Integrations — Connect NimbleBiz to Your Stack
See how NimbleBiz connects with HubSpot, Salesforce, Zoho CRM, Zoho Desk, LeadRat CRM, Google Sheets, Shopify, Gmail, Google Calendar, Cal.com, and Razorpay, and what each connection is used for.
The Problem
Teams use CRMs, commerce systems, calendars, email, and helpdesks to manage customer work. A connection is useful when its data scope and setup match the workflow the team needs.
How NimbleBiz.ai Solves It
NimbleBiz includes connections for selected CRM, commerce, calendar, email, and helpdesk workflows. Each connection has its own setup and data scope, so confirm the specific workflow before connecting an account.
Key Capabilities
HubSpot, Salesforce, Zoho CRM, and LeadRat CRM are available. Zoho CRM supports lead sync and field mapping; Salesforce requires organization OAuth credentials for its configured lead and conversation workflows.
Shopify and Razorpay are available for supported commerce and payment workflows. Confirm the specific catalog, order, cart, or payment event available for your account and setup.
Google Calendar, Cal.com, and Google Sheets are available for supported scheduling and data workflows. Booking and sync behavior depend on the connected account configuration.
Gmail and Zoho Desk are available for supported inbox, lead-capture, and support workflows.
How It Works
Select a connector that matches the workflow you want to support, such as CRM lead sync or appointment scheduling.
Some connections use an account authorization flow; others require organization credentials or configuration. Check the connector instructions before setup.
The data and actions available depend on the connector. Review its scope and field mapping before relying on it in a customer workflow.
See It in Action
A real example of how NimbleBiz.ai handles this.
Can I connect my CRM to NimbleBiz?
NimbleBiz has Salesforce and Zoho CRM workflows. The setup and data scope differ by connector.
What should I check first?
Confirm which records and fields you need to sync, and review the connector setup requirements with your administrator.
The NimbleBiz advantage
Every NimbleBiz page — agent, solution, industry, or platform — runs on the same differentiated stack.
Voice and chat — one shared knowledge base
The AI that answers your WhatsApp messages draws on the same knowledge base as the AI that picks up your phone calls. One inbox, no context lost between channels. A lead can start on Instagram, follow up on WhatsApp, and get a callback — all handled consistently.
ExploreNBScore — real-time lead scoring from conversation data
Not tags. Not flow labels. NBScore reads every conversation and produces a 0–100 score across 6 dimensions — intent, urgency, engagement, data captured, deal size, and scope fit. Your sales team works the highest-scoring leads first.
ExploreChat and voice across five customer channels
NimbleBiz supports WhatsApp, Instagram, Facebook Messenger, website chat, and voice calls. Conversations connect with lead context in the shared inbox.
Explore3-channel retargeting ladder — WhatsApp → template → voice call
When a lead goes quiet, NimbleBiz doesn't give up. A configurable ladder re-engages automatically: free-form WhatsApp while the 24-hour window is open, an approved template when it closes, then an outbound AI voice call.
ExploreFrequently Asked Questions
Which CRMs do you integrate with?+
HubSpot, Salesforce, Zoho CRM, and LeadRat CRM are available. Salesforce setup requires organization-specific OAuth credentials; Zoho CRM supports lead sync and field mapping. Confirm the exact sync scope and plan availability before connecting.
Do you work with Shopify?+
Shopify is available. The exact catalog, order, and cart-recovery behavior depends on the account configuration, so confirm the required workflow and permissions during setup.
Can I connect a custom system?+
Custom integration options depend on the data and events required. Contact NimbleBiz to confirm available API or webhook support for your use case before planning implementation.
Which calendar connections are available?+
Google Calendar and Cal.com connection flows are present in the product. Check the current setup requirements and booking behavior for your account.
Which other integrations are available?+
NimbleBiz also supports Zoho Desk, Google Sheets, Gmail, and Razorpay for supported workflows. Availability does not necessarily mean a connector is included in every plan; confirm plan-specific access and setup requirements.
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