We are so excited to announce Nimble’s two-way sync with Microsoft 365 contacts!
The Nimble Team is committed to regularly improving our CRM and integrating it into the tools you use weekly like Microsoft and Google Email productivity suites. One way we strive to do that is by making managing contacts even easier.
Here’s a quick video that will walk you through contact syncing:
But wait, there’s more! There are other options available. You can also opt for a one-way sync from Nimble to Microsoft 365 or Microsoft 365 to Nimble.
How to Get Started: If you haven’t already connected Nimble to your Microsoft 365 account watch this how-to video to get started: How to be Nimble in Microsoft 365
Important to remember:
- A Microsoft 365 subscription is needed to be able to sync your contacts from Outlook to Nimble.
- Contacts are automatically synced between Nimble and Microsoft 365 on a weekly basis when you signed into Nimble. You can also manually initiate a contacts sync as needed.
- Contacts can be deleted from Nimble or Outlook. However, you will need to remove them permanently from Nimble, following the steps in this FAQ.
To make it even easier for you, the bidirectional contact sync automatically occurs weekly when you are actively signed into Nimble. This allows you to trust that your contacts are consistently up-to-date and you won’t have to constantly spend time cross-referencing. You can also opt to manually sync your contacts at any given time if you need an immediate update.
Choose How You Sync
Nimble caters to your work process with more options. If a two-way sync isn’t right for you, you can also opt to do it one-way from Nimble to Outlook or Outlook to Nimble.
Fine-tune your contact management with the ability to sync contact segments or the entire list. This feature is especially useful if your Outlook contacts list is due for cleanup or if it’s just too broad and you want to use Nimble for more specific tasks.
Elevated Contact Management
Organizing synced contacts is incredibly easy because you can tag the incoming Outlook contacts. This can be especially useful if you’ve opted to sync an Outlook contact group and you want to differentiate that segment from the rest of your contacts list on Nimble. Whatever the reason may be, tagging incoming contacts allows you to instantly organize your contacts. Learn how to set up contact segments on Nimble for instant access here.
If you’re worried that you may be re-adding contacts that you’ve previously synced, you have the ability to merge potential duplicates and select which fields to merge them under.
Revamp Your Contact Organization With Nimble
This 2-way sync elevates your contact management and further enhances Nimble’s ability to help you work smarter, better, faster. Innovate your workflow by allowing Nimble to be the CRM that works for you, not the other way around.
Read Our Nimble FAQ to Learn More: Our Nimble Support team creates detailed FAQs (frequently asked questions) on many key Nimble topics. Learn more by reading our – Nimble/Microsoft 2-Way Contact Sync FAQ.
Look for More Exciting Nimble Features Soon! Here at Nimble, we are committed to the ongoing evolution of our CRM to propel your work process. Stay in the loop to get all the latest updates on how we’re transforming our CRM!
If you have any questions, please write to us at [email protected], or join one of our Nimble Onboarding and Best Practices sessions, held every weekday at 9 AM PT.