Nimble and Process Street Integration

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Automatically update Nimble CRM deals based on task completion in Process Street checklists. Latenode’s visual editor simplifies this, letting you add custom logic via JavaScript for nuanced sales pipeline management and affordable scaling.

Swap Apps

Nimble

Process Street

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Nimble and Process Street

Create a New Scenario to Connect Nimble and Process Street

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 Process Street will be your first step. To do this, click "Choose an app," find Nimble or Process Street, 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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Configure the Nimble

Click on the Nimble node to configure it. You can modify the Nimble URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Run node once

Add the Process Street Node

Next, click the plus (+) icon on the Nimble node, select Process Street from the list of available apps, and choose the action you need from the list of nodes within Process Street.

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Authenticate Process Street

Now, click the Process Street node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Process Street settings. Authentication allows you to use Process Street through Latenode.

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Configure the Nimble and Process Street Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Set Up the Nimble and Process Street 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, Process Street, 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 Process Street integration works as expected. Depending on your setup, data should flow between Nimble and Process Street (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 Process Street

Nimble + Process Street + Slack: When a deal in Nimble reaches a specific stage, a corresponding checklist is automatically created in Process Street. Upon the creation of this checklist, a notification is sent to the sales team via Slack to ensure immediate awareness and action.

Process Street + Nimble + Google Sheets: Log completed checklists in Process Street. Then, update the corresponding contact information in Nimble and record the completed checklist details in Google Sheets for tracking and analysis.

Nimble and Process Street 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.

About Process Street

Use Process Street in Latenode to run repeatable tasks like onboarding or reports as part of larger workflows. Automatically trigger actions in other apps (CRM, databases) when checklist items are completed, keeping processes moving. This avoids manual updates and ensures audit trails, all at Latenode's execution-based pricing.

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FAQ Nimble and Process Street

How can I connect my Nimble account to Process Street using Latenode?

To connect your Nimble account to Process Street 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 Process Street accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automate lead onboarding using Nimble and Process Street?

Yes, you can! Latenode allows automated workflows, instantly triggering Process Street checklists when new Nimble leads reach specific stages, saving time and boosting conversion.

What types of tasks can I perform by integrating Nimble with Process Street?

Integrating Nimble with Process Street allows you to perform various tasks, including:

  • Automatically creating Process Street checklists for new Nimble contacts.
  • Updating Nimble contacts based on Process Street checklist completion.
  • Triggering notifications in Process Street when a Nimble deal reaches a certain stage.
  • Generating custom reports combining data from Nimble and Process Street.
  • Automatically assigning tasks in Process Street based on Nimble contact attributes.

Can I use JavaScript code within my Nimble Latenode workflows?

Yes, Latenode supports JavaScript code blocks, so you can enrich Nimble integrations with custom logic and data transformations.

Are there any limitations to the Nimble and Process Street integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex Process Street logic may require more advanced configuration.
  • Real-time data synchronization depends on the APIs of both platforms.
  • Large data transfers might impact performance on lower-tier Latenode plans.

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