Nimble has teamed up with PhoneBurner to streamline your calling process. This partnership brings together PhoneBurner's powerful dialing capabilities with Nimble's prospecting CRM, empowering sales teams to reach 3 to 4 times more leads per hour.

With this integration, you can automate call logging, voicemail drops, and follow-up scheduling effortlessly. Additionally, it facilitates advancing contacts through Workflows pipelines, ensuring a seamless and efficient sales process.

In this article, our focus will be on ensuring seamless data synchronization between Nimble and PhoneBurner.

To learn how to set this integration, please take a look at the following:

Continuous two-way syncing ensures that any additions or modifications made to your contacts in one platform are automatically reflected in the other. This includes syncing contacts along with custom data fields.

The Nimble + PhoneBurner integration seamlessly syncs basic contact information like first and last names, phone numbers, and more. However, if you have additional details stored in custom fields, rest assured that these can also be synchronized with PhoneBurner.

To get started with syncing custom data fields, visit your Settings >> Integrations and click on the PhoneBurner integration. To learn how to set this integration, please take a look at the following:

In the Field Mapping section, map Nimble fields to PhoneBurner fields.

Choose Nimble Field and choose from the dropdown list. Then under the PhoneBurner Field, do the same. You'll need to create the field both in Nimble and PhoneBurner to ensure the data syncs.

You can map as many fields as you need. Just click "Add one more mapping". When you're ready, click "Save Mapping".

Learn how to create custom fields in Nimble here: Nimble Custom Data Fields

Learn how to create custom fields in PhoneBurner here: Custom Field Types and Mapping

The Custom Fields will appear on the PhoneBurner side when dialing.

Nimble and PhoneBurner can consistently sync field types such as dates, text, and selection options between platforms. This ensures that vital information remains readily available during calls, enhancing efficiency and effectiveness.

For instance, if you aim to monitor the last date you contacted someone, you can set up a custom field in PhoneBurner for this purpose. Then, by making a field with an identical name in Nimble, any information entered in these fields will be automatically shared and updated between both platforms.

If you have any questions, please write to 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.