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Interact + Nimble

Create tasks in Nimble for new leads in Interact

Effortlessly manage your leads and tasks with this workflow connecting Interact and Nimble. When you receive a new lead in Interact, this automation will create a task for that lead in Nimble, ensuring you stay on top of your to-do list and nurture leads effectively. Streamline your lead management and prioritize your tasks with ease using this seamless integration.

Effortlessly manage your leads and tasks with this workflow connecting Interact and Nimble. When you receive a new lead in Interact, this automation will create a task for that lead in Nimble, ensuring you stay on top of your to-do list and nurture leads effectively. Streamline your lead management and prioritize your tasks with ease using this seamless integration.

  1. When this happens...
    InteractInteract
    New Lead

    Triggers when a new lead is collected from quiz.

    TriggerInstant
  2. automatically do this!
    NimbleNimble
    Create Task

    Create a new task.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • QuizRequired

    Trigger
    Instant
    Try It
    • Tags

    • First Note

    • First Note Preview

    Action
    Write
  • Nimble triggers, actions, and search

    New Contact

    Triggers when you add a new contact.

    Trigger
    Scheduled
    Try It
    • SubjectRequired

    • Notes

    • Due Date

    Action
    Write
interact logo
interact logo

About Interact

Create quizzes to generate leads with Interact. Send those leads directly into your marketing automation or CRM platform.
Learn moreHelp

Related categories

  • Forms & Surveys

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nimble logo
nimble logo

About Nimble

Social CRM Simplified. With Nimble’s social CRM, easily manage all your contacts, communications, activities and sales in one single place.

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