Nimble
Nimble is a Customer Relationship Management platform that lets users interact with their customers by managing tasks, keeping track of deals, updating customer profiles, and managing contact lists.
Nimble Survey Integration: Use Cases
Nimble survey integration lets you elevate your customer experience management and manage your tasks productively. Create contacts and tasks from survey submissions and trigger a survey when a contact is created.
Create contacts from survey submissions
Create contacts in Nimble from survey submissions. Gather contacts through various survey forms and save yourself the effort of manually adding each contact with Nimble survey integration.
Create a task from survey submissions
Create a task from survey submissions. Submit daily plans and activities via survey responses and become organized using Nimble survey integration.
Trigger a survey when a contact is created
Trigger a survey when a contact is created. Interact with new customers and onboard them successfully using Nimble survey integration.
How to set up your Nimble Survey Integration
Zapier
Zapier is an online automation tool that connects your apps and services. You can connect two or more apps to automate repetitive tasks without coding or relying on developers to build the integration.
Trigger - New Survey Submission
Step 1: Choose App and Event - SurveySparrow and New Submission
Step 2: Choose Account - Sign in to your SurveySparrow account
Step 3: Customize Submission - Choose Survey
Step 4: Test the connection - Check Submission
Action - New Contact in Nimble
Step 1: Choose App and Event - Nimble and New Contact
Step 2: Choose Account - Sign in to your Nimble account
Step 3: Customize Contact: Tags, first name
Step 4: Find Data - Choose Sample data to Send
Step 5: Test the connection