Nimble
Close

Nimble and Close Integration

Seamlessly connect Nimble and Close to supercharge your sales and CRM workflows.

Explore Triggers and Actions

New Contact Created
Trigger new event when a contact is created.
Create Lead
Creates a lead.
Custom Action
Makes an arbitrary call to the Close API.
Search Leads
Search leads with a given field and word.
Update Lead
Updates a lead.

How it works

Add your support channel as a trigger
Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.
Connect your apps
Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.
Connect it to your tools
Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

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What can Ayudo do with Nimble and Close?

The Nimble and Close integration empowers your sales team by syncing contacts, communications, and activities between both platforms. Automatically enrich your Close CRM with Nimble's intelligent contact insights, streamline follow-ups, and keep your sales pipeline up-to-date without manual data entry. This integration ensures your team has a unified view of customer interactions, enabling smarter outreach and faster deal closures.

Connect
Nimble
and
Close
to streamline your company's workflows, automate tasks, and boost productivity.

Frequently asked questions

What data syncs between Nimble and Close?

Contacts, communication history, notes, and activities are synchronized between Nimble and Close to maintain consistency across both platforms.

How often does the integration update data?

Data synchronization occurs in real-time, ensuring your CRM and contact records are always up-to-date.

Can I customize which Nimble contacts sync to Close?

Yes, you can set filters and rules within the integration settings to control which contacts and data sync between Nimble and Close.

Is any coding required to set up the Nimble and Close integration?

No coding is necessary. The integration is designed for easy setup with step-by-step guidance and user-friendly controls.

Will the integration help improve my sales outreach?

Absolutely. By combining Nimble’s rich contact insights with Close’s powerful sales tools, your team can personalize outreach, track engagement, and close deals more efficiently.

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