Agiled + Nimble Integration

In Agiled, when you create a contact, it automatically creates a task in Nimble for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.

With this Nimble and Agiled integration, it is easier than ever to create proposal. Now, when you create a proposal in Agiled, a corresponding task will be created in Nimble.

This makes it easy for you to keep track of your proposal and ensure that all necessary follow-ups are made. Plus, it's a great way to keep your sales process organized and streamlined. Give it a try today!

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

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 - Agiled integration, anytime a new Nimble contact is created, an Agiled 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.

Nimble and Agiled are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Nimble, do you also create a task in Agiled? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.