Popular Dotloop + Nimble Workflows
Create Dotloop loop from new Nimble contact
This Nimble - Dotloop integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
Create Dotloop contact for new Nimble contact
However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this Nimble - Dotloop integration, anytime a new Nimble contact is created, an Dotloop contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
When Contact is created in Nimble > Check condition > Create contact in Dotloop
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See Dotloop IntegrationsNimble is a social CRM to manage your contacts, communications, activities and sales with built-in lead scoring. Nimble also allows you to track your team’s activity from their desktop or mobile devices in real time.
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