Connect Nimble and OneHash CRM to Build Intelligent Automations

Choose a Trigger

Nimble

When this happens...

Choose an Action

OneHash CRM

Automatically do this!

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 Record

New Record

runs when new record is created

record is created or updated

record is created or updated

runs when record is created or updated

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 OneHash CRM?

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

Can we customize how data from Nimble is recorded in OneHash CRM?

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

How often does the data sync between Nimble and OneHash CRM?

The data sync between Nimble and OneHash CRM 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 OneHash CRM?

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 OneHash CRM?

Yes, you can set conditional logic to control the flow of data between Nimble and OneHash CRM. 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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OneHash CRM

About OneHash CRM

OneHash CRM is a comprehensive customer relationship management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, making it easier for businesses to build and maintain strong customer relationships.

Learn More