Erxes + Nimble Integration

Integrate Erxes to Nimble in one click, or tell Integrately AI how you want each customer handled. Sync customer details, create contacts, update records, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Erxes
    Customer is created in Erxes Instant
  • Erxes
    Customer is updated in Erxes Instant
  • Erxes
    Customer is deleted in Erxes Instant
  • Erxes
    Form submission is received in Erxes Instant
  • Erxes
    Company is created in Erxes Instant
  • Erxes
    Company is updated in Erxes Instant
  • Erxes
    Company is deleted in Erxes Instant
  • Erxes
    Admin sends engagement message in Erxes Instant
  • Erxes
    Customer sends a message in Erxes Instant
  • Erxes
    Admin sent message in Erxes Instant
  • Erxes
    Knowledge base is created in Erxes Instant
  • Erxes
    Knowledge base is updated in Erxes Instant
  • Erxes
    Knowledge base is deleted in Erxes Instant
  • Nimble
    Contact is created in Nimble
Arrow Right
2.
  • Nimble
    Create task in Nimble
  • Nimble
    Update contact in Nimble
  • Nimble
    Search contact by email in Nimble
  • Nimble
    Get contact by ID in Nimble
  • Nimble
    Create contact in Nimble
  • Nimble
    Delete contact in Nimble

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Ready Workflows Ready Workflows for Erxes + Nimble Integration

Capture customer data, create contacts, update records, and trigger follow-ups, all in just one click.

Most popular automationmost-popular-automations
Erxes + Nimble Integration

Create Nimble task for new Erxes contact

Nimble and Erxes are two powerful cloud-based tools that can be used to improve business productivity. Using this Nimble - Erxes integration, you can automatically create task in Nimble whenever a new contact is created in Erxes.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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Erxes + Nimble Integration

Create Nimble contact for new Erxes contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Nimble contact and Erxes contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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  • 1of1
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Connect more apps to your Erxes + Nimble flow

Send customer details to your CRM, notify your team on messaging apps, and keep records synchronized across your entire business stack. Pick a combination and activate it in one click.

Erxes
Nimble
+
HubspotHubspot (3)
+
GmailGmail (3)
+
CalendlyCalendly (3)
+
SlackSlack (3)
+
StripeStripe (3)
+
TypeformTypeform (3)
E
N
H
Add every new Erxes customer to your Nimble account, and create a contact in HubSpot.
New Erxes customers immediately populate Nimble and HubSpot as contacts, eliminating duplicate data entry across your systems.
E
N
H
When a form submission is received in Erxes, update the contact in Nimble and create a deal in HubSpot.
Form submissions in Erxes instantly update your Nimble contact records and create a new deal in HubSpot for your sales team.
E
N
H
Use ChatGPT to analyze Erxes customer messages, update Nimble records, and create a task in HubSpot.
ChatGPT reviews incoming Erxes customer messages so Nimble and HubSpot receive enriched contact notes and assigned follow-up tasks.

Supported triggers and actions for Erxes and Nimble

Mix and match to build the exact automation you need

Erxes
Erxes Triggers & Actions
Instant
Customer is created in Erxes
Triggers the automation when a new customer is created
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Instant
Customer is updated in Erxes
Triggers the automation when customer details are updated
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Instant
Customer is deleted in Erxes
Triggers the automation when a customer is removed from the database
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Instant
Form submission is received in Erxes
Triggers the automation when a form is filled
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Instant
Company is created in Erxes
Triggers the automation when a new company is created
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Instant
Company is updated in Erxes
Triggers the automation when a company is updated
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Instant
Company is deleted in Erxes
Triggers the automation when a company is deleted
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Instant
Admin sends engagement message in Erxes
Triggers the automation when an admin sends an engagement message to a contact
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Instant
Customer sends a message in Erxes
Triggers the automation when a customer sends a message
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Instant
Admin sent message in Erxes
Triggers the automation when the admin sends a message to someone
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Instant
Knowledge base is created in Erxes
Triggers the automation when new knowledge base is created
Try it β†’
Instant
Knowledge base is updated in Erxes
Triggers the automation when a knowledge base is modified
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Instant
Knowledge base is deleted in Erxes
Triggers the automation when a knowledge base is deleted
Try it β†’
No action is available
Nimble
Nimble Triggers & Actions
Contact is created in Nimble
Triggers the automation when a new contact is created
Try it β†’
Create task in Nimble
Creates a new task
Try it β†’
Update contact in Nimble
Updates contact information with new details
Try it β†’
Search contact by email in Nimble
Finds and retrieves contact information using their email address
Try it β†’
Get contact by ID in Nimble
Retrieves a contact's information based on their id
Try it β†’
Create contact in Nimble
Adds a new contact to the database
Try it β†’
Delete contact in Nimble
Removes a contact from the address book
Try it β†’

What can you automate with Erxes + Nimble?

