Nimble

Updated 3 months ago ​by Sanne Stevens

GETTING STARTED GUIDE: How to set up a new connection? 
ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics. 

Nimble shows you detailed customer profiles in just a single view so you can get to know your customers in person. Sales and marketing features, activity management tools and a responsive social listening system will make sure you have all the insight you need!. Below you'll find detailed information, specifically for Nimble integrations:

Supported Nimble Integrations

Solo Nimble users, did you know you could be eligible for a free PieSync plan? If you set up a connection with Nimble during your free trial, we can detect if you're a fit for the free plan. If so, you’ll be able to 'upgrade' to the free plan on your billing page. Find out more about this free plan here


How to authorise Nimble in PieSync

We simply ask your login details and permission for access. 

If you already authorized your Nimble account(s) in the past or in any other PieSync integration, you'll be able to skip this step and choose from your CONNECTED ACCOUNTS.

    

[IF] Supported Conditions/Filters

  • TAGS
  • LEAD SOURCE
  • LEAD STATUS
  • LEAD TYPE
  • CONTACT OWNER
  • RATING
  • MARKED (NOT) IMPORTED
  • FIELD VALUES (INCLUDING CUSTOM FIELDS)
  • ALREADY EXISTING IN APP YOU SYNC WITH

[THEN] Supported Actions

  • ADDING/REMOVING TAGS
  • UPDATING LEAD SOURCE
  • UPDATING LEAD STATUS
  • UPDATING LEAD TYPE
  • UPDATING RATING
  • UPDATING FIELD VALUES (INCLUDING CUSTOM FIELDS)

Default Field Mapping 

Depending on the other app you're syncing with, you'll see a number of standard Nimble fields being mapped by default. For instance, in a connection with Google Contacts, the default field mapping looks like this:

Customizable Field Mapping 

You can custom map your Nimble Custom Fields and any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible and the compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping here

Additional Options

Syncing Deletions

In connections between Google Contacts and Nimble, you are able to SYNC DELETIONS one-way. When a contact gets deleted in Google Contacts, we add the tag 'PieSync Trash'  to that same contact in Nimble. You will be able to review this segment first before deleting or taking any other action in Nimble too. 

Syncing Unsubscribes

In connections between Nimble and some marketing tools we support such as e.g. MailChimp, you are able to SYNC UNSUBSCRIBES one-way. When a contact gets unsubscribed in your marketing tool, we add the tag 'PieSync Unsubscribes'  to that same contact in Nimble. You will be able to review this segment first before taking any action in Nimble too.



The availability of these options is app and connection dependent. If the feature box (screenshots above) is not there to tick, it's simply not possible. We need to be able to detect deletions on one side and at the same time be able to create add the tag 'PieSync Trash' on the other side. 
Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By voting them up in our pipeline, YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - support@piesync.com. Don't forget to read our blog for the latest in productivity, apps, and technology!  

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