Every meeting is an opportunity to build stronger relationships and move conversations forward. But what happens to all those valuable insights once the meeting ends?
Even with AI note-taking tools, transferring meeting summaries into your CRM and organizing follow-ups can take extra time. That's where Nimble's new Meeting Note Import feature comes in!
Connect your favorite AI meeting note-taking apps to Nimble and let your meeting information flow directly into your CRM. With meeting events automatically linked to existing contacts and new contact records created when needed, you can spend less time organizing information and more time building meaningful relationships.
Spend less time on manual data entry and more time building relationships!
*** Ready to get started? Follow our step-by-step guide, Getting Started with Meeting Note Import in Nimble, to set up your connection.
Table of contents:
How Does Meeting Note Import Work?
Nimble's Meeting Note Import feature connects your external AI note-taking app with Nimble, helping you turn meeting conversations into useful CRM information. Once your connection is set up, here's what happens:
Your meeting takes place. Your connected AI note-taking app captures the conversation and prepares the meeting notes.
Meeting information is sent to Nimble. Once the notes are ready, the connected tool automatically sends the meeting details to your Nimble account.
Nimble processes the information. Nimble AI analyzes the meeting details, identifies participants, and checks for matching contact records in your CRM.
Meeting events and contacts are organized automatically. Nimble creates a meeting event with the imported notes and associates it with the relevant contacts. If a participant doesn't already exist in your CRM, Nimble creates a new contact record.
Your meeting information is ready to review. You can access the meeting event, notes, and available transcript in Nimble, along with the related contact records.
Your meeting information doesn't just get imported into Nimble - it becomes part of your CRM, helping you keep track of conversations and the people involved.
What Can Meeting Note Import Do for You?
Meaningful relationships are built through conversations. Keeping track of those conversations helps you remember important details and stay prepared for what's next. Here's how Nimble's Meeting Note Import feature makes it easier:
Keep meeting information in one place. Access meeting notes, details, and available transcripts directly in Nimble whenever you need them.
Save time on manual work. Eliminate the need to copy and paste meeting notes or manually create meeting events in your CRM.
Keep contact records connected to your conversations. Automatically associate meeting events with existing contacts or create new contact records when needed.
Never lose track of important details. Revisit key discussion points, decisions, and key follow-up items captured during your meetings.
Stay prepared for future conversations. Review previous meeting notes from the related contact records to refresh your memory before your next interaction.
Connect your meeting app with Nimble. Bring information from supported AI note-taking tools into your CRM without switching between applications.
Which Meeting Note-Taking Tools Can You Connect?
Nimble supports a variety of AI meeting note-taking apps, including:
Fathom
Circleback
Read AI
Fellow
tl;dv
Krisp
Avoma
Grain
Otter.ai
Zoom AI Companion
You can find the available options under Settings >> Integrations >> Meeting Note Import. More on this in our support guide: Getting Started with Meeting Note Import in Nimble
Note: Depending on the meeting note-taking app you use, a specific subscription plan may be required to connect it with Nimble.
Who Can Benefit from Meeting Note Import?
Whether you're building customer relationships, managing projects, or collaborating with your team, Nimble’s Meeting Note Import helps you keep valuable conversations organized and connected to the people involved.
Here's how Meeting Note Import can support your day-to-day work:
Sales professionals can revisit discovery calls, customer requirements, and next steps while keeping meeting history connected to their prospects' contact records.
Customer success teams can keep track of customer feedback, important discussions, and follow-up commitments to provide more personalized support.
Consultants and service providers can easily reference client conversations, project updates, and key decisions without manually transferring meeting notes or updating contact records.
Teams using multiple tools can bring meeting information into Nimble, making it easier to access important insights and maintain a shared history of interactions.
These are just a few ways Nimble’s Meeting Note Import can make your work easier. No matter your role or industry, it helps you keep valuable conversations organized, maintain stronger relationships, and make the most of every interaction.
***
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.