Activate the PhoneBurner Integration in Nimble CRM

✅ Video Summary

This short training video demonstrates how to enable the PhoneBurner® integration within Nimble CRM. The integration setup is straightforward and begins with retrieving a Personal Access Token from your PhoneBurner account. Once activated, this integration enables powerful dialing functionality directly inside Nimble, increasing productivity and CRM connectivity.

Steps to Enable the PhoneBurner Integration in Nimble:

1. Go to Nimble Settings:

   • Click on Settings in the lower-left corner of your Nimble interface.

   • Select Integrations from the menu.

2. Enable the PhoneBurner Integration:

   • On the Integrations page, locate the PhoneBurner integration and enable it.

3. Generate a Personal Access Token:

   • You'll be prompted to enter a PhoneBurner token.

   • Click the provided URL link, which takes you directly to the token generation page (if you're logged into PhoneBurner).

4. Create and Copy the Token:

   • Click “Generate New Token” in your PhoneBurner account.

   • Copy the generated Personal Access Token.

5. Paste and Save in Nimble:

   • Return to the Nimble CRM interface.

   • Paste the token into the required field.

   • Click Save to complete the integration.

Once saved, the PhoneBurner integration is active in Nimble CRM, setting the stage for advanced calling features, automated workflows, and increased efficiency.

🏷️ Tags

PhoneBurner integration, Nimble CRM, token setup, CRM integration, personal access token, API authentication, dialing tools, productivity, Nimble settings, sales automation

📝 Cleaned-Up Transcript

[Music]

Hello there, and thank you for taking a moment to watch this video. In this training, I'm going to show you how to enable the PhoneBurner® integration in your Nimble CRM. It's super simple—so let’s get into it.

Step 1: Navigate to Settings

First, go to your Nimble settings:

• Click on Settings in the lower-left corner.

• From there, click on Integrations.

Step 2: Enable the Integration

On the Integrations page:

• Locate the PhoneBurner integration.

• Click to enable it.

You’ll now be prompted to enter a PhoneBurner token.

Step 3: Generate a Token in PhoneBurner

Nimble makes it easy to get the token:

• Click on the URL link provided.

• If you’re already logged into your PhoneBurner account, it will take you directly to the token generation page.

Click the “Generate New Token” button.

This creates a Personal Access Token for your account.

Step 4: Copy and Paste the Token

• Copy the access token that was generated.

• Jump back over to Nimble CRM.

• Paste the token into the field provided.

Click Save.

And that’s it! You’ve now successfully activated the PhoneBurner integration in Nimble CRM.

Of course, there’s a lot more you can do with this integration, but that’s it for this quick setup video.

Thank you again for watching, and happy dialing!

[Music]