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
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.
Connect Nutshell
Authenticate Nutshell from the Marlie dashboard using your API key. No developer required.
Map Pipelines & Fields
Pick which Nutshell pipeline Marlie creates Leads in, choose default stages, and map custom fields.
Marlie Answers & Qualifies
Inbound calls are answered 24/7. Marlie qualifies the caller using your custom flow and detects Lead intent.
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
A 4-person sales team takes calls all day and rarely has time to log them in Nutshell.
Marlie logs every call automatically, creates Leads on qualified callers, and the team focuses on closing instead of typing.
After-Hours Lead Capture
Prospects call evenings and weekends, but the office is closed.
Marlie qualifies the caller, books a callback, and creates a Nutshell Lead so the rep has a fresh opportunity Monday morning.
Multi-Pipeline Teams
A services business runs separate pipelines for new business and renewals.
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?
Can Marlie create Leads in specific pipelines?
How are returning callers handled?
Can Marlie populate Nutshell custom fields?
Are call recordings stored in Nutshell?
Can Marlie assign Leads to specific reps?
Other Integrations
Marlie AI connects with more than just Nutshell. Explore our other integrations.
HubSpot
CRM
Housecall Pro
Field Service
Jobber
Field Service CRM
Google Voice
Phone
OpenPhone
Phone Connectivity
Gmail
Outlook
Google Calendar
Calendar
Calendly
Calendar
Slack
Notifications
Microsoft Teams
Notifications
Discord
Notifications
Telegram
Notifications
Notifications
ServiceTitan
CRM & Data
Google Sheets
CRM & Data
Microsoft Excel
CRM & Data
Shopmonkey
CRM & Data
Buildium
CRM & Data
Shopify
CRM & Data
Zapier
Automation
Stripe
Payments
Square
Payments
Square Appointments
Payments
Salesforce
CRM
Pipedrive
CRM
Zoho CRM
CRM
Follow Up Boss
Real Estate CRM
Close
CRM
Dubsado
CRM
Circle
Community
HoneyBook
CRM
Keap
CRM & Automation
kvCore
Real Estate CRM
17hats
Creative Business CRM
AccuLynx
Field Service CRM
Act!
CRM
Actionstep
Legal CRM
Affinity
CRM
AFrame
Creative Business CRM
AgencyZoom
Insurance CRM
AgentLocator
Real Estate CRM
Agile CRM
CRM
Arbox
Fitness & Studio CRM
Assembly
CRM
Attio
CRM
Autotask
Field Service CRM
Axonaut
Business Management
Bark
Lead Generation
Beacon
Credit Repair CRM
Bigin by Zoho CRM
CRM
Bitrix24
CRM
BONZO
CRM
BoomTown
Real Estate CRM
Booqable
Business Management
Brivity
Real Estate CRM
BrokerEngine
Mortgage CRM
Builder Prime
Field Service CRM
Bullhorn
Recruitment CRM
Capsule CRM
CRM
CASEpeer
Legal CRM
CINC
Real Estate CRM
Clientify
CRM
Clio
Legal CRM
Cloze
CRM
Compass
Real Estate CRM
ConnectWise Manage
Field Service CRM
Copper
CRM
Credit Repair Cloud
Credit Repair CRM
Curb Hero
Real Estate CRM
Daylite
CRM
DisputeFox
Credit Repair CRM
Dotloop
Real Estate CRM
DripJobs
Field Service CRM
EZLynx
Insurance CRM
FieldPulse
Field Service CRM
Finmo
Mortgage CRM
folk
CRM
Freshsales Classic
CRM
Freshsales Suite
CRM
Gong
Sales Intelligence
Gymdesk
Fitness & Studio CRM
GymMaster
Fitness & Studio CRM
Holded
Business Management
IDX Leads
Real Estate CRM
iHomefinder
Real Estate CRM
Insightly
CRM
Jackrabbit Class
Fitness & Studio CRM
JobAdder
Recruitment CRM
JobNimbus
Field Service CRM
Keystone Academic Solutions
Education CRM
Kommo
CRM
Keller Williams Command
Real Estate CRM
Lasso CRM
Homebuilder CRM
Lawmatics
Legal CRM
LeadSimple
Lead Generation
LeadSquared
CRM
Leap CRM
Field Service CRM
Less Annoying CRM
CRM
Levitate
Customer Communications
Little Green Light
Community & Nonprofit CRM
Lofty
Real Estate CRM
Luxury Presence
Real Estate CRM
MaidCentral
Field Service CRM
Markate
Field Service CRM
MarketSharp
Field Service CRM
Meet Alfred
Customer Communications
Method CRM
CRM
Microsoft Dynamics 365
CRM
mloflo
Mortgage CRM
MOCO
Business Management
Mojo
Customer Communications
Moxie
Customer Communications
My Music Staff
Creative Business CRM
myRealPage
Real Estate CRM
NationBuilder
Community & Nonprofit CRM
NeonCRM
Community & Nonprofit CRM
NetHunt CRM
CRM
NetSuite
Business Management
noCRM.io
CRM
Odoo CRM
Business Management
Odoo ERP Self Hosted
Business Management
OfficeRnD
Coworking CRM
OnePageCRM
CRM
OrbisX
Field Service CRM
Outseta
Community & Nonprofit CRM
Pipeline CRM
CRM
PracticePanther
Legal CRM
PropertyRadar
Lead Generation
PushPress
Fitness & Studio CRM
Ramsey Pro Portal
Real Estate CRM
Real Geeks
Real Estate CRM
RealScout
Real Estate CRM
Recruit CRM
Recruitment CRM
Redtail CRM
Wealth Management CRM
RepairShopr
Field Service CRM
REsimpli
Lead Generation
respond.io
Customer Communications
Rex
Real Estate CRM
Salesmate
CRM
ServiceM8
Field Service CRM
Sierra Interactive
Real Estate CRM
Spark Membership
Fitness & Studio CRM
Streak
CRM
Studio Pro
Creative Business CRM
SugarAI
CRM
Superchat
Customer Communications
Syncro
Field Service CRM
Teamleader Focus
Business Management
Thryv
CRM
Time To Pet
Pet Care CRM
Tint Wiz
Field Service CRM
Urable
Auto Detailing CRM
vcita
CRM
Virtuous
Community & Nonprofit CRM
Vitally
CRM
VSCO Workspace
Creative Business CRM
Wealthbox
Wealth Management CRM
WellnessLiving
Fitness & Studio CRM
WhatConverts
Lead Generation
Wise Agent
Real Estate CRM
Wodify Core
Fitness & Studio CRM
Zendesk Sell
CRM
Zillow Tech Connect
Lead Generation
Ready to connect Marlie AI with Nutshell?
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What Our Customers Say
“Marlie has dramatically improved our reservation process, reducing missed calls by 40%.”
“Our takeout orders increased by 25% since implementing Marlie to handle busy call times.”
“Student enrollment is up 30% with Marlie handling after-hours inquiries about our programs.”
“Marlie has become an essential part of our customer service strategy across all our places.”
“The AI voice agents integrate seamlessly with our existing systems, creating a truly omnichannel experience.”
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