Integrating ActiveDEMAND with Nimble CRM

Supercharge Nimble - Accelerate your Sales

ActiveDEMAND provides a bi-directional connection Nimble CRM. ActiveDEMAND adds some killer features to Nimble:

Contact insertions
Click to call from within Nimble
Prospect Insights
Scheduled contact sync
Lead scoring
Automated task scheduling
Appointment scheduling
etc

As Nimble forces assignment of a lead to a specific sales person in Nimble, you will require at least one sales person in Nimble to have an account in ActiveDEMAND.

The Basics

ActiveDEMAND is used to market to prospects, nurture leads, and report on marketing/sales results. Not all data from ActiveDEMAND should go to Nimble ... there are many very early stage actions that a prospect may take that are not yet ready for sales engagement. Using Automation, you can determine which prospect activities are ready for Nimble and which are not.

The base case: Data flowing to Nimble from ActiveDEMAND happens when a prospect does something that ActiveDEMAND is tracking. For example, a prospect fills out a form, this could create a new deal in Nimble.

Note: The flow of data FROM ActiveDEMAND to Nimble is controlled in the Lead Processing workflows (Automation->Lead Processing).

If we can make the assumption that marketing 'assumes' a lot of things about a prospect, and that the sales people 'know' what is going on with a prospect, then we can assume that the data in Nimble is 'more accurate' than that in ActiveDEMAND. Thus when a contact updates in Nimble, we should tell ActiveDEMAND about the contact.

Note:Data flowing FROM Nimble to ActiveDEMAND is handled automatically using the Import Scheduler (Contacts->CRM Contact Updates).

The CRM Contact Update system sets up the connection between Nimble to ActiveDEMAND. It is not a scheduler ... there is a real-time update from Nimble to ActiveDEMAND whenever a contact is updated in Nimble.

Setting Up Nimble and ActiveDEMAND Communication

Steps 1-4 needs to be done for each sales person in your organisation who has a Nimble account.

In Nimble

Step 1:


Generate an API Token
The option to generate a new API token can be found in your Settings >> API Token. Select "Generate New Token" then describe your token. When you are ready, select "Generate".

You will be provided with an API token




Copy the API Token

In ActiveDEMAND

Step 1:

Browse to Administration->Account Settings. Click on the 'Integrations' tab..



Step 2:

Whenever a contact is pushed to Nimble from ActiveDEMAND, the standard and custom fields in ActiveDEMAND can be mapped to the standard/custom fields in Nimble. You must set this mapping up for ActiveDEMAND to know which fields to update in Nimble. In the Account Settings (Administration->Account Settings), scroll down to the Integrations Tab.



You can map ActiveDEMAND fields to Nimble Fields:




In ActiveDEMAND

Step 1:

In ActiveDEMAND, under Automation->Lead Processing you can customise your lead distribution and lead management. If you have access to the Sales Lead Notifications or Phone Call Sales Notification workflows, you now will see a new workflow item in the Workflow Actions.

NOTE: If your Sales Lead Notifications workflow is read only, send an email to support@leadintuition.co.uk, they will add the Nimble workflow element to your workflow for you.



This action will give you the ability to post/update a contact in Nimble.




In ActiveDEMAND


Importing Contacts From Nimble -> ActiveDEMAND

After Nimble has been linked to your account, importing contacts is easy. In ActiveDEMAND, browse to Contacts->Import Contacts. You should see an option for pulling contacts from Nimble:




You will be given full control over what to do if contacts exist, what fields map to what, etc.

Automatically update contacts in ActiveDEMAND from Nimble

One of the more powerful features of the ActiveDEMAND-Nimble integration is the ability to update contacts in ActiveDEMAND automatically. To automatically push changes from Nimble to ActiveDEMAND, use the contact import scheduler (Contacts->CRM Contact Updates ). Nimble will update ActiveDEMAND on a scheduled basis. The import scheduler filter system allows you to have full control over what gets data and which contacts are automatically updated in ActiveDEMAND.

Note: as with any import, ActiveDEMAND will never delete data as a result of an import. Most fields will 'update' as a result of an import with the exception of phone numbers and email addresses. As a contact can have more than one email address, an import will add email addresses and phone numbers to the existing list.

Automatically Schedule Tasks in Nimble

If you are looking to have marketing email sends and marketing email opens in Nimble, you will want to use the Activity Scheduler workflow item.


In ActiveDEMAND

In any workflow you can use automation to schedule tasks in Nimble. Drag the Nimble Task onto the workflow.

Click To Call

As ActiveDEMAND is a call tracking platform, you can do outbound call tracking from within Nimble.

Using the Chrome Extension

Install The Chrome Extension

In ActiveDEMAND

Step 1:
Buy at least on call tracking number. (Assets->Call Tracking Numbers).

In Nimble:

You do not have to do a thing!! You are set. No magic. Purchase a call tracking number in ActiveDEMAND and you are set.

Updated on: 04/11/2022