Turn an inbound conversation into an Affinity record, with the notes already attached.
Get more done with Tidio and Nimble integration
Log Tidio conversations to Nimble and see the contact's history before you reply.
No credit card required
Contact sales
Integration availability depends on your Tidio plan.
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Category
CRM
Integration availability depends on your Tidio plan.
Compare plans
Use cases
What you can do with Tidio and Nimble
Start with the relationship
The Nimble contact, company and last interaction mean the agent is not asking who this is.
Log activity without effort
Conversations are written to Nimble, so the record stays complete without anyone typing notes.
Answer with the deal in mind
A Nimble deal stage tells the agent whether this is a prospect or a paying customer.
Create contacts from chat
A visitor who leaves an email becomes a record instead of a lost conversation.
Overview
Nimble keeps the relationship: the contact, the company, the deals and every interaction attached to them. A chat is an interaction that usually never makes it there. Connecting Nimble to Tidio means the conversation is logged against the contact automatically, and the agent starts with the history, the deal stage and the last thing discussed. New contacts met in chat can be created with what they typed.
Key features
- Contact history in the chat The Nimble record and recent activity next to the thread.
- Conversations logged Each chat is written to Nimble as an activity.
- Contacts created from chat A new visitor becomes a Nimble contact with detail.
- Deal stage in view Answer in a way that fits where the deal is.
Nimble
CRM
Tags
CRM
Contact Sync
How it works
Connect Nimble in minutes
1
Connect Nimble and Tidio
Zapier, Integrately or Make links the two, or the Tidio API and the Nimble API talk directly.
2
Match on email
The email in the chat finds the Nimble contact. Create one when there is no match.
3
Log the conversation
Write a short activity rather than the whole transcript, and let Nimble keep the history.
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Get inbound chats into Close as leads while a rep can still answer in minutes.
Looking for customer service automation that fits your business?
We build custom API integrations to streamline your most important workflows.
Frequently asked questions
Common questions about the Nimble integration
Should the whole transcript go into Nimble?
A summary and a link work better. A CRM full of pasted transcripts becomes unreadable, and nobody scrolls a chat log to find the useful line. Log what happened, the outcome, and where to read the detail if somebody needs it later.
What happens with duplicate contacts?
Match before you create, on email first. Nimble has a merge operation for when it goes wrong, but the cheaper fix is a strict match rule and a policy of only creating a contact when there is an email address to key on.
Is the Nimble integration available on my plan?
Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the Nimble integration.