Put an AI sales agent to work in Nutshell
Connect Nutshell in one click and delegate the CRM busywork: an autonomous agent that routes inbound leads, logs activity from your inbox, nudges stalled deals with context, and reports on the pipeline — while you set the autonomy and it does the work.
7-day trial · Cancel anytime
Fleece AI connects to Nutshell through managed OAuth and lets autonomous agents create and update leads, move deals across pipelines and stages, read and write contacts and companies, and log activities. Agents pair Nutshell with 3,000+ other apps — Gmail, Slack, Google Calendar, Google Sheets — so a form fill, an email reply, or a stalled deal is routed, enriched, logged, or flagged under the rules you set.
At a glance
| Category | Sales |
|---|---|
| Availability | Pro plan and up — included in the 7-day trial |
| Connects to | 3,000+ apps via managed OAuth |
| Setup | Connect your tools — no code required |
| Autonomy | Suggest-only to fully autonomous, with approval gates |
| Pricing | 7-day trial (€1 card check, credited back), then paid plans |
By Loïc Jané · Updated July 1, 2026
What a Fleece agent does with Nutshell
Nutshell is where your sales signals collect — inbound leads arriving from forms and campaigns, deals sitting in pipelines and moving through stages, contacts and companies that need clean data, and a steady backlog of activities to log after every call and email. Most of that upkeep falls on the reps who should be selling. A Fleece agent sits on top of your Nutshell account, reads the same records your team does, and acts: it routes a new lead to the right pipeline, enriches the company behind it, logs the email thread as an activity, or flags a deal that has gone quiet — following the instructions you give it in plain language.
Under the hood, the connection runs through managed OAuth — you authorize Nutshell once, and Fleece handles tokens, scopes, and refresh securely. The agent can create and update leads, assign them to pipelines and move them across stages, read and write contacts and companies, log activities against records, read pipeline and forecast data, and coordinate around Nutshell's email sequences and marketing suite. Event triggers let it react the moment a lead is created, a stage changes, or an activity is due — no polling, no overnight batch, no waiting for someone to notice.
What makes this different from Nutshell's built-in automation is judgment. A rule can move every lead the same way; an agent reads the actual lead — the message it came with, the company behind the domain, the reply that just landed in Gmail — decides what it means, and coordinates other tools to finish the job. Because Fleece agents work as a hierarchy — a lead agent delegating to specialized child agents — one CRM-facing agent can hand enrichment to a research agent, reporting to a data agent, and the outreach draft to an email agent, then write the result back to Nutshell.
What the agent can do in Nutshell
Lead routing and enrichment
Reads each new lead, assigns it to the right pipeline and stage, and fills missing contact and company fields from your connected sources.
Activity logging
Turns emails, calls, and meetings into logged activities on the right contact or company, so the record is current without manual entry.
Stale-deal nudges
Watches deals by stage and last-touch date, then nudges the owner with context when an opportunity goes quiet or a step is overdue.
Pipeline digests
Posts scheduled summaries of deals moved, stalled, and closed — pulling live numbers straight from your pipelines and stages.
Real-time triggers
Reacts the moment a lead is created, a stage changes, or an activity comes due, through event-based triggers rather than polling.
Approval gates
Anything sensitive — external emails, stage changes on big deals, bulk edits — pauses for your one-click sign-off before it runs.
Automations sales teams run on Nutshell
These are concrete setups you can describe to a Fleece agent in plain language. Each one combines Nutshell with other connected apps.
Inbound: route and enrich every new lead
When a lead lands in Nutshell, the agent reads it, assigns it to the right pipeline and stage by territory and product, and enriches the contact and company with details it looks up and writes to a Google Sheets record of truth. It then posts the qualified lead to the owner in Slack with a one-line summary and a suggested first touch, so nothing sits unassigned.
Inbox: log activity from Gmail threads
The agent watches the sales inbox through Gmail triggers, matches each thread to the right contact or company in Nutshell, and logs it as an activity with a short summary and the next step. When a reply signals intent, it moves the deal to the next stage and flags the owner — so the CRM reflects reality without anyone copying and pasting after every exchange.
Follow-up: nudge stalled deals with context
Every morning the agent scans open deals by stage and last activity, finds the ones going cold, and pings the owner in Slack with the deal, the last touch, and a drafted follow-up ready to send. For deals tied to a booked meeting, it cross-checks Google Calendar so the nudge lands before the call, not after it slips.
Reporting: a weekly pipeline digest for the team
On a schedule, the agent pulls current pipeline and forecast data from Nutshell, compares it against last week in Google Sheets, and posts a digest to the sales channel in Slack: deals advanced, deals stalled, activities logged, and where the coverage gap is. The team gets the state of the pipeline without anyone building the report by hand.
How to connect Nutshell to Fleece AI
Create your Fleece account
Sign up and start the 7-day trial. You land in a workspace where agents, flows, and integrations live together.
Connect Nutshell via managed OAuth
Pick Nutshell from the integrations catalog and authorize it in one click. Fleece manages tokens and scopes for you; you can revoke access at any time from Nutshell or from Fleece.
Describe the job in plain language
Create an agent and tell it what to handle — "route new leads by territory, enrich the company, log inbox threads as activities, and nudge deals with no touch in seven days". No flowchart building required.
Set autonomy and approval gates
Choose what the agent may do on its own and what waits for your sign-off. Sensitive actions — external emails, stage changes on large deals — pause for one-click approval.
Run it on triggers or a schedule
Let the agent react to Nutshell events in real time, or schedule recurring flows — morning nudges, weekly pipeline digests — that run without you.
Nutshell works better with the rest of your stack
Nutshell automations get powerful when they cross app boundaries. Pair Nutshell with Gmail to log inbox threads as activities and draft follow-ups, with Slack to push qualified leads and stalled-deal nudges where the team already works, with Google Calendar to time reminders around booked meetings, and with Google Sheets to keep an enrichment record and week-over-week pipeline history — all through the same agent, all under the same approval rules. Fleece connects to 3,000+ apps, so the stack you already sell with is almost certainly covered.
Frequently asked questions
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Put Nutshell on autopilot
Connect Nutshell in one click, describe the job in plain language, and let an autonomous agent handle the routing, logging, and follow-up. 7-day trial, cancel anytime.
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