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Nimble

CRM (Customer Relationship Management)

Create Tasks in Nimble when New Contacts are Added

When you add new contacts to your Nimble contact record, this Zapier automation will automatically create a new task in Nimble. You can use the tasks to remind yourself to send additional info to the contact, or followup on them. It allows you prioritize tasks and avoid missing important opportunities.

When you add new contacts to your Nimble contact record, this Zapier automation will automatically create a new task in Nimble. You can use the tasks to remind yourself to send additional info to the contact, or followup on them. It allows you prioritize tasks and avoid missing important opportunities.

  1. When this happens...
    NimbleNimble
    New Contact

    Triggers when you add a new contact.

    TriggerScheduled
  2. automatically do this!
    NimbleNimble
    Create Task

    Create a new task.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Nimble triggers, actions, and search

    New Contact

    Triggers when you add a new contact.

    Trigger
    Scheduled
    Try It
    • SubjectRequired

    • Notes

    • Due Date

    Action
    Write
    • Tags

    • First Note

    • First Note Preview

    Action
    Write
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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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Related categories

  • CRM (Customer Relationship Management)

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