Follow these steps to activate the Talkdesk and Nimble integration:
Note: If you are in Talkdesk Workspace, you can access the integration and all features described below by navigating to the Talkdesk Builder app. For more information, please refer to this article.
1. Log in to your Talkdesk account as an Administrator and click on Admin [1].
2. Select the Integrations [2] tab.
3. Click on Add New Integration [3].
4. Navigate to the Nimble integration and click on Add Integration [4].
You will now have to fill out the form with your Nimble details.
5. Select the appropriate boxes [5] to synchronize contacts, interactions and conversation history.
6. Click on Connect Nimble [6]. This action will redirect you to the login page of Nimble.
7. Enter your Nimble account name and login information.
8. In the next window, click on Authorize [7].
The Talkdesk and Nimble integration is now complete. You can start adding your automations.