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Automating tasks in your Nimble Integration

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With automated tasks, your agents can stay busy handling calls and avoid manually updating two systems. You can create the following rules (and more) to keep your agents busy work to a minimum:

  • When a new contact calls, create a new contact in Nimble
  • When a contact is updated in Talkdesk, update the contact in Nimble 
  • When an inbound call ends in Talkdesk, log a task in Nimble
  • When a voicemail is left in Talkdesk, log a task in Nimble
  • When a note is created in Talkdesk, create a note in Nimble

Automated tasks will help to streamline the support and sales process and enhance the quality of service that your team provides to customers. 

To configure an automated task, please follow these steps:

  • Log into your Talkdesk account as an Administrator.
  • Click the "Admin" tab. [1] 
  • Click on Integrations and click the Nimble “settings” button. [2] 
  • Click on “add new automated task”. [3] 
  • Customize the automated task according to your needs. [4]
  • Click on “save”.

Example:


Follow these steps to set up an automated task for missed calls in Talkdesk. When a call is missed, Talkdesk will automatically create a task in Nimble.

Select the trigger as “when a call is missed” [5] in Talkdesk then “log a task” [6] in Nimble. You can customize the information sent to Nimble by dragging the relevant fields into the text boxes, such as:

Subject: Missed call from {{contact_phone_number}} (drag the “caller’s number” trigger field) [7]

Caller’s name: {{contact.name}} (drag the “contact name” trigger field) [8]

Caller’s email: {{contact.email}} (drag the “contact email” trigger field) [9]

Due date: {{time.now}} (drag the “present time” field) [10]

Completed: True [11]

Important: True [12] 

Once finished, click “save” to activate the automated task. You can disable this trigger by turning it off [13] anytime.

 

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