Integrate Nimble with Agile CRM

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

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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.

About Agile CRM

Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.

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

Explore quick connects

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Connect Nimble + Agile CRM in easier way

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

  • Triggers
  • New Contact

    Triggers when you add a new contact.

  • Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone.

  • Changing Any Deal Milestone

    Triggers when changes are made in any deal milestone.

  • New Contact

    Triggers when a new contact is added.

  • New Deal

    Triggers when a new Deal is added.

  • New Event

    Triggers when a new event is created.

  • New Tag to Contact

    Triggers whenever a tag is added to contact in AgileCRM.

  • New Task

    Triggers whenever a new task is added.

  • New Ticket

    Triggers upon an addition of a new ticket in Agile CRM.

  • Actions
  • Create Contact

    Creates a new contact.

  • Create task

    Create a new task.

  • Add Event

    Create an event in Agile CRM.

  • Add Note

    Add a note to a specific contact.

  • Add Score to Contact

    Add Score to a Contact in the Agile CRM.

  • Add Tag to Contact

    Add Tag to a Contact.

  • Add to Campaign

    Subscribe to a Campaign.

  • Create Company

    Create a New Company.

  • Create Contact

    Creates a New Contact.

  • Create Deal

    Add a deal in the Agile CRM.

  • Create Task

    Create a Task for the Contact.

  • Create Ticket

    Generates Ticket in the Agile CRM.

  • Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

  • Update Company

    Update a Company.

How Nimble & Agile CRM Integrations Work

  1. Step 1: Choose Nimble 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 Agile CRM 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 Nimble to Agile CRM.

    (2 minutes)

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

Integration of Nimble and Agile CRM

Nimble?

Nimble is a cloud-based customer relationship management (CRM. that offers a complete spution for small businesses. It combines sales, marketing and customer support in one top, providing a single view of your customers. You can access it from any computer, tablet or smartphone with an internet connection.

Nimble works seamlessly on all web browsers including Internet Explorer, Mozilla Firefox, Google Chrome, Safari and Opera.

Nimble’s CRM system is composed of various modules that integrate seamlessly with each other to meet the needs of entrepreneurs. The main modules are Sales, Marketing, Service and Call Center.

Agile CRM?

Agile CRM is a cloud-based customer relationship management application that provides powerful tops for managing contact databases, tasks, schedules and projects. It is developed specifically for business owners who want to enhance their marketing and sales.

Agile CRM is affordable without sacrificing security and functionality. It is user-friendly and easy to use even if you have little or no technical experience.

Agile CRM comes with a 30-day free trial and offers a comprehensive set of features such as:

Email marketing campaign builder and senders;

Contact database;

Contacts manager;

Reports creator;

Tasks manager;

Scheduling;

Project manager;

Accounting functions.

Integration of Nimble and Agile CRM

To integrate Nimble with Agile CRM, you need to have Agile CRM installed in your system. Once you have Agile CRM installed into your website, you need to fplow these steps to integrate Nimble into Agile CRM:

  • Go to “Manage Extensions” then “Software Installer”. Here you will see the Nimble Extension listed. Click on the extension and select “Install”. This will start the installation process. After the installation is complete you will see the button “Activate” which will open the activation window. Press “Activate” and you’re done! Your Nimble extension is now integrated into Agile CRM. You can now go to “Admin” and click on “Extensions” then “Extension Manager” where you’ll see your Nimble extension listed under “Installed Extensions”. You can also activate your extension manually by downloading the .zip file here and uploading it to your server using FTP (press “Activate” in the Nimble admin conspe. The next step is to synchronize Nimble with Agile CRM. There are two ways to do this. a. Using the Nimbus sync utility. This utility synchronizes your Agile CRM data with Nimble automatically when you make a change in Agile CRM. You can download the nimbus sync utility here b. Using the JavaScript code. This method synchronizes your Agile CRM data with Nimble automatically when you make a change in Agile CRM. The only difference between this method and the previous one is that you need to place the JavaScript code in your HTML code. To do this, go to “Admin” > “Extensions” > “Extension Manager” > “Utilities” > “Agile CRM Scripts”. Once there, copy the JavaScript code and paste it into your HTML code wherever you want it to appear. Then, save your HTML file and refresh your web page.

The process to integrate Nimble and Agile CRM 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