Pricing

Manage your Nutshell sales tasks automatically with AI

Swiftask syncs your AI agents with Nutshell. Sales teams stop wasting time on manual task creation and focus on closing deals.

Result:

Accelerate your sales cycle and ensure no opportunity is missed through intelligent automation.

Administrative burden is slowing down your sales team

Sales representatives spend a significant part of their day in the CRM creating, updating, or tracking tasks. This repetitive manual entry is a waste of time that reduces time spent prospecting and closing.

Main negative impacts:

Missed opportunities: A forgotten or poorly tracked task in Nutshell can mean the loss of a high-value lead.
Costly manual entry: Time spent managing Nutshell is time stolen from customer relationships and direct selling.
Lack of reactivity: Without automation, lead follow-up is not immediate, which drastically reduces conversion rates.

Swiftask automates your task management in Nutshell. Your AI agents create, prioritize, and update tasks based on actual customer activity.

BEFORE / AFTER

What changes with Swiftask

Manual management in Nutshell

A salesperson receives an interest email. They must open Nutshell, create a lead, add a follow-up task, set the date, and priority. It's slow, tedious, and prone to human error.

Automation with Swiftask

As soon as a prospect interacts, your Swiftask AI agent detects the event, automatically creates the lead in Nutshell, and schedules the appropriate follow-up task for your salesperson.

Automate Nutshell in 4 key steps

STEP 1 : Configure the agent in Swiftask

Define trigger criteria for your sales tasks in your Swiftask dashboard.

STEP 2 : Connect your Nutshell account

Link Swiftask to Nutshell via secure authentication to authorize data reading and writing.

STEP 3 : Define your workflow rules

Set conditions: for example, if a lead changes stage, automatically create a call task.

STEP 4 : Launch the automation

Activate the agent and let it manage your tasks in real time while you sell.

Automation capabilities for Nutshell

The agent analyzes CRM data to qualify the urgency of each task.

Target connector: The agent performs the right actions in nutshell based on event context.
Automated actions: Automatic task creation, assignment to salespeople, priority updates, automatic closing of completed tasks, notification sending.
Native governance: All actions are logged in the Swiftask audit trail.

Each action is contextualized and executed automatically at the right time.

Each Swiftask agent uses a dedicated identity (e.g. agent-nutshell@swiftask.ai ). You keep full visibility on every action and every sent message.

Key takeaway: The agent automates repetitive decisions and leaves high-value actions to your teams.

Benefits for your sales pipeline

1. Boosted productivity

Eliminate manual entry and spend 100% of your time selling.

2. Flawless follow-up

No lead is forgotten thanks to systematic and intelligent task creation.

3. Optimized prioritization

AI identifies hot leads and places priority tasks at the top of the list.

4. CRM governance

Standardize your sales processes for the entire sales team.

5. Total flexibility

Adjust your workflows without any development knowledge.

Data security and compliance

Swiftask applies enterprise-grade security standards for your nutshell automations.

Secure API connection: Swiftask uses official Nutshell APIs with secure tokens.
Granular control: You precisely define what data the agent can read or modify in Nutshell.
Full audit trail: Every created or modified task is tracked in the Swiftask history.
GDPR friendly: Swiftask respects the strictest data protection standards.

To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.

RESULTS

Impact on your sales performance

Metric	Before	After
Task creation time	2-3 minutes	0 seconds (automatic)
Lead follow-up rate	Variable	100% systematic
Weekly selling time	Reduced by admin	Maximized
Deployment time	Weeks	A few minutes

Take action with nutshell

Accelerate your sales cycle and ensure no opportunity is missed through intelligent automation.