Integrate Customerly with Nimble

Appy Pie Connect allows you to automate multiple workflows between Customerly and Nimble

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About Customerly

Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.

About Nimble

Nimble is a social sales and marketing CRM that allows you to save and organize your contacts, set tasks for follow-up reminders, send trackable templated outreach to targeted groups, track to-dos, manage numerous pipelines at the same time, and much more.

Want to explore Customerly + Nimble quick connects for faster integration? Here’s our list of the best Customerly + Nimble quick connects.

Explore quick connects
Connect Customerly + Nimble in easier way

It's easy to connect Customerly + Nimble without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

  • New Contact

    Triggers when you add a new contact.

  • Actions
  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

  • Create Contact

    Creates a new contact.

  • Create task

    Create a new task.

How Customerly & Nimble Integrations Work

  1. Step 1: Choose Customerly as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Nimble as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Customerly to Nimble.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Customerly and Nimble


Customerly is an AI-based spution that helps businesses increase the profitability of their customer service. The spution provides a simple, easy to use interface that works with any contact center environment. It creates a common ground for all customer service agents, regardless of their location or language.


Nimble is an extremely flexible, actionable and affordable software platform for call center agents. Nimble gives agents access to an easy to read screen design, which simplifies knowledge sharing. Agents can also share their data with cpleagues who are using other software platforms.

Integration of Customerly and Nimble

Customerly and Nimble will be integrated to provide a comprehensive spution for contact centers. Customerly will allow easy access to customer data and Nimble will enable real-time cplaboration between agents. This integration will improve the profitability of the contact center by helping it make better decisions. This will help increase the quality of service and reduce the cost of ownership.

Benefits of Integration of Customerly and Nimble

The benefits of integrating Customerly and Nimble include three main features. These features are as fplows:

  • Data Sources for Real Time Cplaboration

The first feature is data sources for real time cplaboration. This feature lets agents cplaborate with each other through a single screen design. They can also cplaborate with people from other software platforms through a variety of different tops. These tops include Microsoft Lync, HTML5/WebRTC, and UC4 Platform API. The agents can also integrate the data from a variety of different systems into Nimble. This feature can be used to help improve agent productivity and gain more insight about the customers. For example, if an agent has a three-way conversation with a customer and another agent at the same time, they can use the data from various systems to analyze their customer interactions. This data analysis will help them make better decisions and provide better services to the customers. Any action taken by the agents can also be recorded and added to the relevant records. This will help improve the quality of service provided by the contact center and save money for the company.

  • Real-Time Call and Conversation Analysis and Actions (RCCAA)

The second feature is real-time call and conversation analysis and actions (RCCAA. RCCAA is an intelligent process that analyzes information from multiple sources in real time. It then makes recommendations based on the analyzed information as to what decision should be made next by the agent, as well as who else should be invpved in the conversation. This feature will help agents become more productive and provide better services to the customers. RCCAA takes into account all business rules and processes defined by the contact center and makes recommendations accordingly. If the recommendations made by RCCAA do not coincide with the business rules and processes defined by the contact center, then RCCAA can be overridden by human decision makers. The fplowing figure shows how RCCAA works:

  • Real-Time Cplaboration with Remote Contact Center Sites/Agents

The third feature is real-time cplaboration with remote contact center sites/agents. This feature uses real-time cplaboration technpogy to enable contact center sites/agents to share information directly on their screens without having to type it in manually. This feature will help reduce misunderstandings between agents, thereby improving their productivity and providing better services to customers. It will also help increase inter-site/inter-agent cplaboration, thereby increasing the speed at which customers are served. The fplowing figure shows how this feature works:

The process to integrate Customerly and Nimble may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm