Nimble webhooks allow you to automatically create and update contacts based on events from other applications. This makes it easy to keep your contact data in sync and streamline your workflows across tools like Shopify, QuickBooks, and ActiveCampaign.
With webhooks, information from external apps is sent directly to Nimble, where it can be used for contact management, group messaging, workflow automation, deal tracking, and follow-up reminders.
Table of Contents:
Getting Started with Webhooks
Webhooks are a great way to collect information about your contacts and leads. They can be used to sync contact information from different online platforms to your Nimble database.
To get started:
Navigate to Inbound >> Web Forms
Under the Forms list, click “New Web Form” (top left)
Select “Webhook endpoint”
Enter a name for your webhook
That's it! The form is now ready to accept data over webhooks. Just copy the URL below and paste it to the webhook provider.
Please note that Nimble currently accepts any JSON or XML payloads over webhooks. The data received will be saved and processed the same way as Web Forms.
Webhook Submission Settings
Now that the webhook is created, you can set up what will happen to submissions. To do this, click on Settings.
Under General Options, you can rename the webhook and set up additional statuses to apply to new submissions.
Under After Submit Actions, you can define what happens once a webhook form submission is received. You can automate the following actions:
Create Contacts on Form Submission - Automatically create a new contact in Nimble using the submitted data.
Post Submission Email - Send a custom email to the person who submitted the form (requires an email field in the submission).
Add Contacts to Workflows - Automatically add newly created contacts to a selected workflow.
Add to Email List - Add the submitted email address to a specific email list for future communication.
Add Contacts to Email Sequences - Automatically enroll the contact into an email sequence.
To ensure contacts are created automatically, make sure the following steps are completed:
Map Form Fields to Contacts: Nimble seamlessly transfers web form responses to designated contact fields, automatically generating these fields upon submission receipt.
Setup Contact Settings: Tailor your contact management preferences by selecting merge options to prevent duplicates, specifying privacy settings, assigning contact ownership, integrating with workflows or email sequences, and applying relevant tags.
Embedding Your Webhook
Once you have created your webhook, you'll see the option to copy your webhook URL. To locate this URL again, just visit your new webhook and click 'Share form':
Below are examples of how to configure your webhook in ActiveCampaign and Shopify. You can apply similar steps to other supported applications.
ActiveCampaign
To add your webhook to ActiveCampaign, take the following steps:
Sign in to your ActiveCampaign Account
Go to 'Settings' and click on Developer then choose 'Manage Webhooks'
At the top, click "Add a webhook" and choose the type
Fill out the fields and add the Nimble webhook URL to the ActiveCampaign URL field
When ready, click "Save"
Once the event triggers your webhook, the submission will sync to Nimble, and you'll promptly receive a notification.
Shopify
To add your webhook to Shopify, take the following steps:
1. Sign in to your Shopify admin
2. Go to 'Settings' and click on 'Notifications'
3. Scroll to 'Webhooks' and choose 'Create a Webhook'
4. Pick the event that will trigger the webhook from the dropdown menu and input the URL where you want Shopify to send it
5. When ready, click "Save"
Once the event triggers your webhook, the submission will sync to Nimble, and you'll promptly receive a notification.
Managing Your Webhooks
Once contacts have synced to Nimble using your webhook, you can view their responses by going to the Web Forms tab>>All responses:
You can also view the reports for Webhook forms under the Reports tab.
Webhook reports work similarly to Web Forms. To learn more about this, take a look at the following article: Nimble Web Forms Responses and Reporting Overview
Setting Up Notifications for Webhooks
For each individual webhook form, when you receive a new response, a notification can be sent to the following:
Email
Mobile
Popup within Nimble App
Browser/Desktop Notification
Just choose the notification method that works best for you - that’s all. From now on, whenever a new web form submission comes in, you’ll be notified through your selected option.
*** You’ll also need to set up default notifications for all web forms in Settings >> Notifications. Find “Web Form Notifications” and select how you want to be notified by checking one or more options.
You will also need to set up standard notifications for all web forms by going to Settings >> Notifications. Locate "Web Form Notifications". Select the way you would like to be notified by checking one or more boxes.
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.