5 Ways to Automate Nimble with viaSocket
In business, relationships are key to everything—whether it’s turning a cold lead into a customer or closing a deal. You might be keeping track of everything in an Excel sheet, but using CRM software like Nimble makes managing and growing those relationships way easier.
With Nimble’s browser extensions, you can quickly add new leads and their details to your CRM while browsing social media or company websites. You can filter and sort leads in different ways, like by who you’ve contacted recently or who’s marked as important. It’s a simple way to keep everything manageable.
Nimble also offers workflows to track relationship progress. Whether you're in sales, fundraising, or hiring, you can use templates or create custom workflows to keep things moving smoothly.
Plus, with Nimble’s viaSocket integrations, you can automate tasks beyond your imagination.
Table of Contents :
Add Your Mailchimp Subscribers to Nimble CRM
Automate Typeform Submissions to Nimble
Send New Nimble Contacts to Slack Automatically
Turn Evernote Notes into Nimble Tasks
Convert Google Sheets Rows into Nimble Contacts
1. Add Your Mailchimp Subscribers to Nimble CRM
If you're using Mailchimp to manage your email campaigns, you’ve probably experienced the frustration of manually transferring new subscribers into your CRM. It's like trying to juggle while riding a unicycle—balancing between apps, copying and pasting information, and hoping you don’t drop a lead along the way.
And, let’s be honest, the chances of that happening increase every time you have to switch between systems. It’s a time-sucking, data-losing, and all-around chaotic process that’s definitely not the fun part of growing your business.
That's where Nimble and viaSocket come in to make your life a whole lot easier. With this integration, you can automate the process of adding new Mailchimp subscribers directly to Nimble as contacts. This means every time someone subscribes to your list, their details are automatically added to your CRM without you having to lift a finger.
2. Automate Typeform Submissions to Nimble
If you’re using Typeform to gather information from potential leads or customers, you’ve probably experienced the headache of manually transferring those submissions into your CRM.
Whether it’s a contact form, a sign-up sheet, or a survey, the process of entering form submissions into Nimble can be time-consuming and prone to human error. Missing even one submission can result in a lost lead or a missed opportunity.
But here’s the good news—viaSocket has your back. With the Typeform to Nimble integration, you no longer have to worry about losing any contacts. As soon as someone fills out your form, viaSocket automatically turns their submission into a new contact in Nimble.
That means no more switching between apps, no more copying and pasting, and definitely no more losing track of valuable leads. With this automation in place, you can be confident that every form submission is captured and you’re never missing anyone. Now you can focus on reaching out to your new contacts without the stress of data entry.
3. Send New Nimble Contacts to Slack Automatically
When you’re managing contacts in Nimble, it can be easy to get bogged down with the repetitive task of manually notifying your team or reaching out to new contacts.
Constantly switching between your CRM and Slack to send messages can eat up precious time, leading to inefficiencies and potential delays in communication. The more contacts you have, the more overwhelming it becomes to stay on top of everything.
That’s where the Nimble to Slack integration comes in to save you time. With viaSocket, you can automate the process—whenever a new contact is added in Nimble, viaSocket will automatically send a message to your designated Slack channel.
No more manually sending out notifications or tracking who needs to be contacted. The integration streamlines communication, so you can stay on top of new leads and focus on what really matters, all while saving valuable time. It's a simple way to keep your team in the loop and ensure that no contact goes unnoticed.
4. Turn Evernote Notes into Nimble Tasks
If you're using Evernote to keep track of important notes, ideas, or meeting details, you might find it a bit tricky to connect that information directly to your CRM. It’s easy to jot down thoughts in Evernote, but when it comes time to turn those notes into actionable tasks or follow-ups in Nimble, it often involves tedious copying and pasting, or switching between multiple apps.
This process can slow down your workflow and lead to missed opportunities or forgotten tasks.
Thankfully, with viaSocket, this problem is a thing of the past. The Evernote to Nimble integration allows you to automatically send your new notes from Evernote directly into Nimble as tasks.
Whether it’s a meeting note, a lead detail, or a to-do, viaSocket makes sure your notes are instantly transformed into tasks in Nimble, ready for you to act on. No more manual data entry—just a smooth, efficient process that keeps everything connected and your productivity high.
5. Add Your Mailchimp Subscribers to Nimble CRM
Managing contacts across multiple platforms can quickly become overwhelming, especially if you’re using Google Sheets to track them. The issue arises when you have to manually update your CRM each time you add or change a contact in your spreadsheet.
This process is not only time-consuming but also leaves room for human error, which can lead to missed or outdated information in your CRM.
That’s where the Google Sheets to Nimble integration comes in. With viaSocket, you can automatically sync your Google Sheets with Nimble, so that every time a new row is added to your sheet, it’s instantly imported as a new contact in Nimble.
This eliminates the need for manual data entry and ensures that your contact list is always up-to-date, without you having to lift a finger. Your contact records stay organized and accurate, freeing up your time for more important tasks.
The Power of Nimble and viaSocket Integration
Together, Nimble and viaSocket empower businesses to manage relationships more efficiently, automate workflows, and improve communication within teams—all while keeping everything organized in one place. Whether you're managing leads, tracking tasks, or automating daily processes, these tools work hand-in-hand to help you focus on what matters most: growing your business.