Streamline customer onboarding, contact management, and team notifications with powerful Erxes and Nimble automations.

What you can automate?
πŸ”„
Create Nimble contacts from new Erxes customers
Automatically create a new contact in Nimble the moment a customer is created in Erxes. Eliminate manual data entry and ensure every incoming customer is tracked immediately.
πŸ“
Capture every form submission detail
Extract all data fields from Erxes form submissions and map them directly into Nimble contact fields. Ensure no custom question or submitted detail gets left behind.
πŸ””
Alert your team instantly on new engagement
Trigger team notifications as soon as a customer sends a message or submits a form in Erxes. Keep your team aligned and responsive to incoming activity.
πŸ”€
Route contacts based on submitted data
Evaluate specific field values from Erxes submissions to update different contact properties or assign tasks in Nimble accordingly.
πŸ”„
Keep contact records updated automatically
Whenever a customer profile changes or is updated in Erxes, instantly sync those changes to the corresponding contact in Nimble.
βž•
Upsert contacts to prevent duplicates
Search existing Nimble contacts by email before creating a new one, updating existing profiles or adding new entries cleanly without cluttering your CRM.
πŸ“‹
Manage tasks upon customer status changes
Create or update tasks in Nimble when a customer is updated or deleted in Erxes, keeping your sales pipeline aligned with customer lifecycle changes.
πŸ“§
Extend your workflow to Gmail
Automatically send a welcome email via Gmail whenever a new customer is created in Erxes and synced to Nimble. Streamline your entire communication pipeline.
And much more...

Who is Erxes + Nimble integration for?

Customer success and sales teams managing communications across Erxes and Nimble need seamless data synchronisation to ensure no lead slips through the cracks.

Marketing teams
Marketing teams
Sales reps
Sales reps
Account managers
Account managers
Customer support leads
Customer support leads
Sales development reps
Sales development reps
Operations managers
Operations managers
πŸ“ˆ
Marketing teams
You report on campaign growth and customer conversions from Erxes, but your CRM numbers are always stale because manual data entry lags behind conversation volume β€” integrating these apps means every new customer flows directly into Nimble so your performance metrics stay completely current.
⚑
Sales reps
You need to act fast on incoming enquiries and high-intent customer messages, but delayed handoffs mean you find out about hot leads hours after they engage β€” with this integration, every new customer creates a Nimble contact instantly so you can reach out right away.
πŸ“Š
Account managers
You answer to clients who want immediate visibility into customer communication and onboarding updates, but fragmented tracking leaves you scrambling for records β€” automating both apps means every customer interaction is logged in Nimble for effortless reporting.
πŸ“¨
Customer support leads
The volume of incoming customer messages and form submissions is too high for anyone to keep up by hand, leading to missed follow-ups and unassigned records β€” this integration means every Erxes submission instantly populates Nimble to handle the scale.
πŸ‘₯
Sales development reps
You own the outreach stage and depend on inbound channels to hand over qualified contacts, but siloed messaging tools cause bottlenecks in your pipeline β€” connecting these apps means new Erxes customers arrive as Nimble contacts the moment they appear.
πŸ—‚οΈ
Operations managers
You need a reliable customer history across all communication channels, but manual updates keep leaving frustrating gaps in your tracking database β€” automating both apps means every customer record stays complete and accurate in Nimble.
Our team

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Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Erxes + Nimble

Build and manage your Erxes + Nimble automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Erxes + Nimble with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting β€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Erxes to Nimble?
Frequently Asked Questions
You can connect Erxes to Nimble in 1 click using ready-made workflows on Integrately or by asking Integrately AI to build your automation. Choose from 1,500+ supported apps like Hubspot, Gmail, Calendly, Slack, Stripe, and Typeform to streamline your workflow.
What is the best way to sync Erxes customer data into Nimble?
Frequently Asked Questions
Can I connect Erxes, Nimble, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Erxes and Nimble?
Frequently Asked Questions
How does Erxes handle customer creation triggers in integrations?
Frequently Asked Questions
Can Nimble contacts be automatically created or updated?
Frequently Asked Questions
How do I automate workflows between Erxes and Nimble without coding?
Frequently Asked Questions
Is the Erxes and Nimble integration free?
Frequently Asked Questions
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You Can Also Connect Erxes or Nimble With 1500+ Other Apps

Erxes
Popular Erxes Integrations
Connect Erxes with messaging, form, and database tools to capture conversations and streamline customer data.
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Erxes Integrations arrow right
No popular apps found
Nimble
Popular Nimble Integrations
Sync Nimble with email, project management, and calendar tools to manage contacts and track sales activity.
See All
Nimble Integrations arrow right
No popular apps found