Connect WhatConvert and Nimble
Integrate WhatConvert with Nimble to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular WhatConvert + Nimble flows
Start from a real workflow other teams are already running.
Choose a trigger
WhatConvert
When this happens...
When a new lead is created
When an existing lead is updated
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
Update Lead in WhatConvert when New Task in Nimble
Use this flowList Accounts from WhatConvert when New Task in Nimble
Use this flowCreate Lead in WhatConvert when New Task in Nimble
Use this flowList Users from WhatConvert when New Task in Nimble
Use this flowGet Leads from WhatConvert when New Task in Nimble
Use this flowGet Profiles from WhatConvert when New Task in Nimble
Use this flowFind or Create Lead in WhatConvert when New Task in Nimble
Use this flowCreate Task in Nimble when When a new lead is created in WhatConvert
Use this flowList Users from Nimble when When a new lead is created in WhatConvert
Use this flowList Contact in Nimble when When a new lead is created in WhatConvert
Use this flowSupported Triggers & Actions
Everything you can automate between WhatConvert and Nimble.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new lead is created
Runs the workflow automatically whenever a new lead is created in the account.
When an existing lead is updated
Runs the workflow automatically whenever any existing lead is updated (does not run when a lead is first created).
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 WhatConvert integrations.
Update Lead
Update an existing lead's contact, status, custom fields, or additional details.
List Accounts
List account details, optionally filtered by date range, sorted, and paginated.
Create Lead
Create a lead with contact, conversion attribution, and custom field details.
List Users
Retrieve a paginated list of users, optionally filtered by user type and sort order.
Get Leads
Find a specific lead by ID or list WhatConverts leads using filters and pagination.
Get Profiles
Retrieve profiles for an account, with optional pagination, date-range, and sorting.
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 WhatConvert
Lead tracking and marketing attribution software for agencies and businesses to capture, manage, and report on calls, forms, chats, and other conversions.
Learn moreSimilar apps
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 more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your WhatConvert 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 WhatConvert 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 WhatConvert triggers actions in Nimble, and a separate workflow where Nimble triggers actions in WhatConvert. 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 WhatConvert and Nimble. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire WhatConvert 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.
