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How to connect Nimble and CloudTalk
Create a New Scenario to Connect Nimble and CloudTalk
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Nimble, triggered by another scenario, or executed manually (for testing purposes). In most cases, Nimble or CloudTalk will be your first step. To do this, click "Choose an app," find Nimble or CloudTalk, and select the appropriate trigger to start the scenario.
Add the Nimble Node
Select the Nimble node from the app selection panel on the right.
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Add the CloudTalk Node
Next, click the plus (+) icon on the Nimble node, select CloudTalk from the list of available apps, and choose the action you need from the list of nodes within CloudTalk.
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Authenticate CloudTalk
Now, click the CloudTalk node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your CloudTalk settings. Authentication allows you to use CloudTalk through Latenode.
Configure the Nimble and CloudTalk Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Nimble and CloudTalk Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario
After configuring Nimble, CloudTalk, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Nimble and CloudTalk integration works as expected. Depending on your setup, data should flow between Nimble and CloudTalk (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Nimble and CloudTalk
CloudTalk + Nimble + Slack: When a new call is received in CloudTalk, this automation checks if the caller is already a contact in Nimble. If not, it creates a new contact. Regardless, it sends a notification to a Slack channel, including the call details and a link to the Nimble contact (if it exists or was created).
CloudTalk + Nimble + Google Sheets: Upon a new call in CloudTalk, the automation finds or creates a corresponding contact in Nimble. It then logs the call details and a summary in a Google Sheets spreadsheet for reporting purposes, including the Nimble contact ID.
Nimble and CloudTalk integration alternatives
About Nimble
Use Nimble within Latenode to enrich contact data and automate outreach. Update your CRM, personalize emails, and trigger follow-ups based on engagement—all visually. Latenode handles the workflow logic and scale, while Nimble provides targeted contact intelligence for smarter automation.
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About CloudTalk
Automate CloudTalk call and SMS data within Latenode. Trigger workflows on new calls, messages, or agent status changes. Update CRMs, send alerts, or generate reports automatically. Use Latenode's visual editor and data transformation tools to customize call center automations without complex coding, and scale your workflows efficiently.
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See how Latenode works
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FAQ Nimble and CloudTalk
How can I connect my Nimble account to CloudTalk using Latenode?
To connect your Nimble account to CloudTalk on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Nimble and click on "Connect".
- Authenticate your Nimble and CloudTalk accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Nimble contacts from CloudTalk calls?
Yes, you can! Latenode allows you to automate contact creation in Nimble based on CloudTalk call data. This ensures no lead is missed, streamlining sales and improving follow-up.
What types of tasks can I perform by integrating Nimble with CloudTalk?
Integrating Nimble with CloudTalk allows you to perform various tasks, including:
- Create or update Nimble contacts after a CloudTalk call ends.
- Log CloudTalk call details within corresponding Nimble contact records.
- Trigger SMS messages via CloudTalk when a Nimble deal stage changes.
- Automatically assign Nimble tasks based on CloudTalk call outcomes.
- Synchronize contact data between Nimble and CloudTalk in real-time.
How can I trigger Latenode workflows based on Nimble events?
Latenode uses webhooks to trigger workflows. When an event occurs in Nimble, it sends data to Latenode, which then executes your defined automation.
Are there any limitations to the Nimble and CloudTalk integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time synchronization depends on Nimble and CloudTalk API availability.
- Complex data transformations might require JavaScript knowledge.
- Historical data migration requires custom implementation.
