Integrate Nimble with Zoho Connect

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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 Zoho Connect

Zoho Connect is a team collaboration platform that allows you to bring together your workers, partners, vendors, and anyone else that contributes value to your work, as well as give you the space and resources you need to interact and complete tasks more quickly.

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

Explore quick connects
Connect Nimble + Zoho Connect in easier way

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

  • Triggers
  • New Contact

    Triggers when you add a new contact.

  • New Event

    Triggers when a new event is added.

  • New Feed

    Triggers when a new status (Feed) is added.

  • New Group Member

    Triggers when new member is added to a group.

  • New Mention

    Triggers when you are mentioned in a status.

  • New Network Member

    Triggers when new member is added to a network.

  • New Task

    Triggers when a new task is added.

  • Actions
  • Create Contact

    Creates a new contact.

  • Create task

    Create a new task.

  • Add Member to Group

    Adds user to a group (invite and add, if the user is not a member of the network).

  • Create Event

    Adds a new event in a specific group.

  • Create Feed

    Adds a new status (Feed) in a specific group.

  • Create Private Event

    Creates a private event.

  • Create Private Task

    Adds a private task.

  • Create Task in Board

    Adds a new task in a specific board.

  • Invite User to Network

    Sends an invite to the user to join your network.

How Nimble & Zoho Connect 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 Zoho Connect 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 Zoho Connect.

    (2 minutes)

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

Integration of Nimble and Zoho Connect

  • Nimble?
  • Nimble is an online invoicing service that allows users to send digital invoices, track payments, reconcile statements, and even integrate with other services like Zoho Connect. Nimble provides all the tops needed to create professional-looking invoices and keep track of your business’ financial data.

  • Zoho Connect?
  • Zoho Connect helps companies stay connected to their customers, partners, and employees by keeping data in one place. It integrates many different applications like Nimble, Slack, Dropbox, Invoice2go, Freshbooks, Appy Pie Connect, Mailchimp, and more. With Zoho Connect, you can create automated workflows that make data useful across all your apps.

  • Integration of Nimble and Zoho Connect
  • You can connect Nimble with Zoho Connect to achieve automation of tasks between the two platforms. With Nimble integration, you can automatically create contacts for customers using email addresses from incoming invoices. After creating a contact, it will be linked to the invoice, so you can view all the invoice details within Zoho Connect. You can also automatically create leads based on email addresses embedded in incoming invoices or use email addresses to track opportunities created in Zoho Campaigns.

    With Zoho Connect integration with Nimble, you can schedule your invoices to be sent at specific dates and times. The Nimble invoice will be converted into an email form that you can send through Zoho Connect. You can also convert emails into Nimble invoices using Zoho Connect. This way you can ensure prompt payment by sending invoices to customers after they have confirmed their purchase through the confirmation email they receive.

  • Benefits of Integration of Nimble and Zoho Connect
  • The integration of Nimble with Zoho Connect gives users the fplowing benefits:

    Appointment books are automatically updated when customers change their appointment time through Nimble. The customers will be automatically added as contacts for future appointment booking through Zoho Calendar.

    Automated fplow-ups are sent based on activities that happen in Nimble. When you attach a task to an email that was created using Nimble, you can set up a task notification to remind you of upcoming actions on that particular task. You can also receive notifications based on customer activity in Nimble such as cancellations and rescheduling of appointments.

    If a customer replies to your email with questions and requests and makes a payment at the same time, you can convert this incoming email into a new invoice in Nimble.

    The process to integrate 403 Forbidden and 403 Forbidden 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 March 14,2023 02:59 pm