Nimble + Retently Integration

Integrate Nimble to Retently in one click, or tell Integrately AI how you want each contact handled. Track survey responses, update your CRM records, and trigger follow-up actions automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Nimble
    Contact is created in Nimble
  • Retently
    Survey response is created in Retently
  • Retently
    Customer is created in Retently
  • Retently
    Company is created in Retently
  • Retently
    Overall metric score is updated in Retently
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
  • Retently
    Unsubscribe customer in Retently
  • Retently
    Create or Update Customer in Retently
  • Retently
    Search customer by email in Retently
  • Retently
    Tag a survey response in Retently
  • Retently
    Search company in Retently
  • Retently
    Create customer and Send survey in Retently

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Ready Workflows Ready Workflows for Nimble + Retently Integration

Capture contacts, organise survey responses, keep customer records updated, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Retently + Nimble Integration

Create Nimble task for new Retently response

It's important to stay on top of your customer relationships, and one way to do that is to create Nimble tasks for new Retently responses received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Nimble task for new Retently response received today - your customers will thank you for it!
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Retently + Nimble Integration

Create Nimble contact for new Retently response

When someone completes your Retently, a new contact is automatically created in your Nimble. This way, you can quickly follow up with the response and turn them into a customer!

Plus, all of the information from the Retently is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Retently - Nimble integration set up makes it easy to manage your customer relationships and grow your business.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Nimble + Retently flow

Connect your CRM and survey data to marketing, messaging, and scheduling tools to streamline your customer operations. Pick a combination and activate it in one click.

Nimble
Retently
+
SalesforceSalesforce (4)
+
HubspotHubspot (3)
+
MailchimpMailchimp (3)
+
SlackSlack (3)
+
CalendlyCalendly (3)
+
StripeStripe (3)
N
S
R
Add every new Nimble contact to Salesforce, and create a customer in Retently.
New Nimble contacts instantly appear in Salesforce while updating Retently, eliminating manual data entry across platforms.
R
N
S
When a Retently survey response is created, update the contact in Nimble and create a task in Salesforce.
Feedback responses update your Nimble CRM and open a follow-up task in Salesforce instantly.
N
S
R
Create a Salesforce task for every contact created in Nimble, and update Retently customer records.
Every new Nimble contact automatically generates a Salesforce task and updates Retently records.
R
N
S
Use Claude to summarise every new Retently survey response, update the Nimble contact, and create a Salesforce task.
Claude summarises customer feedback before updating Nimble and opening a task in Salesforce.

Supported triggers and actions for Nimble and Retently

Mix and match to build the exact automation you need

Nimble
Nimble Triggers & Actions
Contact is created in Nimble
Triggers the automation when a new contact is created
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Create task in Nimble
Creates a new task
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Update contact in Nimble
Updates contact information with new details
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Search contact by email in Nimble
Finds and retrieves contact information using their email address
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Get contact by ID in Nimble
Retrieves a contact's information based on their id
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Create contact in Nimble
Adds a new contact to the database
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Delete contact in Nimble
Removes a contact from the address book
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Retently
Retently Triggers & Actions
Survey response is created in Retently
Triggers the automation when a survey response is submitted
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Customer is created in Retently
Triggers the automation when a new customer is created
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Company is created in Retently
Triggers the automation when a new company is created
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Overall metric score is updated in Retently
Triggers the automation when the overall metric score is updated
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Unsubscribe customer in Retently
Removes customer from mailing list
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Create or Update Customer in Retently
Creates or updates a customer record
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Search customer by email in Retently
Searches for a customer by their email address
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Tag a survey response in Retently
Tags a survey response
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Search company in Retently
Finds information about a company
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Create customer and Send survey in Retently
Creates a new customer record and sends a survey to the customer
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What can you automate with Nimble + Retently?

Streamline your customer relationship management and satisfaction surveys with robust automated workflows.

