Nimble

Connect AI agents to Nimble, the social relationship CRM. Agents look up contacts by email before creating duplicates, enrich people and companies with tags and notes, log activities, schedule follow-up tasks, and move deals through their pipelines.

24 actions OAuth available

Nimble website ↗ Platform Documentation ↗ Capability data verified 2026-07-27

A booked meeting arrives for a prospect

Find Contact by Email verifies the prospect exists in Nimble

Create Contact adds them with company and detail fields if new

Create Activity logs the meeting against the contact

Create Task schedules the post-meeting follow-up for the owner

Deal owner pinged with the contact's history and open deals

Owner decides whether Create Deal opens a pipeline opportunity

What This Integration Enables

Nimble's pitch is the relationship record, and relationship data has a short half-life: it is accurate for exactly as long as someone keeps logging. This integration hands that discipline to agents. They look up contacts by email before creating anything, so duplicates never take root, then keep the record alive: tagging and noting contacts as conversations happen, logging calls, meetings, and emails as activities, and creating follow-up tasks with owners and due dates the moment an interaction qualifies for one. Deals open in the right pipeline and stage and advance as the underlying events occur, not when someone remembers to drag a card. The division of labor is deliberate. Agents maintain the record and surface what needs attention; people make the relationship calls, including the destructive ones. Deletes in Nimble are permanent, so cleanup runs as a [human-in-the-loop](/concepts/human-in-the-loop/) review rather than an automated sweep. Connector capabilities are built and verified against Nimble's official API.

Without FlowRunner

Relationships in heads Who talked to whom last lives in inboxes and memory

Logging as a chore Activities and notes get written up on Fridays, or never

A pipeline full of ghosts Stale deals sit in stages for quarters because deleting feels risky

With FlowRunner

A record that keeps itself Meetings, calls, and notes land on the right contact as they happen

Follow-ups that exist Every qualified interaction produces a task with an owner and a date

Cleanup with a decision trail Stale deals get audited and retired only after the owner signs off

Use Case Scenarios

Every booked meeting builds the record

An invitee books through [Calendly](/integrations/calendly). The agent runs Find Contact by Email; if the prospect is new, Create Contact adds them with company and contact fields assembled into Nimble's field structure automatically. Create Activity logs the booked meeting against the contact and Create Task schedules the follow-up for the owner. The owner gets a ping with the contact's history and any open deals, and decides whether this conversation deserves a pipeline entry via Create Deal. By the time the meeting starts, the CRM already knows about it.

New customers arrive deduplicated and segmented

A new customer appears in [Shopify](/integrations/shopify). The agent checks Find Contact by Email, creates or updates the record, and applies Set Contact Tags to place the buyer in the right segment. Create Contact Note captures the order context where the next person will actually look. When the same buyer shows up again through a different channel, the email check routes the update to the existing record instead of minting a duplicate.

A pipeline review that ends with a cleaner pipeline

Before the quarterly review, an agent pulls List Deals and flags opportunities that have sat in the same stage past their expected close date with no logged activity. It appends the full pipeline to a report with [Google Sheets](/integrations/google-sheets) and posts a summary to the sales channel in [Slack](/integrations/slack): what moved, what stalled, and which stale deals it recommends retiring. The sales lead decides each stale deal's fate: push the close date, mark it lost, or delete it. The agent executes only what was decided.

Human-in-Loop Highlight

Delete Deal permanently removes an opportunity from its pipeline, and with it the trace of what was tried and why it stalled. That history is exactly what the next rep needs when the account comes back around, so the cleanup agent never deletes a deal on staleness alone. It builds the case per deal: stage, value, expected close date, days since the last logged activity, and the linked contact. Then it asks the sales lead: "4 deals have sat past their close date with no activity this quarter, worth $23,400 combined. For each: push the close date, mark lost and keep the record, or delete permanently?" Marking lost preserves the history; deleting destroys it. The agent makes the review take five minutes. The person decides what the pipeline forgets.

Agent processes routinely

Detects exception requiring judgment

Clear match Continues automatically

Ambiguous Routes to human via preferred channel

Human decides

Agent resumes with decision

Agent Capabilities

24 actions

Account

Get Current User Retrieves the authenticated user and company details, plan, and settings. Used to validate the connection before workflows run.

Contacts

List Contacts Retrieves people and companies with keyword search, advanced JSON query filtering, tag and record type filters, and pagination. Used for segment builds and hygiene sweeps.
Get Contact Retrieves a contact's full record including all fields, tags, and metadata. Used before updates and relationship decisions.
Find Contact by Email Searches contacts by email address. The dedup check that runs before every create.
Create Contact Creates a person or company from a flat field object, assembled into Nimble's value and modifier structure automatically. Used to register new prospects and customers at the source.
Update Contact Updates a contact's fields by ID; only provided fields change. Used to keep records current as facts change upstream.
Delete Contact Permanently deletes a person or company record and its associated data. Cannot be undone; runs only in reviewed cleanup.
Set Contact Tags Replaces a contact's tag assignment with the provided list, creating new tags as needed. Used for segmentation the moment a contact qualifies.

Notes

List Contact Notes Retrieves a contact's notes in reverse chronological order. Used to load context before outreach.
Create Contact Note Adds a timestamped note to a contact. Used to log conversation summaries and agent decisions where the team will see them.
Update Contact Note Updates an existing note's text. Used for corrections.
Delete Contact Note Permanently deletes a note from a contact. Reviewed cleanup only.

Tasks

List Tasks Retrieves tasks with due date and completion filtering. Used to find open follow-ups before creating duplicates.
Get Task Retrieves a task's subject, due date, status, and linked contacts or deals.
Create Task Creates a to-do with a subject, due date, and links to a contact or deal. The action that turns a qualified interaction into scheduled work.
Update Task Updates a task or marks it completed. Used to close the loop when the follow-up happens.
Delete Task Permanently deletes a task. Reviewed cleanup only.

Activities

List Activities Retrieves logged calls, meetings, and emails with type filtering. Used to measure real engagement on an account.
Create Activity Logs a call, meeting, or email against a contact. The action that keeps interaction history true without anyone writing it up.

Deals

List Deals Retrieves deals with pipeline and stage filtering. Used for pipeline snapshots and staleness audits.
Get Deal Retrieves a deal's name, value, pipeline, stage, contacts, and expected close date.
Create Deal Opens a deal in a chosen pipeline and stage with value and close date. Used when a person decides a conversation deserves pipeline space.
Update Deal Advances a deal's stage or adjusts its value and close date. Used to keep the board aligned with reality.
Delete Deal Permanently removes an opportunity and its history from the pipeline. The gated action in this connector: every deletion is an explicit human decision.

Frequently Asked Questions

What can FlowRunner do with Nimble?

FlowRunner agents can run Get Current User, List Contacts, and Get Contact in Nimble, plus 21 more actions.

Does connecting Nimble to FlowRunner require OAuth?

Yes. Nimble connects to FlowRunner with OAuth 2.0, so agents authenticate without handling raw credentials.

Can Nimble trigger a FlowRunner workflow automatically?

Nimble doesn't currently expose triggers in FlowRunner. It connects as an action step inside workflows started by another trigger.

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