Nimble + Simpro Integration

Integrate Nimble to Simpro in one click, or tell Integrately AI how you want each contact handled. Create jobs, sync customer details, update records, and keep your CRM and field service aligned automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Nimble
    Contact is created in Nimble
  • Simpro
    Recurring invoice is updated in Simpro Instant
  • Simpro
    Recurring invoice is created in Simpro Instant
  • Simpro
    Invoice is updated in Simpro Instant
  • Simpro
    Invoice is created in Simpro Instant
  • Simpro
    Contact is created in Simpro Instant
  • Simpro
    Job is created in Simpro Instant
  • Simpro
    Company customer created in Simpro Instant
  • Simpro
    Job is updated in Simpro Instant
  • Simpro
    Company customer updated in Simpro Instant
  • Simpro
    Site is created in Simpro Instant
  • Simpro
    Site is updated in Simpro Instant
  • Simpro
    Individual customer created in Simpro Instant
  • Simpro
    Individual customer updated in Simpro Instant
  • Simpro
    Quote is created in Simpro Instant
  • Simpro
    Quote is updated in Simpro Instant
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2.
  • Nimble
    Create task in Nimble
  • Nimble
    Update contact in Nimble
  • Nimble
    Search contact by email in Nimble
  • Nimble
    Get contact by ID in Nimble
  • Nimble
    Create contact in Nimble
  • Nimble
    Delete contact in Nimble
  • Simpro
    Update lead in Simpro
  • Simpro
    Update contact in Simpro
  • Simpro
    Create lead in Simpro
  • Simpro
    Get contact by ID in Simpro
  • Simpro
    Create individual customer in Simpro
  • Simpro
    Search individual customer in Simpro
  • Simpro
    Search company customer in Simpro
  • Simpro
    Create contact in Simpro
  • Simpro
    Create company customer in Simpro
  • Simpro
    Create service job in Simpro
  • Simpro
    Search job in Simpro
  • Simpro
    Create site in Simpro
  • Simpro
    Search contact in Simpro
  • Simpro
    Search site in Simpro
  • Simpro
    Create service quote in Simpro
  • Simpro
    Search quote in Simpro
  • Simpro
    Create activity schedule block in Simpro

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Ready Workflows Ready Workflows for Nimble + Simpro Integration

Capture new contacts, create service jobs, update customer records, and schedule activities, all in just one click.

Most popular automationsmost-popular-automations
Simpro + Nimble Integration

Create Nimble task for new simPRO individual customer

In simPRO, when you create a individual customer, it automatically creates a task in Nimble for that individual customer. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular individual customer on their individual customer profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Nimble + Simpro Integration

Create simPRO individual customer for new Nimble contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Nimble - simPRO integration, anytime a new Nimble contact is created, an simPRO individual customer should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Simpro + Nimble Integration

Create Nimble contact for new Simpro individual customer

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Simpro - Nimble integration, anytime a new Simpro individual customer is created, an Nimble contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Nimble + Simpro flow

Send instant notifications, log financial records, and schedule follow-ups across your entire business stack. Pick a combination and activate it in one click.

Nimble
Simpro
+
StripeStripe (4)
+
XeroXero (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
GmailGmail (4)
+
SlackSlack (4)
+
Google CalendarGoogle Calendar (4)
N
S
S
Create a Stripe customer for every new contact in Nimble, and create a service job in Simpro.
New Nimble contacts automatically generate a customer profile in Stripe and a service job in Simpro without manual data entry.
S
S
N
When a Simpro invoice is created, record the payment in Stripe and update the contact in Nimble.
Simpro invoices trigger Stripe payment records while keeping your Nimble contact details fully updated.
S
S
N
Create a Stripe invoice for every new Simpro quote, and create a task in Nimble.
Simpro quotes instantly generate Stripe invoices and set follow-up tasks in Nimble for your sales team.
S
S
N
When a recurring invoice is created in Simpro, set up a subscription in Stripe and update Nimble.
Simpro recurring invoices automatically establish Stripe subscriptions and update customer records in Nimble.

Supported triggers and actions for Nimble and Simpro

Mix and match to build the exact automation you need

Nimble
Nimble Triggers & Actions
Contact is created in Nimble
Triggers the automation when a new contact is created
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Create task in Nimble
Creates a new task
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Update contact in Nimble
Updates contact information with new details
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Search contact by email in Nimble
Finds and retrieves contact information using their email address
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Get contact by ID in Nimble
Retrieves a contact's information based on their id
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Create contact in Nimble
Adds a new contact to the database
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Delete contact in Nimble
Removes a contact from the address book
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Simpro
Simpro Triggers & Actions
Instant
Recurring invoice is updated in Simpro
Triggers the automation when a existing recurring invoice is updated.
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Instant
Recurring invoice is created in Simpro
Triggers the automation when a new recurring invoice is created
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Instant
Invoice is updated in Simpro
Triggers the automation when existing invoice is updated.
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Instant
Invoice is created in Simpro
Triggers the automation when a new invoice is created
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Instant
Contact is created in Simpro
Triggers the automation when a new contact is created.
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Instant
Job is created in Simpro
Triggers the automation when a new job is created
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Instant
Company customer created in Simpro
Triggers the automation when a new customer is created within the company's database
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Instant
Job is updated in Simpro
Triggers the automation when a job is updated
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Instant
Company customer updated in Simpro
Triggers the automation when a company's customer information is updated
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Instant
Site is created in Simpro
Triggers the automation when a new site is created
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Instant
Site is updated in Simpro
Triggers the automation when a site is updated
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Instant
Individual customer created in Simpro
Triggers the automation when a new individual customer is added
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Instant
Individual customer updated in Simpro
Triggers the automation when a customer's information is updated
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Instant
Quote is created in Simpro
Triggers the automation when a new quote is created
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Instant
Quote is updated in Simpro
Triggers the automation when any quote is updated
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Update lead in Simpro
Updates specified lead to the database
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Update contact in Simpro
Updates specified contact to the database
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Create lead in Simpro
Adds a new lead to the database
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Get contact by ID in Simpro
Retrieve contact information by unique identifier
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Create individual customer in Simpro
Creates a new individual customer record
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Search individual customer in Simpro
Searches for an individual customer
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Search company customer in Simpro
Searches for a company customer
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Create contact in Simpro
Adds a new contact to the database
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Create company customer in Simpro
Creates a new company customer record
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Create service job in Simpro
Generates a new service job
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Search job in Simpro
Searches for a job
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Create site in Simpro
Generates a new site entry
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Search contact in Simpro
Finds and retrieves contact information
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Search site in Simpro
Searches for a site
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Create service quote in Simpro
Generates a new service quote
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Search quote in Simpro
Searches for a quote
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Create activity schedule block in Simpro
Creates a new activity schedule block
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What can you automate with Nimble + Simpro?