What you can automate?
🔄
Sync new Nimble contacts to Retently customers automatically
Create a Retently customer instantly whenever a new contact is created in Nimble, keeping your survey and CRM platforms perfectly aligned.
📋
Capture every submitted survey response detail
Map all survey feedback fields directly into your Nimble contact notes instead of relying on basic summaries, giving your team complete context.
🔔
Alert your team as soon as feedback arrives
Notify team members immediately when a survey response is created or an overall metric score is updated in Retently.
🔀
Route tasks based on survey scores
Create specific tasks in Nimble when low survey scores are received, ensuring at-risk accounts get immediate attention from your team.
🔄
Keep contact records up to date as details change
Update contact information and search records automatically across Nimble and Retently whenever customer profiles are modified.
🔍
Prevent duplicate customer records
Search contacts by email in Nimble and check existing Retently records before creating new profiles, keeping your databases clean.
⏱️
Handle metric score updates in real time
Trigger automated updates whenever an overall metric score is updated in Retently, keeping your customer satisfaction dashboard current.
🔗
Extend your workflow with Slack notifications
Connect Nimble and Retently to Slack so your team receives instant updates whenever new survey responses or contacts are logged.
And much more...

Who is Nimble + Retently integration for?

Customer success managers, marketers, and sales leaders rely on automated CRM and survey syncing to eliminate manual data entry and act on feedback faster.

Performance marketers
Performance marketers
Customer success leads
Customer success leads
Account executives
Account executives
Support supervisors
Support supervisors
Operations specialists
Operations specialists
Sales managers
Sales managers
📈
Performance marketers
You're tracking campaign metrics in Nimble but your satisfaction surveys in Retently only update when someone manually exports data, so the scores you're reviewing are always outdated — automating both apps means every new survey response updates your CRM records instantly and your metrics stay current.
Customer success leads
You need to act fast on customer feedback, but low survey scores sit unnoticed until someone reviews spreadsheets by hand, leading to delayed outreach — this integration means every critical survey response triggers immediate CRM tasks and your team responds without delay.
🤝
Account executives
You answer to clients who want to see prompt follow-up on their feedback, but manual data transfers between Nimble and Retently cause bottlenecks — connecting these apps means client responses update your records instantly and stakeholder reporting is always up to date.
📊
Support supervisors
The volume of customer survey responses is too high for anyone to keep up by hand, leaving valuable feedback lost in disconnected tools — automating both apps means every rating and comment flows directly into your CRM database without manual sorting.
🔄
Operations specialists
You depend on upstream contact creation in Nimble before initiating customer satisfaction workflows in Retently, causing frustrating administrative delays — this integration means new contacts trigger survey processes automatically and handoffs happen in real time.
🗂️
Sales managers
You need a reliable customer history in Nimble, but missing survey data leaves gaps in your client interaction records — automating both apps means every feedback entry is logged correctly and your team has complete visibility into account health.
Our team

Ready Workflows Did you know?

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

Tell us what type of automation you want to make?

Why choose Integrately to automate Nimble + Retently

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

1,500+ apps connected
1,500+ apps connected
Connect Nimble + Retently 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 — 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 Nimble to Retently?
Frequently Asked Questions
You can connect Nimble and Retently in 1 click using ready-made workflows on Integrately, or ask Integrately AI to build the automation for you. It also integrates seamlessly with Salesforce, Hubspot, and Slack.
Can I automatically sync new Nimble contacts as Retently customers?
Frequently Asked Questions
Can I connect Nimble, Retently, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Nimble and Retently?
Frequently Asked Questions
How does Nimble handle contact data in these workflows?
Frequently Asked Questions
How does Retently handle survey responses during automation?
Frequently Asked Questions
Do I need coding skills to automate Nimble and Retently?
Frequently Asked Questions
Is the Nimble and Retently integration free?
Frequently Asked Questions
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Didn't find the answer you were looking for?
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Want to automate something else in your workflow?

You Can Also Connect Nimble or Retently With 1500+ Other Apps

Nimble
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Retently
Popular Retently Integrations
Sync Retently with analytics, reporting, and customer support tools to keep feedback working across your stack.
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