Support / FAQ

Nimble Integration with Quote Roller


Focus:
The focus of this document is to provide you steps on how to integrate Nimble into your Quote Roller Account.

What does the integration do? This integration will allow you to sync contacts from Nimble into Quote Roller.

Step 1: Login into Your Quote Roller Account.

Step 2: Click on Settings, then click on integrations. Find Nimble and click on the “Enable” button.

Settings - Integrations -Nimble

Step 3: Connecting Nimble with Quote Roller.
A. Login into your Nimble account and then click on “Authorize”.

Connect with Nimble

Step 4:  Once the integration has been completed, the next display will be with Quote Roller and now you can “Sync” your Nimble Contacts with Quote Roller.

Nimble Settings
A. Sync Contacts. Click the sync  button. After this has been completed, you will receive an email message from Quote Roller that the contacts have been imported. For your convenience with also provide you with a .TXT file of the contacts that were imported into Quote Roller.

Congratulations, you have successfully integrated your Nimble clients into Quote Roller!

Step 5:  Viewing your Nimble Clients in Quote Roller. Click on Clients. Any client that has the “Nimble” icon came from Nimble.

Client Nimble

Step 6: Re syncing and reviewing the last sync. If you ever need to re sync or obtain date/time of the last sync. This can be done under Clients > Import Contacts.

Clients - Import Contacts - Nimble

Have Questions, please feel free to contact us?
For faster support, please login into your Quote Roller account and click on the blue Help/Questions button found on the upper right of your account.

Posted in: Integrations