Connect Nutshell
Authorize or configure Maven from the Data Sources screen, then pick the account and workspace to sync.
What you can do with Nutshell in Maven
Maven models Nutshell into governed metrics from the semantic layer for dashboards, agent answers, and cross-channel reporting. Report Nutshell alongside Google Ads, LinkedIn Ads and Google Analytics 4. Keep the same definitions in every report without rebuilding exports or metric logic.
Questions you can ask
Just ask Maven about Nutshell
Maven’s agent answers in plain language with the right metric definitions applied automatically. These are real, verified questions it can run today.
What is our deal pipeline value by stage for deals created in the last 90 days?
Show closed deals by stage
Show average days to close by owner
Show average open deal age by owner
Show open pipeline by stage
Show won and lost deals in the latest pipeline snapshot by stage
Show closed amount by pipeline in the latest pipeline snapshot
How many ServiceTitan bookings did we get in the last 30 days?
How it works
Connect Nutshell, then map the first workflow
No SQL, no warehouse setup, no data engineer. Connect the source, then Maven models the fields needed for the first trusted workflow.
Maven syncs and models the data
Maven pulls your Nutshell data (14 objects) and models it into governed, conformed tables, no SQL, warehouse, or pipeline setup required.
Report, ask, and automate
Ask questions in natural language with the Maven agent, drop the metrics into dashboards, set alerts on what matters, and schedule deliveries to your team.
What Maven syncs from Nutshell
AccountsContactsLeads / opportunitiesPipelines and stagesUsers / ownersLead sourcesAccount typesIndustriesLead outcomes and loss reasonsStage change and deletion eventsActivity typesScheduled, logged, and cancelled activitiesProduct catalogDeal-product lines
Works well with
Report Nutshell alongside the rest of your stack
FAQ
Nutshell reporting questions
Can I combine Nutshell with other data sources?
Yes. Nutshell reports alongside sources like Google Ads, LinkedIn Ads, Google Analytics 4, Klaviyo and Shopify. Maven models every source into one governed layer, so you can blend them in a single dashboard, report, or question.
What Nutshell data does Maven sync?
Maven syncs accounts, contacts, leads / opportunities, pipelines and stages, users / owners and lead sources, and more from Nutshell.
How often does Nutshell data sync to Maven?
Maven keeps Nutshell data on scheduled refreshes after the source is connected, with sync status visible in the workspace before reports are shared.
Is my Nutshell data secure with Maven?
Yes. Maven encrypts integration credentials and tokens, scopes access to the workspace, and uses the connection only to sync the reporting data needed for governed analytics.
Ready to make client reporting easier to run and defend?
Bring one client report or disputed metric. We'll map the workflow and where Maven fits.
One report, reviewed end to end
Clear roles across data, QA, and delivery
No pitch deck. We follow up to schedule a working session.