Nimble

Integration

Developed by Talkdesk

Updated 03/04/2021

Improve CX with our Integration to Nimble, the Simple, Smart CRM for Office 365 and G Suite Teams

Nimble is a top-rated CRM for small businesses. With this Talkdesk integration, you’ll be able to deliver more personalized and productive customer interactions by displaying relevant customer information when a call is connected, eliminating the need for agents to search multiple screens for the right data. It’s all on one screen. Automated workflows and two-way synchronization ensure maximum agent efficiency. And integration is a snap, with no programming needed!

Key features

Two-Way Data Synchronization

Talkdesk automatically synchronizes Nimble contacts and notes with Talkdesk in real-time. When agents have the most up-to-date information, they can better serve your customers’ needs.

Personalize Every Interaction

Talkdesk instantly displays a customer’s Nimble contact history and information when a call is connected. Agents can use this information to personalize interactions and provide optimal service.

Boost Agent Productivity

Save agents the inefficiency of switching between two applications with the ability to perform Nimble actions within Talkdesk. Agents will be able to create tasks and update notes without ever leaving Talkdesk.

Streamline Agent Workflow

Talkdesk’s automated workflows eliminate the need to manually enter data in two different systems. Save agents time by configuring certain Talkdesk events to automatically trigger Nimble actions.

Customized Information

Customize the data that is synchronized between Talkdesk and Nimble according to your business needs. When your systems are populated with the right information, your agents can focus on what matters most: fostering customer loyalty.

Quick and Easy Setup

Effortlessly configure the Talkdesk Nimble Integration - no programming required! All you need is your Nimble account information and you can synchronize data and instantly increase your team’s efficiency.

Additional information

Categories

Crm Sales & Marketing