Quick setup guide: completing your advanced Nimbata setup (Day 2)

Welcome back to Nimbata 👋

This guide will walk you through the advanced Day 2 setup.

Step 1. Connect your tools (CRMs, Ads platforms, messaging, email etc.)

Go to Integrations > Manage to view our list of integrations and connect Nimbata to the tools you already use. Click on the tool you wish to integrate and follow the setup instructions.

For detailed guides on integrating each one of your tools to Nimbata, read the following guides:

Google Ads: https://help.nimbata.com/en/article/google-ads-16qe443/

Google Analytics 4: https://help.nimbata.com/en/article/google-analytics-4-1l4tjvt/

Email notifications: https://help.nimbata.com/en/article/how-to-enable-and-configure-email-notifications-1tlmrc4/

Facebook Ads: https://help.nimbata.com/en/article/facebook-16g1ozm/

Google Sheets: https://help.nimbata.com/en/article/google-sheets-z5ts2k/

HubSpot: https://help.nimbata.com/en/article/hubspot-141ly5s/

Microsoft Ads: https://help.nimbata.com/en/article/microsoft-ads-1fo6h44/

Pipedrive: https://help.nimbata.com/en/article/pipedrive-2q1avy/

Slack: https://help.nimbata.com/en/article/slack-17erdkw/

Webhook: https://help.nimbata.com/en/article/webhook-1q5tw0i/

Zapier: https://help.nimbata.com/en/article/zapier-6nylv9/

Zoho: https://help.nimbata.com/en/article/zoho-znzh17/

Step 2. Create and enable your workflows (previously: automations)

Go to > Workflows.

Then, read our guide on how to use the Workflow Builder: https://help.nimbata.com/en/article/how-to-set-up-workflows-previously-automations-q8c5v5/

Use the Workflow Builder to set rules like:

If a call is marked as high-value, send a Slack alert.

If AI detects a sales opportunity, notify your CRM.

If a call includes a complaint, tag for follow-up.

Step 3. Analyze and optimize

Once your calls are flowing, it’s time to measure what’s working. Go to Analytics > Dashboard and use Nimbata's reports to:

View which channels deliver the most valuable calls
Analyze call intent and sentiment
Track revenue impact by keyword, ad, or campaign
Create clean dashboards to share performance

Step 4: Check everything works before launch

✅ Test your call flows and DNI script.

✅ Call your tracking numbers to confirm routing.

✅ Review your reports for data flow.

✅ Send a test call to your CRM or Ads platform.

🎉 That's it. Always remember to place test calls to ensure that everything works fine!

➡️ You need more? Nimbata offers a variety of native integrations with CRM, Marketing, Reporting, and Productivity integrations. Check out our integration here.

Updated on: 18/03/2026

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