Coefficient's Nimble CRM connector allows you to always work with up-to-date Nimble CRM data without manual exports. Schedule your imports to automate data entry from Nimble CRM's deals, pipelines, contacts, companies, and other objects into your spreadsheet/workbook.
Schedule your Import, Snapshots, and Add Automations
FAQs for Nimble CRM Integration
Connecting to Nimble CRM
When you begin a Nimble CRM import for the first time, you will need to go through a few steps to connect to Nimble CRM as a data source for Coefficient.
|
1. Open the Coefficient Sidebar and click the Menu. |
2. Select “Connected Sources”. |
3. Select “Add Connection” at the bottom and then “Connect” to Nimble CRM. |
|
4. Generate an API Key for your account in Nimble CRM. ℹ️ NOTE: If an API Key is not yet created for your account, navigate to your Nimble CRM account, click your profile icon in the top right, and go to Settings. Under API Tokens, click Generate new token and copy it. Please see the Nimble CRM API documentation for details. |
5. Enter the API Key generated from your Nimble CRM account and click Connect. |
6. When successful, you can proceed with creating an import by clicking the "Import data..." button at the bottom. |
Import from Nimble CRM
|
1. Open the Coefficient Sidebar and click on the “Import from…” button. |
2. Select “Nimble CRM” from the list. |
|
3. Enter a clear and specific prompt describing your request for the data you need from Nimble CRM. |
4. Fields relating to your request will appear in the sidebar for you to select/unselect to include in your import. Click on "Add fields" to show all available fields. Click "Import" to proceed. |
5. Please allow a moment for the agent to generate your import. (The results will appear shortly.) Congratulations on creating your first Nimble CRM import through the agent chat! 🎉
Schedule your Import, Snapshots, and Add Automations
Once you have pulled your data into your spreadsheet using Coefficient, you can set up the following:
FAQs for Nimble CRM Integration
How can I update or add filters to refine the data in my Nimble CRM import?
|
To edit your import, open it from the sidebar and click “Edit this import” under the summary section (see screenshot). From there, enter a new prompt in the agent chat describing the updates you’d like to make (such as adding filters or adjusting sorting). |
Can I schedule my import for auto-refresh after it has been created by the agent?
Yes, once your import has been created by the agent, you can schedule it to auto-refresh from the “Refresh Schedule” section in the sidebar.
How can I update the API key for my Nimble CRM data source connection?
When you edit your import and open the Agent Chat, the AI will automatically detect if your API key is no longer valid. If needed, you’ll be prompted within the chat to update or enter a new API key.
How can I provide feedback about my experience with the agent chat?
|
After your import is created, a prompt will appear in the sidebar allowing you to share your experience with the agent by selecting like or dislike. Your feedback helps us continue to improve the experience. 🙏🏼 |