Connect your CRM and field service operations to eliminate manual data entry, accelerate job scheduling, and keep customer records synchronized.

What you can automate?
🔄
Sync Nimble contacts to Simpro jobs automatically
Turn every new Nimble contact into an active service job in Simpro the moment it is created. Eliminate duplicate data entry and speed up your service delivery.
📋
Capture every custom contact and job field
Map all available contact details and custom fields from Nimble straight into Simpro customer profiles and service quotes. Ensure your field team has complete context for every job.
🔔
Alert your team instantly on job updates
Send instant notifications to your sales or dispatch team whenever a new quote, invoice, or job is created in Simpro. Keep everyone informed without switching tabs.
🔀
Route records based on submitted criteria
Create different types of service jobs in Simpro or assign specific tasks in Nimble depending on the customer category or service tier submitted in your records.
🔄
Keep customer records updated across platforms
Automatically update contact information and billing details in Nimble whenever customer profiles or invoices change in Simpro. Maintain a single source of truth.
🔍
Search and update instead of creating duplicates
Search for existing contacts by email in Nimble before creating new records, ensuring your database remains clean and free of duplicate entries.
💳
Handle recurring invoices and status changes
Trigger automated workflows when recurring invoices are updated or created in Simpro, keeping your CRM records synchronized with ongoing billing cycles.
🔌
Extend your workflow with powerful apps
Connect your Nimble and Simpro automation to Slack, Gmail, or Google Calendar to notify team members, send client emails, and schedule follow-up appointments.
And much more...

Who is Nimble + Simpro integration for?

Field service contractors, sales managers, and operations teams streamline customer communication, job scheduling, and pipeline management without manual data entry.

Operations managers
Operations managers
Field service coordinators
Field service coordinators
Account managers
Account managers
Sales directors
Sales directors
Sales representatives
Sales representatives
Customer success teams
Customer success teams
📈
Operations managers
You're reviewing job completion reports in Simpro while your sales team tracks leads in Nimble, so your operational dashboards always reflect outdated pipeline numbers — with this integration, every new contact and service job syncs instantly and your business metrics stay current.
Field service coordinators
You need to dispatch technicians the moment a quote is approved in Simpro, but manual notifications leave your field crew waiting for updates — automating both apps means every quote and job triggers instant task creation and team alerts without delay.
🤝
Account managers
You answer to clients who expect immediate updates on their service tickets and invoices, but jumping between CRM and job management tools causes frustrating communication gaps — connecting these apps means your client records stay perfectly updated across every system.
📊
Sales directors
Your inbound contact volume in Nimble is too high for your team to manually re-enter into Simpro, resulting in missed service jobs and lost revenue opportunities — this integration means every contact flows into job management automatically and nothing slips through the cracks.
🔄
Sales representatives
You own the initial prospect relationship in Nimble and depend on operations to pick up the work in Simpro, but manual handoffs cause costly delays in service delivery — this integration means your pipeline data transfers instantly to the field team.
📋
Customer success teams
You need a reliable history of customer interactions and past service jobs, but fragmented data between your CRM and job software leaves major gaps in your records — automating both apps means every interaction and job creates a complete, searchable history.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Nimble + Simpro

Build and manage your Nimble + Simpro automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Nimble + Simpro with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Nimble to Simpro?
Frequently Asked Questions
You can connect Nimble to Simpro in 1 click using ready-made workflows on Integrately, or use Integrately AI to build custom automations with Stripe, Xero, and Gmail.
Can I automatically create a service job in Simpro when a new contact is created in Nimble?
Frequently Asked Questions
Can I connect Nimble, Simpro, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Nimble and Simpro?
Frequently Asked Questions
How are contact updates handled between Nimble and Simpro?
Frequently Asked Questions
Can I sync Simpro invoices and quotes to Nimble?
Frequently Asked Questions
Do I need coding skills to automate Nimble and Simpro?
Frequently Asked Questions
Is the Nimble and Simpro integration free?
Frequently Asked Questions
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You Can Also Connect Nimble or Simpro With 1500+ Other Apps

Nimble
Popular Nimble Integrations
Connect Nimble with marketing, email, and sales tools to nurture leads and accelerate pipeline conversion.
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Nimble Integrations arrow right
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Simpro
Popular Simpro Integrations
Sync Simpro with project management, analytics, and ERP tools to optimize field operations and reporting.
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Simpro Integrations arrow right
No popular apps found