Popular Nimble + Microsoft Office 365 Workflows
Send Microsoft Office 365 message for new Nimble contact
Furthermore, with this Nimble - Microsoft Office 365 integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.
Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
Create Microsoft Office 365 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 - Microsoft Office 365 integration, anytime a new Nimble contact is created, an Microsoft Office 365 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.
Create Microsoft Office 365 event for new Nimble contact
Create Nimble task for new Microsoft Office 365 contact
This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
When Contact is created in Microsoft Office 365 > Check condition > Create contact in Nimble
When Contact is created in Nimble > Check condition > Create contact in Microsoft Office 365
When Contact is updated in Microsoft Office 365 > Check condition > Create contact in Nimble
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Nimble 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.
See Nimble IntegrationsMicrosoft Office 365 Business helps you connect to your team, clients and customers in more places - from any device. All of your content is always up-to-date and available wherever you are!
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