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Nimble Integration

Build rich contact profiles from conversations and keep tasks and follow-ups aligned automatically.

CRM Connects via: OAuth / API key

Nimble is a relationship-first CRM that enriches contacts from public web data. We connect through Nimble's API to create contacts, log activities, and add tasks based on what the AI agent learned in conversation.

Nimble's API doesn't expose a generic outbound webhook feed, so on the trigger side we either poll for changes on a schedule or fire AI follow-ups from inside our own workflow engine using the data we already have.

Popular workflow recipes

When this happens → do that
When
Chat captures decision-maker title
Then
Create Nimble Contact + apply 'Decision Maker' tag
When
AI voice books a meeting
Then
Add Nimble Task tied to the contact
When
Conversation ends without booking
Then
Trigger 3-step AI follow-up email sequence

Triggers & Actions

2 triggers · 4 actions
Triggers From Nimble events that fire workflows
Scheduled polling for record changes

We poll Nimble on a cadence (15 / 60 min) and treat tag, stage, or field changes as workflow triggers.

Our workflow engine fires directly

For chat / voice conversations, our internal triggers fire AI follow-ups without needing a webhook from Nimble.

Actions Into Nimble what we do in the connected app
Create or update Nimble Contact

From chat, voice, and forms.

Add Note

Attach conversation transcripts and AI summaries.

Create Task

Schedule a follow-up reminder against the contact.

Apply Tags

Based on chat intent for downstream segmentation.

How to connect Nimble

~10 minutes
1
Email [email protected] requesting API access for Small Business Chatbot — Nimble gatekeeps API credentials manually. Include your app name and redirect URL.
2
Once provisioned, Nimble issues OAuth credentials (or you can generate a personal API key for your own use at app.nimble.com → Settings → API).
3
Open Workflows → Integrations → Nimble in the dashboard and paste the credentials.
4
Map the fields you want every chat-sourced contact to receive (tags, owner, custom fields).
5
Send a test chat conversation and confirm the contact appears with the right tags and a transcript note.
Good to know
  • Nimble API access is manually provisioned — not self-serve. Confirm with the customer they've already been approved before promising delivery.
  • Nimble's public API does not expose outbound webhook subscriptions. AI follow-ups from Nimble-side state changes are driven by polling, or by using triggers from inside our workflow engine.

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