Connect First AI Employee to Nutshell CRM.

CRM1 routeRoute facts checked August 28, 2026

This page shows every cataloged route for this app and marks the most capable working path. The recommended route is serving now after you authorize your own account.

You authorize and keep control of the provider account. No page view means an account is connected.

Recommended route

Dashboard API-key connection

Each completed call finds the caller by exact phone, creates one contact when no match exists, and attaches one completed-call note. The connection cannot enroll contacts in marketing, send messages, create deals, or delete records.

Every available route

More than one route is shown when it adds a real capability or gives you a customer-owned alternative. Recommended means most capable today, not already connected.

Managed

Dashboard API-key connection

Serving now

Recommended route

What it does

Each completed call finds the caller by exact phone, creates one contact when no match exists, and attaches one completed-call note.

Before you start

Enter your Nutshell account email and an API key from Settings, Connections, API keys. No developer account, OAuth app, or vendor review is required.

What it does not do

The connection cannot enroll contacts in marketing, send messages, create deals, or delete records.

Set it up

Sign in to First AI Employee and open Integrations.
Enter your Nutshell account email and an API key from Settings, Connections, API keys. No developer account, OAuth app, or vendor review is required.
Return to First AI Employee. The connected account is now used automatically for this integration.
Complete one non-production call and confirm the expected result appears exactly once in Nutshell CRM.

Provider documentation

Set it up: Dashboard API-key connection

Enter your Nutshell account email and an API key from Settings, Connections, API keys. No developer account, OAuth app, or vendor review is required.

Return to First AI Employee. The connected account is now used automatically for this integration.

Complete one non-production call and confirm the expected result appears exactly once in Nutshell CRM.

Verify the complete result

Complete one non-production call and confirm contact find or create and completed-call note happened exactly once in Nutshell CRM.

Account ownership and data boundaries

The route sends only the event fields needed for the action you configure. Provider credentials stay in the approved connection or are sealed by First AI Employee where the guide explicitly says so.

Your provider and automation accounts remain yours.
A successful transport test is not the same as a verified provider write.
The pages never claim a native or two-way sync unless that exact capability exists.

Ready to connect it?

Use the dashboard to authorize your account. First AI Employee uses that account automatically, then you can test one complete downstream result.

Open Integrations in your dashboard Browse all app guides