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Integrating Nimble CRM with your Freshdesk account will allow you to access additional contact information about a client from Nimble, through your helpdesk.
To install the Nimble CRM app, follow these steps:
Login to your support portal.
Click on the Admin tab.
Go to Helpdesk Productivity > Apps.
- Click on "Get More Apps" and select Nimble.
- Click on Install.
Enter your Nimble CRM credentials in the authentication page and click on Sign in.
- You will be asked to authorize Freshdesk to access your Nimble account. Click on Authorize.
And you're good to go!
This is what the integration will look like:
Now your contact information on Nimble can be accessed right from within Freshdesk. You can fetch the information by clicking on the Nimble Icon under Requestor Info.