Sniply integration with Nimble
How to Add Leads to Nimble From Sniply Forms
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add Leads to Nimble From Sniply Forms" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Nimble integrations
Nimble actions
Nekton can use any feature that is available in Nimble API.
Using our advanced AI, you can easily create custom automations for Nimble.
Here are some typical actions you can do in your automated workflows.
Create Task
Create a new task.
Create Contact
Create a new contact.
New Contact
Triggers when you add a new contact.
About Nimble
Social CRM Simplified. With Nimble’s social CRM, easily manage all your contacts, communications, activities and sales in one single place.