What Nimble CRM Data Can Be Synced?
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Bedrock Data can Create, Read and Update data for the following objects. In parentheses is the name given by Nimble CRM for an object if different then the Bedrock name.
Click on the Action to learn more about what these actions mean.
Depending on the other systems you are integrating, you may not always be able to Create and Update data for all of the above objects. When you click on Auto-Generate Mappings in the Mapping screen, if any of the above objects do not have a Mapping option, you'll only be able to Read the data from this Object. So you'll still be able to map the data from these Objects over to the other system, it will just be Read-Only. Learn more about how to sync data through related objects when they are read-only.
- Custom fields are supported by Bedrock.
- Syncing contact and company data between Nimble and an automated marketing system.
- Deals are not currently supported by Bedrock.
- Company name is a required field to create new contacts. Company name needs to be mapped on both the contact and the contact>company.
Now that you know what type of data you can sync, time to start mapping your fields. Click here to learn how to get started on mapping your data.