One of the first steps to getting started in Nimble is connecting your Google and/or Microsoft 365 inboxes, calendars, and syncing contacts to Nimble. When you do this, you can set up periodic sync for your contacts.
This feature enables you to sync your contacts once or create a periodic sync where your contacts are automatically imported on a weekly basis.
To learn more about setting up your Nimble account, take a look at the following support article: Getting Started in Nimble
During onboarding...
If you are new to Nimble, you'll see the option to create this periodic sync during account setup.
Choose either your Microsoft 365 or your Gmail/Google Workspace. Once you choose to connect, you'll be prompted to sign in to your account, and from here, you can import your contacts.
You'll have five options during this step:
Assign a contact owner
Set contact privacy
Choose a contact group to import
Tag the group of contacts
Choose to automatically sync the contacts one time or weekly
When you choose to sync contacts weekly, new contacts will automatically sync. Duplicates are avoided as Nimble will sync on Google and/or Microsoft ID, then email, then first name + last name.
Email Settings
The option to sync contacts weekly is also visible in Settings >> Email Settings. If you are an existing Nimble user, you may already have an email account connected. To turn on auto-sync, just click the toggle.
You will then see the same screens as mentioned before, with the option to choose a contact group to sync along with the ability to sync weekly.
You may stop the sync at any time by clicking the toggle. You may also force sync or edit your selection by clicking the 3 dots.
When you add a new Google or Microsoft account these options will be available.
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.