Nimble + Plaid Integrations
Appy Pie Connect allows you to automate multiple workflows between Nimble and Plaid
- No code
- No Credit Card
- Lightning Fast Setup
10 Million man hours saved
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 Plaid
Plaid helps all companies build fintech solutions by making it easy, safe and reliable for people to connect their financial data to apps and services.
Plaid IntegrationsBest ways to Integrate Nimble + Plaid
-
When this happens...
New Contact
Then do this...
Create or Update Contacts
Do you want a simple solution to email your email list subscribers from your Gmail account? Appy Pie Connect will import new Nimble contacts as new contacts into your Google account after this Nimble-Google Contacts integration is set up. This enables you to keep track of all of your subscribers in Google Contacts and stay on top of your customer interactions.How This Nimble-Google Contacts Works- A new contact is added to Nimble
- Appy Pie Connect copies that contact to Google Contacts.
What You Require- Nimble account
- Google Contacts account
-
When this happens...
New Contact
Then do this...
Add/Update Subscriber
Want to send your marketing emails to your Nimble CRM contacts quickly and easily? New contacts made in Nimble will be immediately added as subscribers to your Mailchimp email lists after this Appy Pie Connect automation is set up. This ensures that your marketing emails are delivered to all of your customers at the same time.How This Nimble-MailChimp Works- A new contact is added to Nimble
- Appy Pie Connect adds that contact to Mailchimp.
What You Need- Nimble account
- Mailchimp account
-
When this happens...
New Contact
Then do this...
Create/Update Contact
Instead of manually importing new customers from Nimble into Xero, use the Nimble to Xero connector to save time and make accounting easier! Appy Pie Connect will automatically create new contacts in Xero every time you add new contacts in Nimble once you've set up this automation. This automation ensures your sales team never misses a lead opportunity or pitch opportunity with Nimble, which could result in additional revenue for your company.How This Nimble-Xero Works- A new contact is added to Nimble
- Appy Pie Connect adds that contact to Xero.
What You Need- Nimble account
- Xero account
-
When this happens...
New Contact
Then do this...
Create Draft
-
When this happens...
New Contact
Then do this...
Send Email
-
When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
Connect Nimble + Plaid in easier way
It's easy to connect Nimble + Plaid without coding knowledge. Start creating your own business flow.
-
New Contact
Triggers when you add a new contact.
-
New ItemTriggers when a new item is created.
Triggers
-
Create Contact
Creates a new contact.
-
Create task
Create a new task.
-
Create payment recipient
Create a new payment recipient
Actions
How Nimble & Plaid Integrations Work
-
Step 1: Choose Nimble as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
-
Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
-
Step 3: Pick Plaid as an action app and authenticate.
(30 seconds)
-
Step 4: Select a resulting action from the Action List.
(10 seconds)
-
Step 5: Select the data you want to send from Nimble to Plaid.
(2 minutes)
-
Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
