Nutshell + Querri
Querri reads your Nutshell leads, accounts, contacts, activities and the products attached to each lead. Ask about win rates, open value by stage or rep activity and get a table or chart you can save to a dashboard.
Querri only reads from Nutshell and never changes your records. SOC 2 Type II, HIPAA and ISO 27001:2022 certified, and your data is never used to train a model.
What you can answer
Lead sources sit in Nutshell and payments sit in your accounting system, so tying a source to cash collected means exporting both and matching by hand. Querri joins Nutshell leads and sources with your accounting data so one answer shows source, won value and cash collected.
QuickBooksComparing stage totals across several pipelines and reps usually means exporting each pipeline and stitching the sheets together. Ask Querri once, then pin the answer to a dashboard that refreshes on your sync schedule.
DashboardsLead products are stored on each lead, so totals by product across hundreds of deals usually mean a spreadsheet. Querri reads lead products alongside leads and can track product mix as a KPI month over month.
KPIsWhat comes over
Querri copies this data into your Library on a schedule, next to every other system you connect, so one question can draw on all of it.
Each sync reloads the data you picked, daily, weekly or monthly, or whenever you run it by hand.
Querri reads from Nutshell and never creates, edits or deletes anything there. Every answer runs on Querri's own copy.
Querri's own sharing and row-level access decide who sees which rows, in chat, dashboards, Claude, ChatGPT and the API.
How to connect
Say "connect Nutshell" or pick it from the connector catalog.
Nutshell connects with your Nutshell username plus an API token. Type both into the secure form; the token stays out of the Connector Agent's view.
Pick the data you want and how often it refreshes, then approve the first load.
The data lands in your Library, ready for chat, dashboards and scheduled reports.
FAQ
Use your Nutshell username and an API token. Tell the Connector Agent to connect Nutshell and type both into the secure form it opens; the token is never shown to the agent. Then pick the data, set how often it refreshes and approve the first load.
Leads, accounts, contacts, activities, notes, events, products and lead products, plus pipelines, stages, sources, competitors, tags, audiences and users. Custom field definitions for leads and contacts come over too, so your own fields can be part of a question.
Each sync reloads the full set of Nutshell data you chose, on a daily, weekly or monthly schedule, or whenever you run it by hand. Questions run on Querri's latest copy, so an answer reflects the most recent sync.
Yes. Connect your ad or email platform alongside Nutshell and ask questions that span both, such as cost per won lead by source. Querri keeps both copies in your Library, so the comparison runs as one question.
No. Querri only reads from Nutshell. It never creates, edits or deletes records there, and every answer runs on Querri's own copy of the data.
Yes. Querri is SOC 2 Type II, HIPAA and ISO 27001:2022 certified, credentials are stored encrypted, and your data is never used to train a model.
Keep exploring
Connect Nutshell, add the rest of your systems, and get answers your whole team can check.
