Integrate Nimble with Phoneburner to streamline your communication processes and supercharge your productivity. While making calls is essential, the time-consuming and challenging task of logging and scheduling follow-ups often gets overlooked. This can lead to confusion among team members, leaving them uncertain about customer engagement.

This integration empowers users to automate workflows, triggering actions such as advancing a contact's stage, logging a call, or even scheduling follow-ups. Automating this sales process frees up your team to prioritize vital tasks and ensures that every interaction is recorded and followed up efficiently.

Whether you're a sales professional, a customer service representative, or a business owner striving to enhance your team's efficiency, this integration empowers you to make and log calls effortlessly, ultimately enhancing productivity and driving success.

Enable the PhoneBurner Integration

Setting up Automations in Workflows

Using the PhoneBurner Integration
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Begin by navigating to your Settings >> Integrations page and selecting 'Enable' for the PhoneBurner integration.

To generate a token for Nimble use the following URL after signing into your account. Copy-paste your PhoneBurner token.

To fully utilize the integration, you'll need to incorporate call status values into specific workflow fields.

To locate your Call Status Values, log into your PhoneBurner account and navigate to Settings >> Dial Sessions, then select "Dispositions". Any buttons listed here can be entered as values within the Workflow.
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With the integration successfully enabled, proceed to your Workflows tab and select a workflow, then click on 'Manage Automations'.

Next, click on 'New Automation'. From there, you can configure when actions take place. Select the 'PhoneBurner Call Done' trigger and specify a value next to 'Call Status'. For instance, you could input 'No Answer' to indicate that the person did not pick up.

Following that, select an action to take place upon triggering. For example, you might opt for "Add or Move Contact in Workflow," advancing the contact card to the next stage when triggered.

In the subsequent step, specify the stage to which the contact card is moved. In this illustration, the stage 'Attempting Contact' has been chosen.

Finally, you have the option to "Add another action" or "Finalize Automation."

Additional actions may involve creating activities, such as logging a call on the contact record after a call is placed.

After setting up the automation, navigate to the Workflow and switch to the List view. Choose the contact(s) you wish to call.

At the top, select the option to "Create Dial Session." This will launch PhoneBurner, allowing you to place your call. Allow access to your mic and once ready click "Start Dialing".

Before concluding the call, ensure to select the Call Status Value at the bottom. This action will prompt an update for the contact in Nimble.

With the Automations configured, the contact was seamlessly transitioned to the 'Attempting Contact' stage within the Workflow, and the call was efficiently logged on the contact record.

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.