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Nimble Add-in for Outlook Overview

Learn how to be Nimble in Outlook on the desktop, web, and mobile

Nimble Customer Care avatar
Written by Nimble Customer Care
Updated over a week ago

Get Business Insights with the Nimble Add-in for Outlook!

Installation Overview Video

Nimble Add-In Overview 

In the app, you can see the following:

  1. Access all of your Nimble records from your Outlook inbox

  2. Automatic Matching of Social and Public Details for People & Companies

  3. Instant Business and Social Insights for People and Companies in Outlook

  4. Company Insights Including Biography, Industry, Number of Employees, Year Founded, Keywords, Company Type, Revenue, Ticker, CEO Name, Address and Phone

  5. People Insights Including; Persons Name, Company Name, Title, Biography, Location, Keywords, Work Experience, Education, Social Identities

How to log activities

Take action on Nimble contacts by creating follow up Notes, Tasks, Deals, or Events. Check out our example workflow of creating a follow-up call and assigning it to a team member. This is a great way to work with Nimble without disrupting your workflow with an additional window on your desktop. 

With the Add-In open on Outlook, select the plus + icon to take an action. You may create a Note, Task, Deal, or Event related to a Company or Person in Nimble.

Create a tasks

Choose Task from the menu list then fill out the form. Once you create your Task, it will appear on the contact record, assigned to the desired person. 

Create a Deal

To create a deal, click the "+" sign then choose "Deals". From here, you can name the deal, add the amount, expected close date, pipeline, stage, probability, and more.

When ready, click "Save deal". The deal will then display on the related contact record. You can click "Edit" to make any changes you need.

Tags and Custom Fields have been added to Deals on the Nimble Widget in Outlook to better track data unique to your business. Custom fields must be created in-app prior to utilizing them in the widget.

You can create custom fields for deals in-app by going to Settings >> Deals Pipeline and choosing the pipeline you would like to add custom fields to. Scroll down to add custom fields.

To learn more about Deals, take a look at the following: Nimble's Deal Feature Overview

Request "Live Profiles" to save time and gain insights on people and companies

Viewing Company Insights

Select the "Company" icon on the right-hand side of a record to see insights such as social profiles, industry, employee count, founding date, social keywords, CEO, company type, and revenue.

If you have any questions, please write us at, initiate a chat from this FAQ, or join one of our Nimble Onboarding and Best Practices sessions, held every weekday at 9 AM PT. 

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