Launch your First Session from the Nimble CRM

✅ Video Summary

This training video continues the overview of the PhoneBurner® integration with Nimble CRM, focusing on how to initiate a dial session directly from within Nimble. The integration allows you to quickly select contacts, configure your dial session, and launch high-efficiency calls—all while automatically updating contact records with call activities and outcomes.

How to Launch a Dial Session from Nimble CRM

1. Navigate to Your Contacts:

   • Go to the Contacts section in Nimble.

   • Open a pipeline or segment (e.g., “Basic Sales Pipeline”).

2. Select the Contacts to Call:

   • Choose individual contacts (e.g., Andrew, George, Heather) or select all records in a list.

3. Create a Dial Session:

   • Open the Actions menu.

   • Click “Create Dial Session.”

   • This opens a new tab with PhoneBurner’s dial session settings.

4. Configure Dial Session Settings:

   • Phone Script: Choose one to display during calls.

   • Dialing & Live Answer Sets: Configure call outcome buttons.

   • Voicemails: Select a pre-recorded voicemail to leave.

   • Caller ID: Set the number that will display.

   • Dialing Mode: Choose between Power Dial or Pause & Preview.

   • Call Recording: Enable if desired.

5. Start the Dial Session:

   • Click Continue, grant mic access, or dial in to connect.

   • Click Start Dialing to begin.

Live Call Experience

• If a voicemail answers: Click the voicemail button and skip ahead—no need to wait for the beep.

• If a contact answers live: Click Live Answer, have your conversation, and then End Call.

• You can take time post-call to update records in PhoneBurner or jump back to Nimble for deeper updates.

• The session won’t proceed to the next call until you select a disposition (e.g., “Set Appointment”).

Reviewing Call Activity in Nimble

• After the session, go back to Nimble CRM.

• Open a contact you called (e.g., Andrew Sample).

  • You'll see the call logged as an activity.

• For someone you scheduled with (e.g., George Sample):

  • Open the contact and view the status update, notes, and outcome from the call.

  • If call recording was enabled, a link to the recording will also be included.

Bonus: These activities can trigger automations in Nimble, helping you streamline workflow and follow-up.

🏷️ Tags

Nimble CRM, PhoneBurner dial session, power dialer integration, CRM automation, contact pipeline, voicemail drop, call logging, call disposition, workflow triggers, call recording, sales productivity

📝 Cleaned-Up Transcript

[Music]

Hello there, and thank you for taking a moment to watch this video.

In this training, we’ll continue talking about the Nimble CRM integration with the PhoneBurner® power dialer. At this point, you should have already linked your PhoneBurner account with your Nimble CRM.

Now, let’s talk about how to launch a dial session from within Nimble.

Step 1: Go to Your Contacts

Start by navigating to the Contacts section in Nimble.

For this example, I’m going into my Basic Sales Pipeline. From here, I can choose to:

• Select all records, or

• Pick specific contacts (e.g., Andrew, George, Heather).

Once I’ve made my selections, I click on the Actions menu and choose “Create Dial Session.”

Step 2: Configure Your Dial Session

This opens a new tab where I can now customize my session:

• Phone Script: Display a script during the call.

• Dialing & Live Answer Sets: Configure call outcome buttons.

• Voicemail Drops: Pre-select a recording to leave with one click.

• Caller ID: Choose which number appears to recipients.

• Dialing Mode: Pick between Power Dial or Pause & Preview.

• Call Recording: Enable or disable recording.

These settings may vary based on your role or preferences.

Once ready, click Continue, and then connect to PhoneBurner:

• You can dial in by phone, or

• Use your headset and grant mic access (which I’ll do here).

Step 3: Start Dialing

Click Start Dialing, and now I’m calling Andrew Sample.

• If Andrew doesn’t answer, I click the Voicemail button and I’m off to the next call.

• Now I’m calling Heather. Same thing—if no answer, I drop voicemail and move on.

  • No need to wait through the full greeting or for the beep.

If someone answers live, there’s no delay or awkward pause.

• I click Live Answer, have the conversation, and then click End Call.

Step 4: Post-Call Actions and CRM Sync

After each call, I can take time to update the record—either in PhoneBurner or by jumping back to Nimble.

The system will not proceed to the next call until you select a disposition. For example:

• If I booked an appointment with George, I select “Set Appointment.”

Since I only selected three records, my session ends here.

Step 5: Review the Records in Nimble

Let’s jump back to Nimble and review what happened.

• Click on Andrew Sample, and you’ll see the call logged as an activity for today.

• For George Sample, the appointment call we booked:

  • Open the contact record.

  • You’ll see the call activity, notes, outcome, and even a call recording link (if enabled).

Automations and Pipeline Updates

Every call activity logged in Nimble can:

• Trigger automations.

• Update contact statuses.

• Move contacts through your pipeline stages.

And that’s it! That’s how easy it is to initiate a PhoneBurner dial session from Nimble CRM—helping you get more done in less time.

Thanks again, and happy dialing!

[Music]