Connect Nutshell and Nimble
Integrate Nutshell with Nimble to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Nutshell + Nimble flows
Start from a real workflow other teams are already running.
Choose a trigger
Nutshell
When this happens...
New Lead Created
New Lead Marked Won
Choose an action
Nimble
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
Find User in Nutshell when New Contact in Nimble
Use this flowList Users in Nutshell when New Contact in Nimble
Use this flowList Account in Nutshell when New Contact in Nimble
Use this flowList Account Type in Nutshell when New Contact in Nimble
Use this flowList Activities in Nutshell when New Contact in Nimble
Use this flowList Activity Types in Nutshell when New Contact in Nimble
Use this flowList Custom Fields For Leads from Nutshell when New Contact in Nimble
Use this flowList Items For Leads in Nutshell when New Contact in Nimble
Use this flowList Contacts in Nutshell when New Contact in Nimble
Use this flowList Applicable Custom Fields in Nutshell when New Contact in Nimble
Use this flowSupported Triggers & Actions
Everything you can automate between Nutshell and Nimble.
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead Created
Runs when a new lead is created in Nutshell, within a configurable polling window.
New Lead Marked Won
Runs when a lead is marked won within a chosen time window.
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 Nutshell integrations.
Find User
Finds an existing User by email.
Create Company
Creates a new Company.
List Users
Get list of users
List Account
Get all accounts and associated data in your Nutshell instance.
List Account Type
Get a list of all account types in a Nutshell instance.
List Activities
List all activities.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Nutshell
Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.
Learn more
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.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Nutshell and Nimble accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Nutshell and Nimble as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Nimble. No coding required.
Yes. You can set up a workflow where Nutshell triggers actions in Nimble, and a separate workflow where Nimble triggers actions in Nutshell. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Nutshell and Nimble. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Nutshell and Nimble integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
