# Nimble

Nimble CRM integration with social enrichment, relationship tracking, and meeting intelligence for small business teams.

## When to Use This Connection

Use this connection when the user:
- Wants to combine social media intelligence with meeting insights
- Needs automatic contact enrichment from both social data and meetings
- Wants meeting interactions to build relationship history in Nimble
- Needs simple CRM with enterprise intelligence for small sales teams
- Wants social profiles to inform meeting preparation strategy

## What This Connection Does

Guide the user to Settings > Integrations > Nimble in their Demodesk dashboard at `https://demodesk.com/manage/settings/integrations/nimble`. The connection uses Nimble's OAuth 2.0 authorization — click "Connect Nimble" and authenticate with your Nimble account.

Once authenticated, the integration syncs contacts and deals between Demodesk and Nimble. Meeting attendees are matched to existing Nimble contacts by email, or new contacts are created with enriched profile data from both social data and meeting context. Nimble's automatic social profile enrichment combines with meeting intelligence to create rich relationship profiles — your team sees both the prospect's social presence and their meeting behavior in one place. Every completed meeting creates an activity in Nimble's unified timeline with AI-generated summaries attached. Deal pipeline tracking automatically advances opportunities based on meeting outcomes. Social listening signals in Nimble inform meeting preparation, while meeting results feed back to update relationship context.

For configuration, navigate to "Sync Settings" after connecting. Enable or disable automatic contact creation from meetings. Configure deal stage advancement rules. Set up which meeting outcomes trigger tasks or reminders. Enable group messaging triggers from meeting action items — for example, automatically adding follow-up reminders to your team group. The sync runs in real time. Monitor contact enrichment and deal progression in Nimble's dashboard.

Anti-Pattern: "Relying Only on Social Data"
Do not let social media profiles create a false sense of relationship knowledge. Social data shows what someone wants to appear as; meeting data shows who they actually are. Use both — prepare with social intelligence, validate during the meeting, and let Demodesk meeting signals correct or deepen your understanding of the prospect.

## Data Sync

| Entity | Direction | Details |
|--------|-----------|---------|
| Contacts | ↔ Bi-directional | Matched by email; enriched from meetings and social data |
| Companies | ↔ Bi-directional | Linked via Nimble relationships |
| Deals | ↔ Bi-directional | Deal advancement from meeting outcomes |
| Activities | → Demodesk to Nimble | Meetings logged to unified timeline |
| Social Profiles | → Nimble to Demodesk | Social context surfaces for meeting prep |

Sync is real-time. Social enrichment and meeting updates combined for complete relationship view.

## Example Prompts

- "Connect Nimble to Demodesk"
- "Show me this prospect's social profiles and meeting history"
- "Set up automatic deal advancement from qualified meetings"
- "How do I use social signals for meeting preparation?"
- "Configure group messaging triggers from action items"
