Nimbata’s CRM integrations send call data to HubSpot, Salesforce, Zoho, Pipedrive, GoHighLevel, Microsoft Dynamics, Jobber or monday.com. You choose what Nimbata creates when a caller is not found in your CRM, and what it sends when the caller already exists. Each CRM has its own guide below.
How the CRM integrations work
Every CRM integration works the same way:
- Connect your CRM on its page under Integrations. The integration is configured at the project level, so make sure the right project is open.
- Choose what to create in Caller not found: the records Nimbata creates for a caller who is not in your CRM, and the call fields that fill them. Use Default Config fills in a recommended setup (every CRM except monday.com, where you pick your own boards).
- Choose what to update in Caller found: Nimbata looks the caller up by their Caller ID, and updates or adds to the records it finds.
- Test it with Send Test and Save, which runs a test call through your setup and writes to your CRM.
- Send calls with a workflow. A workflow with your CRM’s action decides which calls are sent: with no filter, every call; with filters, only the calls that match.
Detailed guide: Create a workflow
| CRM | A returning caller is matched against | Guide |
|---|---|---|
| HubSpot | Contacts, Companies, or both | HubSpot |
| Salesforce | Contacts, Leads, Accounts, or all | Salesforce |
| Zoho | Contacts, Leads, or all | Zoho |
| Pipedrive | Persons, Leads, or all | Pipedrive |
| GoHighLevel | Contacts | GoHighLevel |
| Microsoft Dynamics | Contacts, Leads, Accounts, or all | Microsoft Dynamics |
| Jobber | Clients | Jobber |
| monday.com | Items on one board, by the phone column you choose | monday.com |
HubSpot
Create contacts and inbound call activities for new callers, update the properties of existing contacts and companies, or submit calls to a HubSpot form.
Guide: HubSpot. To uninstall the app from HubSpot, see Remove the HubSpot app.
Salesforce
Create Leads, Events and other objects for new callers in your production or sandbox environment, and update existing records.
Guide: Salesforce
Zoho
Create Leads, Contacts, Accounts, Tasks or Call Activities in Zoho CRM for new callers, and log calls against existing records.
Guide: Zoho
Pipedrive
Create Persons and Notes for new callers, and update existing Persons and Leads.
Guide: Pipedrive
GoHighLevel
Create Contacts and Notes for new callers, and update existing contacts.
Guide: GoHighLevel
Microsoft Dynamics
Create Leads, Contacts, Accounts, Phone Calls or Tasks for new callers in the Dynamics 365 environment you choose, and update existing records or log calls against them.
Guide: Microsoft Dynamics
Jobber
Create clients, requests and client notes for new callers, and add notes or requests for existing clients. Jobber is not yet available on every Nimbata account.
Guide: Jobber
monday.com
Create and update items on your monday.com boards, and see each item’s calls inside monday.com. monday.com is not yet available on every Nimbata account.
Guide: monday.com