SleekView Kanban for Nutshell for WordPress
SleekView reads the Nutshell people and leads the WordPress connector caches locally, groups every lead by the Nutshell stage, and lets a sales rep drag a card from Working to Pending to Won and write the change back through the Nutshell REST API in a single motion.
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Nutshell leads belong on a board, not in a flat list
Nutshell for WordPress caches Nutshell people and leads locally under nu_people and nu_leads. Each lead carries a stageset reference and a stage id that map to a stage on the Nutshell pipeline, with common labels of Open, Working, Pending, Won, and Lost. The default connector admin shows the rows as a flat list, which loses the pipeline shape Nutshell itself ships as its main sales view.
SleekView reads the same cached rows and the related company table the connector keeps. The natural status column is stage on the lead, resolved through the cached nu_stagesets table so stage names render correctly. Card meta shows the person, the company, the lead value, and the close date so a rep can run pipeline review on the WordPress board without bouncing into the Nutshell product itself.
Dragging a card calls the Nutshell connector endpoint, which talks to Nutshell through its REST v2 API. The remote lead updates with the new stage, the activity log records the change with the editing user, and any Nutshell automation that keys off the stage transition runs as it would on a manual edit. Failed writes snap the card back inline with the API error visible.
Workflow
From Nutshell cache to a live kanban
Connect to Nutshell data
nu_leads or its meta companions, and SleekView reads them directly with no extra sync to babysit.
Pick the status column to group by
stage column as the kanban grouping. SleekView reads the distinct values currently on rows and builds one column per value in the order you arrange them.
Choose what shows on each card
Enable drag-and-drop writeback
stage on the record. SleekView fires the same nutshell_lead_synced hook the plugin uses, so emails, webhooks, and reminders stay attached.
Sample board
Sample Nutshell leads kanban board
Comparison
Default Nutshell connector vs SleekView Kanban
Default Nutshell list
- Nutshell app lives outside WordPress, every cross check is a separate browser tab
- Connector list shows rows with filters, no pipeline shape across the lead stages
- Changing stage means opening Nutshell, editing the lead, and waiting for sync back
- Card fronts do not exist, deal value and close date hide behind every row link
- Forecast reviews on the connector list end up exported to slides every single week
SleekView Kanban
-
Native read of
nu_leadswith Nutshell stage detection through stagesets -
Drag a card to push the new
stageto Nutshell via the v2 REST endpoint - Card front shows lead, person, company, value, and close date for the forecast view
- Filter the board by owner, source, or any custom field the connector already syncs
- Lives next to the Nutshell connector admin, no duplicate database, no offline copy
Features
What SleekView Kanban gives you for Nutshell for WordPress
Pipeline by stage at a glance
See the count of records in each state the moment the board loads. Nutshell usually buries this behind list filters, but the kanban surface puts it up front so a manager can spot a pile-up in seconds.
One board per record type
Build a separate kanban per Nutshell table. Pair a leads board by stage with a people board by lifecycle stage. Each board remembers its own card template and column order.
Drag-and-drop writeback
Cards do not just show pretty data. Drop one in a new column and SleekView writes back to the Nutshell record, runs the same hooks the admin uses, and the Nutshell remote and activity log update on the next sync.
Audience
What sales teams build with SleekView and Nutshell
Weekly forecast review
Open the leads board, drag stuck rows into the right stage, and read the totals off the column counts. The default connector list never lays the forecast out this clearly in a screen.
Inbound triage workflow
Group people by lifecycle. New inbounds sit ready for a rep to pick up. Dragging to Working writes back through the connector so Nutshell automations fire as usual.
Owner load balancing
Filter by owner and you see exactly how much each rep is carrying. Dragging a card between owners reassigns it on the Nutshell lead on the next connector sync.
The bigger picture
Why a kanban view fits Nutshell in WordPress
Nutshell is a sales focused CRM that ships a kanban board as its primary lead view, because that shape matches how sales actually works. The WordPress connector brings the data into WordPress so marketing and support staff can cross reference records next to forms and tickets. The trouble is that the connector exposes those records as a flat list, which is fine for lookup but loses the kanban shape the Nutshell product itself ships.
With SleekView Kanban the cached rows become a board again. Stages are columns, leads are cards, and the count on each column shows how the pipeline is loaded today. Drag-and-drop writeback uses the connector REST endpoint the plugin already exposes, so a card move on the WordPress board updates the Nutshell remote and the activity log records the same change a manual edit would.
The team gets a real pipeline view inside WordPress without leaving the admin.
Questions
Common questions about SleekView Kanban for Nutshell for WordPress
Both. SleekView reads Nutshell for WordPress tables and the stage column at the database level, so whichever tier you run the board still builds. Paid add-ons that add custom fields or extra status values are picked up automatically because SleekView scans the live schema on render.
SleekView calls the Nutshell connector update endpoint, which talks to Nutshell through its v2 REST API. The plugin fires its normal lead synced hooks, so any local listeners and any Nutshell automations that key off the stage transition run exactly as they would on a manual edit inside Nutshell itself.
 Yes. Card layouts are per board. A leads board can show lead title, person, company, value, and close date. A people board can show name, lifecycle, owner, and last activity. Each board remembers its own card template so the team does not reconfigure when switching boards.
 Yes. SleekView respects every capability check the connector plugin registers. A user who can read but not write leads will see cards but the writeback only fires for users whose role matches the same checks the connector enforces when a manual save is attempted from its admin.
 Add the new stage in Nutshell the normal way, by editing the stageset on the pipeline. The connector syncs the new stage into the local cache, and SleekView picks it up on the next board load because columns come from the distinct stage values currently on rows in the cache.
 No. SleekView paginates cards per column rather than fetching every row at once. The cache carries an index on the stage column so counts and a window of cards stay fast even on a Nutshell account with tens of thousands of leads flowing through the connector each year of use.
 Yes. Any cached Nutshell table with a status like column can render. People grouped by lifecycle, companies grouped by tier, and tasks grouped by status are all common boards once you point SleekView at the right table and pick the column you want the kanban to group on.
 
It stays in sync because there is no separate database. SleekView reads the cached nu_leads rows the connector reads. Writes call the connector endpoint that talks to Nutshell v2 REST, so the kanban board and the Nutshell remote stay aligned without extra cron sync drift.
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