Walkthroughs

Importing iPhone Contacts to Nimble

This is an overview of how to import your iPhone contacts over to Nimble. What you'll need: 1. An iCloud account. 2. Address Book for Mac Step 1. Make sure that contacts are synced to iCloud. On your iP...

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Nimble Tags Overview

Tags in Nimble help you organize your contacts into different groups. Tags allow you to label, group, and identify your contacts and activities. In your Contacts tab, Tags will appear to the left in al...

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Changing Custom Fields Data

Before you delete custom fields that will affect all contacts who have that field, you might want to consider another option. If it is simply your goal to change the data in a custom field, and have it apply t...

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Zapier and Nimble FAQ

We collected a list of common zaps and how to set them up. Click the links below to find the zap that's right for you: Wufoo MailChimp Evernote Google Contacts Gmail FullContact Automatically Create Nimble C...

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Logging Notes in Nimble

This is an overview of how to log notes on contacts and deals in Nimble. Please Note: If you are trying to import notes from another CRM, you will need to upload it through the "Description" field in a C...

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How to Migrate Data from HighRise to Nimble

This is an overview of how to migrate your Highrise data to Nimble. What can I migrate from Highrise? You may migrate your contacts to Nimble and their associated contact data. What won't I be able to migr...

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Migrating from Nutshell to Nimble

This is an overview of how to migrate your contacts from Nutshell to Nimble. 1. In Nutshell, go to Contacts >> All Contacts and select "Export" 2. This will trigger your browser to download a CSV exp...

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Migrating Contacts from Gist to Nimble

To migrate your data from Gist to Nimble, take the following steps: 1. Login to Gist.com and go to Account >> Account Settings and select "Export Data". 2. Choose Google Mail vCard format to export. ...

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Import Outlook Contacts to Nimble

This article lists the steps on how to import your Outlook contacts to Nimble. What Can I Upload from Outlook to Nimble? You may upload your contacts and their associated contact details to Nimble. We do not...

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Migrate Contacts from Salesforce to Nimble

This is an overview of how to migrate contacts from Salesforce to Nimble. What can I migrate from Salesforce? You may migrate your contacts to Nimble and their associated contact data. What won't I be able...

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