Nimble Make integrationAutomate Nimble with Make.
Can your CRM contacts and follow-up tasks run on their own? The Nimble Make integration gives you 7 modules: 1 trigger, 5 actions and 1 search. This guide is for sales and ops people new to Make, and it walks you from connection to a live first scenario.
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What can the Nimble Make integration do for you?
The Nimble Make integration links your Nimble account to Make, a visual tool where you chain apps together without code. You build a scenario (the automation itself) out of modules (single bricks such as a trigger or an action), and Make then watches, creates, updates or deletes contacts and tasks in Nimble for you.
No new lead without a follow-up. On each run, Watch Contacts picks up the contacts added to Nimble, and Create a Task drops a reminder for the rep who owns the lead. Nobody has to remember to open the CRM after a busy afternoon of calls.
A CRM fed by your other tools. A demo request lands in a form app: List Contacts checks whether the person is already in Nimble, then Update a Contact or Create a Contact keeps a single clean record instead of two half-filled ones.
Erasure requests handled end to end. When someone asks to be forgotten, Delete a Contact removes them from Nimble in the same run that updates your other lists.
The listed modules only cover contacts and tasks. For anything else in Nimble, Make an API Call reaches the rest of the API with the same connection. The docs give no numeric limit for this app, so your Make plan sets the pace; the Make pricing guide explains how operations are counted. If you are still choosing a tool, read n8n vs Make first, and if you would rather learn the editor properly, the Make training starts from zero.
How do you connect Nimble to Make?
- 01
Open a Nimble module
In a scenario, click the +, type Nimble in the search box and pick any of its modules, for example Watch Contacts. Make then asks for a connection, meaning your Nimble account linked once and reused by every Nimble module.
- 02
Create the connection
Click Create a connection. You can give it a name, which helps later if you link a second Nimble account, such as a colleague's account.
- 03
Authorize and save
Follow what Make shows next: either approve access on the Nimble page that opens, or paste the key Nimble gives you. Then click Save. The module fields unlock as soon as the connection works.
Your first scenario with Nimble
GoalWhen a new contact appears in Nimble, Make creates a follow-up task so the lead gets a call.
- 01
Create the scenario
From the Scenarios page, create a new scenario and click the big + to place your first module on the canvas.
- 02
Add Watch Contacts
Search for Nimble, choose Watch Contacts and select your connection, or click Create a connection if this is your first Nimble module.
- 03
Chain Create a Task
Click the + on the right of Watch Contacts, pick Create a Task, then map the contact data from Watch Contacts into the task text so each reminder says who to call.
- 04
Test with Run once
Add a test contact in Nimble, then click Run once. Open the bubbles above each module to read the bundles (the items passed along) and check the task in Nimble.
- 05
Schedule and switch on
Open the clock on Watch Contacts: a new scenario runs every 15 minutes by default. Keep that or change it, then switch the scenario on so it keeps going without you.
What starts a Nimble scenario
1 module starts a scenario when something happens in Nimble. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by Nimble as soon as it happens.
Watch Contacts
Scheduled triggerIn Make“Triggers when new contact is created.”
Watch Contacts picks up the contacts created in Nimble and hands them to your scenario. Every fresh contact becomes a bundle, one item that the next modules can read, so its details can flow into a task or another app.
What Make can do in Nimble
Nimble gives you 6 modules. For each one: what it does for you, when to reach for it, and what to watch out for.
Create a Contact
ActionIn Make“Creates a contact.”
Create a Contact writes a brand new record into Nimble from data another app hands over, so leads collected elsewhere stop waiting in a spreadsheet for someone to type them in.
Create a Task
ActionIn Make“Creates a task.”
With Create a Task, your team gets a to-do in Nimble when something happens elsewhere, instead of relying on memory or a sticky note on the screen.
Delete a Contact
ActionIn Make“Deletes a contact.”
Removing a person from Nimble through Delete a Contact keeps your CRM in line with requests you log somewhere else, without anyone hunting the record down manually.
Make an API Call
ActionIn Make“Performs an arbitrary authorized API call.”
Make an API Call is your way into the parts of Nimble that the other six modules skip: it can call any endpoint of the Nimble API while reusing the connection you already set up.
Update a Contact
ActionIn Make“Updates a contact.”
Update a Contact rewrites the details of a person who already exists in Nimble, which keeps one reliable record per person rather than a trail of near copies.
List Contacts
SearchIn Make“Returns a list of contacts.”
List Contacts is the search of this app: it looks through Nimble and returns zero, one or several contacts, each as its own bundle, ready for the next step.
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