Workflow Automation Nimble

✅ Video Summary

This training video continues the deep dive into the PhoneBurner® integration with Nimble CRM, focusing on the automation capabilities triggered by call dispositions. Once you’ve connected your PhoneBurner and Nimble accounts, you can set up powerful automations within Nimble based on the outcome of each call. This lets you move contacts through your workflows or pipelines automatically—saving time and improving data accuracy.

Key Features and Process Overview

🛠️ Custom Dispositions in PhoneBurner

• Dispositions such as No Answer, Voicemail, Set Appointment, Not Interested, and Follow Up are fully customizable in PhoneBurner.

• You can create different disposition sets for different workflows or contact types.

🔁 Automating Nimble Workflows Based on Dispositions

1. Access Your Nimble Workflow:

   • Go to Workflows (e.g., "Demo Pipeline").

   • See your contacts in stages like New Lead, Demo, or Closed Lost.

2. Create Automations:

   • Click Manage Automations.

   • Choose "PhoneBurner Call Done" as the trigger.

3. Configure Actions Based on Dispositions:

   • Set Appointment → Move contact to Demo stage.

   • Not Interested → Move contact to Closed Lost.

   • Follow Up → Move contact to Initial Contact Made or similar.

4. Repeat for Each Disposition:

   • Map every relevant PhoneBurner call outcome to an appropriate workflow stage in Nimble.

📞 Running a Dial Session

• Select contacts from a custom segment (e.g., "Demo Contacts Still Chasing").

• Start a PhoneBurner dial session:

  • Choose your settings: scripts, voicemail drops, caller ID, call recording, etc.

  • Connect via headset or phone.

• During calls:

  • Leave a voicemail with one click.

  • Use Live Answer for real-time conversations.

  • Choose a disposition after each call.

📈 Tracking and Results

• After your dial session, return to Nimble.

• Contact records are automatically updated based on the disposition selected.

• Workflow stages reflect this:

  • A Set Appointment disposition moves a contact to Demo.

  • A Not Interested disposition moves a contact to Closed Lost.

  • A Follow Up disposition updates them to a follow-up stage.

• The original "New Leads" count drops, and corresponding records appear in updated stages—no manual updates needed.

🏷️ Tags

PhoneBurner integration, Nimble CRM, workflow automation, call disposition, CRM update, dial session, contact pipeline, sales automation, live answer tracking, voicemail drop, follow-up tracking

📝 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 PhoneBurner® integration with Nimble CRM, and more specifically, the automation functionality available based on call outcomes.

Dispositions and Automation

Think back to your first dial session—after you activated the integration. You saw dispositions like:

• No Answer

• Voicemail

• Set Appointment

• Not Interested

These dispositions appear across the bottom of your dial session screen in PhoneBurner and are fully customizable. You can create as many as you need for your team.

What’s even more powerful is that you can trigger Nimble workflow automations based on these call outcomes.

Example: Booking an Appointment

Let’s say you want a contact’s status in Nimble to change to “Demo” any time an appointment is set.

Here’s how:

1. Go to your Nimble Workflows (e.g., “Demo Pipeline”).

2. Click Manage Automations.

3. Create a New Automation:

   • Trigger: PhoneBurner Call Done

   • Disposition: Set Appointment

   • Action: Move contact from "New Leads" to "Demo" stage

   • Finalize and save.

Example: Not Interested or Follow-Up

Let’s create two more automations:

• Not Interested → Move contact to Closed Lost

• Follow Up → Move contact to Initial Contact Made

Simply:

• Choose the PhoneBurner disposition as the trigger.

• Select the target stage in your workflow.

• Finalize each automation.

✅ Pro tip: Go through every disposition in your PhoneBurner account and ensure it’s mapped to a corresponding workflow action in Nimble.

Test the Automation with a Dial Session

Let’s test this setup:

1. Go to Contacts > Demo Contacts Still Chasing.

2. Select some contacts and begin a PhoneBurner dial session.

3. Configure your settings (script, voicemail, caller ID, etc.) and start dialing.

Call Scenarios

• Rachel Sample: Goes to voicemail → Click Voicemail

• Lisa Sample: Voicemail → Click Voicemail

• Jeff Sample: Answers → Have conversation → Click Set Appointment

• Next contact: Answers → Click Not Interested

• Andrew: Answers → Click Follow Up

You don’t need to complete the full session—PhoneBurner logs every activity and triggers your automations right away.

See the Results in Nimble

• Originally, we had 17 contacts in New Leads.

• After the session, we refresh and see that number has dropped—contacts have moved!

In the Demo Pipeline:

• One contact is now in Demo

• One in Closed Lost

• One in Initial Contact Made

All of that happened automatically based on the dispositions selected in PhoneBurner.

And that’s it! Now you know how to create automated workflows in Nimble using PhoneBurner dispositions—helping you and your team get more done in less time.

Thanks for watching, and happy dialing!

[Music]