Successful outreach goes beyond sending follow-up emails - it also requires tracking the right next actions.
With Nimble Email Sequences, activities such as tasks, calls, events, or custom activities can now be created automatically as contacts enter a sequence. This eliminates manual work and keeps every follow-up action aligned with the sequence itself.
The result is a smoother workflow where no action is ever missed.
*** Before moving forward, take a moment to review our support guides:
Table of Contents:
How to Set Up Activities with Email Sequences
To set up activities in your email sequence, take the following steps:
Go to the Outbound tab >> Sequences.
Click + New Sequence at the top if you haven’t created one yet, or choose an existing sequence to edit.
In the sequence settings, click Add and select Activity from the list.
*** Learn more about creating Email Sequences in our support guide: Set Up Email Sequences.
Choose the activity to happen either at the start of the sequence or after a message is sent.
You can create a task, call, event, or a custom activity:
*** Tip: Use tasks for to-dos that you or your teammates need to complete, calls for phone outreach, events for scheduled meetings or appointments, and custom activities to track anything that best fits your specific workflow.
When creating a task, call, or custom activity, you can choose which team member will be responsible for completing it. To assign a user, click the 'Assigned to' field and then ‘Add trigger field’ on the right to choose a specific team member:
When creating events you can add them to the Nimble calendar or your connected Outlook or Google calendar.
*** Learn more about connecting calendars in our support guide: Get Started: Setting up Calendars in Nimble.
Tracking Activities in Nimble
Once activities are created, you can track them on the related contact records, in the Activities tab, or on Nimble’s Today page.
To review activities on a contact record, check the Interactions section. You can access this directly from the Sequences tab by clicking a specific contact:
Like any other Nimble activities, activities created from Email Sequences can be reviewed on Nimble’s Today page by adding the appropriate widget:
They are also available under the Activities tab for easy management:
Why Use Activities with Email Sequences
With automatic activities, sequences become a fully tracked, results-oriented workflow that keeps both individuals and teams aligned.
Using activities with email sequences allows you to:
Save time – eliminate manual setup for follow-up actions.
Stay organized – every action is linked directly to the sequence.
Maintain consistency – all contacts follow the same structured workflow.
Assign actions efficiently – tasks and calls can automatically be assigned to the right team members.
Maintain engagement visibility – all follow-ups appear on contact records and in activity lists.
This ensures outreach is not only automated but also structured, actionable, and easy to manage, whether you’re working individually or as part of a team.
Learn More About Email Sequences
To ensure you use Nimble Email Sequences in the most efficient way, review the following support articles:
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Ready to set up Nimble Email Sequences for sending unlimited messages? Learn how here:
If you have any questions, please write us at care@nimble.com, initiate a chat from this FAQ, or join one of our Nimble Onboarding and Best Practices sessions, held every weekday at 9 AM PT.