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Nimble's Webhook Forms Feature
Nimble's Webhook Forms Feature
Ionia avatar
Written by Ionia
Updated over 2 months ago

Unlock seamless communication between Nimble and other software applications effortlessly with Nimble's webhooks. This powerful new feature enables apps to automatically create contacts in Nimble in response to specific events, fostering smooth integration and automation. By facilitating the swift sharing of information across diverse online platforms such as Shopify, Quickbooks, and ActiveCampaign, webhooks streamline workflows and boost productivity with ease.

You may have contacts sync to Nimble from other apps to allow for personalized group messaging and seamless contact synchronization. Easily engage with contacts on a more personal level, track them in workflows, manage sales with our deals feature, and set follow-up reminders for enhanced engagement.

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, open Nimble and visit your Webform tab. At the top, choose "New Web Form" then select "Webhook". You'll then be able to name your form.

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.

Setting up contact creation

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 Create Contacts, you can toggle the switch to the left. This will allow you to automatically create new submissions as contacts in Nimble.

You can then choose to:

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.

Notifications

To configure notifications, navigate to your webhook and click on "Notification Settings". Here, you'll find a range of notification options available in Nimble for alerting you about new submissions.

Simply select your preferred notification method(s) from the list below and click 'Save'.

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 then choose "Connection Details".

Here are two examples of embedding your webhook in ActiveCampaign and Shopify:

These are just three examples but Nimble's webhooks can be used with hundreds of other web apps.

ActiveCampaign

To add your webhook to ActiveCampaign, take the following steps:

  1. Sign in to your ActiveCampaign Account

  2. Go to 'Settings' and click on Developer then choose 'Manage Webhooks'

  3. At the top, click "Add a webhook" and choose the type

  4. Fill out the fields and add the Nimble webhook URL to the ActiveCampaign URL field

  5. 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
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Once contacts have synced to Nimble using your webhook, you can view their responses by going to the Web Forms tab and selecting the specific form from the list. This will allow you to see all of the information of the individuals who synced.

Webhook reports work similarly to Web Forms. To learn more about this, take a look at the following article: Reports for Web Forms

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.

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