our existing systems, creating a truly omnichannel experience.

Restaurant Powered by Shopify
Easy onboarding

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Create your receptionist in 15 minutes and start receiving calls immediately. Try it for 2 weeks risk-free with our money-back guarantee.

    Marlie AI + Nutshell Integration | AI Receptionist For Small Business CRM Pipelines