Connect Nimble and ClosedLoop AI to Build Intelligent Automations

Choose a Trigger

Nimble

When this happens...

Choose an Action

ClosedLoop AI

Automatically do this!

Ready to use Nimble and ClosedLoop AI automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Contact

New Contact

Triggers when a new contact is added to Nimble.

New Task

New Task

Triggers when a new task is added to Nimble.

New Product Insight Generated

New Product Insight Generated

Runs when new product insight is generated

Request a new Trigger for Nimble

Do thisActions

Action is the task that follows automatically within your Nimble integrations.

Create Task

Create Task

Create a new task.

List Users

List Users

Get all Users

List Contact

List Contact

Returns list of contacts

List contacts proceeding providers

List contacts proceeding providers

Returns a list of user-available, contact proceeding types.

List all available metadata for company fields

List all available metadata for company fields

Return all available metadata for company's fields

List contacts pipelines

List contacts pipelines

Returns a list pipelines available to view for the requesting user

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Frequently Asked Questions

How do I start an integration between Nimble and ClosedLoop AI?

To start, connect both your Nimble and ClosedLoop AI accounts to viaSocket. Once connected, you can set up a workflow where an event in Nimble triggers actions in ClosedLoop AI (or vice versa).

Can we customize how data from Nimble is recorded in ClosedLoop AI?

Absolutely. You can customize how Nimble data is recorded in ClosedLoop AI. This includes choosing which data fields go into which fields of ClosedLoop AI, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Nimble and ClosedLoop AI?

The data sync between Nimble and ClosedLoop AI typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Nimble to ClosedLoop AI?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Nimble and ClosedLoop AI?

Yes, you can set conditional logic to control the flow of data between Nimble and ClosedLoop AI. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Nimble

About Nimble

Nimble is a comprehensive CRM platform designed to help businesses manage their customer relationships, streamline communication, and enhance productivity. It integrates with various social media channels and email services to provide a unified view of customer interactions.

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ClosedLoop AI

About ClosedLoop AI

ClosedLoop AI offers advanced AI solutions tailored for healthcare analytics, enabling organizations to leverage data-driven insights for improved patient outcomes and operational efficiency.

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