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Popular Nimble + Salesforce Workflows
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Create Salesforce opportunity from new Nimble contact
This Nimble - Salesforce 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.
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Create Salesforce 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 - Salesforce integration, anytime a new Nimble contact is created, an Salesforce 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.
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Create Salesforce task for new Nimble contact
This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Create Salesforce record for new Nimble contact
So go ahead and set up this integration - it will make your life much easier!
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When Contact is created in Nimble > Check condition > Create contact in Salesforce
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When Contact is created in Nimble > Check condition > Create lead in Salesforce
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When Contact is created in Salesforce > Check condition > Create contact in Nimble
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When Lead is created in Salesforce > Check condition > Create contact in Nimble
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When Record is created in Salesforce > Check any condition > Create contact in Nimble
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Create Your Own Nimble & Salesforce Integration Without Any Code
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Integrate Nimble & Salesforce In 1 Click
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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.
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Salesforce helps you to organize your business data. The platform allows businesses to connect with its customers in real time and across channels, using analytics to drive better business decisions.
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