A full 2-Way Sync: Get the most out of Nimble and Office 365

April 23, 2019
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Nimble is one of the best social CRMs around. Through a user-friendly interface, it enriches your contact information to help you build better relationships with customers and prospects. Nimble can be used as a stand-alone CRM or enhance the value of other business applications.

This CRM is the perfect complement for G Suite and Office 365. Within Nimble’s settings, you can choose to seamlessly track email communications, stay up-to-date with events, and even import the contacts from your Outlook address book into Nimble. This feature, however, only works one-way. That means that if you modify the information on Nimble, you won’t see the change reflected on your Office 365 address book. Need to keep these apps in sync rather than push data? That’s where PieSync steps in!

A 2-way sync between Nimble and Office 365/Outlook

Nimble and PieSync have an in-the-box integration to provide a 2-way contact sync solution with 160+ cloud-based applications, including Microsoft Office 365, Business Central, and many others.

You can access the PieSync dashboard within Nimble’s Settings under “third-party integrations” or in the Networks and Imports page. Once there, select “Contacts,” and then run a search for the app you’d like to connect with Nimble.

Wait… what’s a 2-way integration?

A 2-way integration or bi-direccional sync, implies that whenever you add or modify a contact’s information in either connected app, you’ll have it automatically up-to-date in the other, in real-time. No matter who entered the data or from which device.

Nimble-+outlook

The first time you create a sync between Nimble and Office 365, PieSync will consider the historical data of each app, and if you want, it will merge your duplicate contacts. Then, the software will be constantly checking for changes in either application to make sure the information is always up-to-date.

“Having the PieSync two-way data synchronization capability embedded in the Nimble platform delivers seamless connections between Nimble and over 160+ Saas based apps and truly extends the power of Nimble CRM,” said Ewout Meyns, Founder and CEO of PieSync. “This ensures that users have the most up to date contact information right where they need it most. Delivering the right data at the right time in the right app deepens and strengthens relationships with end customers.”

Try PieSync for free

Create your own workflow

PieSync offers you two features to optimize and customize the way your data is kept in sync between your applications.

The first one is called “Intelligent Sync,” and it allows you to set rules or conditions for the data to flow between apps. That means you can keep in sync any subset of contacts you have under a tag, label, list, category, etc. Keeping your segmentation across your different apps.

nimble

The second feature you might find useful, is what we call “custom mapping.” PieSync maps by default the classic information fields on each app (name, address, phone, email, etc.). Additionally, you can map any custom-made field you’ve created in either Outlook or Nimble.

nimble 2

The benefits

  • Keep in sync all the contacts’ insights collected by both application such as: name, phone, company name, title, biography, location, keywords, work experience, education, social identities, industry, company type, revenue, ticker, business address, and more.
  • Avoid duplicates and out-of-date customer and prospect information.
  • Save hours of time on manual data entry.
  • Share contacts from multiple accounts between the entire team.
  • Keep your one single segmentation in both Office 365 and Nimble.
  • Have access to a 360-degree view of your contacts from any device.

Microsoft Dynamics 365 Business Central is also available!

Another tool from the MS Dynamics 365 suite, you can easily integrate with Nimble via PieSync is Business Central. This connection will empower your business management tool with the unique social insights Nimble offers. The results? An immediate boost in your customer engagement.

Elevate Your Team’s Customer Engagement to Spectacular

On April 24th, you’ll have the opportunity to join Sarah Mouton, Partner Success Manager at PieSync and Jon Ferrara, CEO at Nimble for an interactive and practical webinar!

Learn how to manage interactions with customers and prospects more effectively by creating a simple, integrated relationship system with Nimble and PieSync. Join these experts and empower your team to engage contacts in much more personalized, informed ways.

Register now

About Claudia Martinez

Claudia helps the Marketing and Communications team to let our clients know what’s going on in PieSync by creating great content and managing our Social Media. She flew all the way from Venezuela to work with us. This retired surfer is full of energy and creativity.