Connect Espo CRM and Nimble to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
Lead Status Updated
Choose an Action
Automatically do this!
Create Task
List Users
List Contact
List contacts proceeding providers
List all available metadata for company fields
List contacts pipelines
List column catalogue
List deal standard and pipelines fields
Ready to use Espo CRM and Nimble automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Runs when New Lead Is Created
Lead Status Updated
Runs when Lead Status Updated
New Contact
Triggers when a new contact is added to Nimble.
New Task
Triggers when a new task is added to Nimble.
Do thisActions
Action is the task that follows automatically within your Espo CRM integrations.
Create Lead
Create a new lead using contact and address details.
Get Lead
Fetches Lead details by an ID.
Update Lead
Update lead details.
Find Leads by Text Filter
Find leads that match a text filter.
Create Task
Create a new task.
List Users
Get all Users
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Frequently Asked Questions
To start, connect both your Espo CRM and Nimble accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in Nimble (or vice versa).
Absolutely. You can customize how Espo CRM data is recorded in Nimble. This includes choosing which data fields go into which fields of Nimble, setting up custom formats, and filtering out unwanted information.
The data sync between Espo CRM and Nimble typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Espo CRM and Nimble. 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.
About Espo CRM
Espo CRM is a versatile customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and marketing efforts efficiently. It offers a range of features including contact management, sales automation, and analytics to enhance customer engagement and drive business growth.
Learn MoreAbout 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.
Learn More
