Nutshell CRM
Lets you ask ChatGPT about your Nutshell pipeline, contacts, leads and sales numbers.
What Nutshell CRM can do in ChatGPT
Ask your Nutshell CRM questions in plain words.
Pipeline Questions
Ask where deals stand and what is closing soon.
Contact Lookup
Find a person or company in your CRM by name.
Lead Tracking
See which leads are open and which need attention.
Call Prep
Pull contact and deal details before a sales call.
Team Results
Review how the sales team is performing over time.
You stay in control
You approve access, and you can disconnect Nutshell CRM at any time.
Apps 1
What Nutshell CRM does in ChatGPT
The Nutshell CRM plugin connects your Nutshell account to ChatGPT so you can ask about your sales data in plain words. You can check where your pipeline stands, find a contact, follow up on leads and pull out sales trends without opening the CRM itself.
It is handy before a sales call, when you want a quick look at a contact and their open deals. It also helps when a manager wants to see how the team is doing or which deals have moved since last week.
The listing is short and does not spell out which records the plugin can change or create. It describes the plugin mainly as a way to ask questions about the pipeline, contacts, leads and team results already stored in Nutshell, so expect it to work best for lookups and quick summaries.
Who it is for
- Sales reps who use Nutshell
- Sales managers tracking team results
- Small businesses running their pipeline in Nutshell
How to add Nutshell CRM to ChatGPT
- Open the Nutshell CRM listing in ChatGPT ↗.
- Click Install plugin.
- Sign in to your Nutshell CRM account when asked and approve the access it requests.
- Start a chat and ask for what you need, mentioning Nutshell CRM if ChatGPT does not pick it up.
- To stop, disconnect Nutshell CRM under apps in your ChatGPT settings.
Questions about Nutshell CRM
What is the Nutshell CRM ChatGPT plugin?
The Nutshell CRM plugin connects your Nutshell account to ChatGPT so you can ask about your sales data in plain words. You can check where your pipeline stands, find a contact, follow up on leads and pull out sales trends without opening the CRM itself. It is listed in ChatGPT's plugin marketplace under Business & Operations.
What can I ask Nutshell CRM to do in ChatGPT?
For example: "What deals in my Nutshell pipeline are closing this month?", "Look up the contact details for Sarah at Brightway", "Which leads have not been touched in two weeks?".
Who makes the Nutshell CRM plugin for ChatGPT?
The ChatGPT listing names Nutshell as the developer. The version listed on 8 October 2026 was 2.0.0.
How do I add Nutshell CRM to ChatGPT?
Open the Nutshell CRM listing in ChatGPT, click Install plugin, sign in to your Nutshell CRM account and approve the access it asks for. Then ask for what you need in a chat, mentioning Nutshell CRM if ChatGPT does not pick it up.
Can Nutshell CRM change things in my account, or only read?
It reads data from your connected Nutshell account, such as pipeline, contacts, leads and team performance. The listing does not say which records it can edit.
Who is the Nutshell CRM plugin for?
Sales reps who use Nutshell, sales managers tracking team results and small businesses running their pipeline in Nutshell.
Do I need a Nutshell account to use this?
Yes. The plugin works by connecting your own Nutshell account to ChatGPT, and it answers from the data stored there.
Can it help me prepare for a sales call?
The listing names call prep as a use case. You can ask for a contact's details and deal status before you dial.
Does Nutshell CRM see my ChatGPT chats?
When Nutshell CRM is connected, ChatGPT may share the parts of your chats and memories that matter for a request with Nutshell CRM. What Nutshell CRM does with that data falls under its own terms and privacy policy. ChatGPT keeps your training-data settings, and you can disconnect at any time.
How do I disconnect Nutshell CRM from ChatGPT?
Open your ChatGPT settings, go to apps, and disconnect Nutshell CRM. You can reconnect later from the listing.
What are alternatives to Nutshell CRM in ChatGPT?
Similar plugins in the ChatGPT marketplace include Gemba, inSitu Sales and JobTread. Each has its own page in this directory.
Privacy and your data
When Nutshell CRM is connected, ChatGPT may share the parts of your chats and memories that matter for a request with Nutshell CRM. What Nutshell CRM then does with that data falls under its own terms and privacy policy, not only OpenAI's. ChatGPT keeps your training-data settings for data that comes from connected apps, and you can disconnect at any time.
Nutshell CRM privacy policy ↗Nutshell CRM terms ↗OpenAI: apps in ChatGPT ↗