Connect Nutshell to clariBI
Connect Nutshell with your API key, choose the leads to sync, and get your pipeline sitting next to the revenue it drives.
clariBI| Connection | API connector. You enter your Nutshell credentials. |
| Access | Read-only. clariBI never writes to Nutshell. |
| Sync | When the data is more than a day old, clariBI syncs it again before a question, dashboard refresh or report uses it. You can also press Sync now. |
| More endpoints | 45 documented Nutshell endpoints you can add, up to 30 per source (trial, Starter and above) |
| Plans | Every plan, including Free. Asking questions in plain English needs the trial or Starter and above. |
About Nutshell
Nutshell is a CRM for managing leads, contacts, and accounts through a sales pipeline.
clariBI reads Nutshell through its JSON-RPC API using your account email and API key, pulling leads or contacts. Access is read-only, and clariBI never edits a record in your CRM.
Vendor site: nutshell.com
What clariBI syncs
clariBI calls the Nutshell JSON-RPC method you choose, lands the records as a preprocessed dataset, and refreshes them once they are more than a day old. Access is read-only.
clariBI syncs the records with their dates, statuses, owners, and values, then builds an insights dashboard you can query, extend, or pull into reports.
clariBI only ever reads. It never edits a record in Nutshell.
What you can chart
- Leads created over time
- Pipeline value and count by status
- New leads per week and per month
- Leads by owner and by source
- Open versus closed leads
How to connect Nutshell
Open Data Sources in clariBI
In clariBI, go to Data Sources > Add Data Source, find Nutshell, and paste your account email and API key (Setup then API keys). The key is stored encrypted.
Choose the records to sync
Pick the method to call (findLeads, or findContacts). clariBI reads it read-only.
Sync, then get dashboards
clariBI syncs the records, preprocesses them, and builds an insights dashboard. Ask "How are leads trending by status?" and clariBI reads the synced CRM data alongside your revenue.
Questions you can ask
Asking in plain English uses AI credits, so it needs the trial or a Starter, Professional or Enterprise plan. Totals and trends are computed from the synced rows; the AI plans the question, picks the chart and writes the explanation.
- "Is our pipeline converting to revenue at the rate we forecast?"
- "Which sources produced the leads that closed?"
About the Nutshell connector
What do I need to connect Nutshell?
Your Nutshell account email and an API key (Setup then API keys). You paste them into clariBI once; the key is stored encrypted.
Can clariBI change my CRM records?
No. The connector only reads the records you select. It never edits a lead or contact.
Which clariBI plans include Nutshell?
Every plan can connect Nutshell, within its data source limit: 3 on Free, 5 on Lite, 10 on Starter, 50 on Professional and 100 on Enterprise. Each source gets an automatic dashboard on every plan. Asking questions in plain English, AI reports and adding endpoints from the Nutshell catalog need the trial or a Starter, Professional or Enterprise plan.
Try Nutshell in clariBI
The trial lasts 14 days, includes 50 AI credits and needs no card. When it ends, your account moves to the Free plan and keeps its data and dashboards.