​
Why use Nimble CRM?

Convertalk integrates with Nible CRM to streamline lead management and improve customer relationship processes. By combining Convertalk’s AI-powered chatbot with Nible CRM’s customer management tools, businesses can automatically capture leads, qualify prospects, and provide timely, personalized follow-ups. This integration ensures real-time updates, helping sales teams manage interactions efficiently and improve conversion rates.

​
Benefits of using Nimble CRM:

  • Automated Lead Capture: Instantly capture and qualify leads through chat interactions, syncing them directly into Nible CRM.
  • Seamless Data Sync: Keep customer information and interactions up-to-date in real-time across both Convertalk and Nible CRM.
  • Tailored Follow-Ups: Use insights from Nible CRM to personalize follow-up messages and improve engagement with leads.
  • Increased Sales Efficiency: Automate routine tasks like lead entry and follow-ups, freeing up sales teams to focus on closing deals.

​
Step 1 of 4: Login to Convertalk Account and Select Application to Integrate

  1. Login To Your Convertalk Account, Select The Bot You Want To Integrate With Nimble CRM.
  2. Now, Click The**‘integrate Tab.’**
  3. The Integrate Window Will Open Up. Make Sure You Are In The “All Integrations Tab.”
  4. A List Of All Native Integrations For Convertalk Will Be Available In This Window.
  5. Now find Nutshell CRMBy-
  6. Either Scrolling Down The List
  7. Or By Typing In ‘Nimble CRM’ In The Search Box With The Placeholder “Search Integration By Name.”
  8. Now Click On The ‘Connect’ button As Shown Below.

​
Step 2 of 4: Find your Authorization Key/Token in App Account

  1. To complete the process, you need to fill out:-
    • The API Token

  2. The API Token:-
    • On your Nutshell CRM dashboard, click the **Settings Option **(with the gear icon under settings). It will be on the leftmost side of your dashboard.

    • It will take you to your Account Settings.
    • Under Account Settings, navigate to the **API Tokens **tab.
    • Under the **API Tokens **tab, click on the Generate New Token button.

    • Now enter a name for your **API key **and click the Generate button.
    • Copy and paste the **API key on ** Convertalk.

​
Step 3 of 4: Enter Authorization Details and establish connection with your App

  1. After Filling Out The Details, Click Connect.
  2. Look For The Notification “Connected Successfully” For Confirmation.
  3. Also, your Nimble integration will show the message **Installed **in the Integration List.

​
Step 4 of 4: Test your Integration Set up with Data

Once you have established a connection between ** Convertalk** and Nimble CRM and complete the mapping, you are ready to go for your first test lead. You can test your integration setup by creating a dummy lead on the bot. This lead should appear in your Convertalk dashboard and theNimble CRM you have integrated.

​
Still Not Working, Let’s Troubleshoot!

If you are not getting dummy leads from your Bot to Ontraport CRM , it may be due to multiple reasons:
  • Wrong Authorization Details added- You will be required to check and see if all the authorization credentials such as API Token, API key, and/or URL has been entered correctly.
  • Free plan- You are not subscribed to the paid plan on Convertalk as integration works only with the paid plan.