Nimble CRM Tips & Updates – July 22, 2026

Articles, Nimble CRM Updates

We have one new update to report. AI context has been added to settings. This will allow you to tell Nimble about you and your company and this information can then be used, pulled, in order to create more personalized messages. This is huge as previously, it was necessary and smart to place this information at the beginning of every AI message prompt.

Right now, this is only operational on sequences, but is actively being expanded. For my money, sequences are where it was needed the most! As far as I am aware, a support article has not yet been published on this new feature.

Workflow Automations

While I know that many of you are using workflows, my guess is that very few of you, if any, are using workflow automations. What are they? Automations are actions that are created based on triggers. For example, when a contact card is moved from one stage to another, or even to a specific stage, it creates an action.

Available actions include …

  • Send a template email message to the contact
  • Create an activity such as a task or call
  • Add a template note to the contact record
  • Add a tag to the contact record
  • Create a browser notification
  • Create a mobile notification
  • Add this contact record to an email sequence

You are allowed, free with your account (not per user), up to 25 active automations at any given time. You can buy more if needed, but 25 is a lot! Note that if you wanted to create more than one action for the same trigger, that would be an additional automation.

I happen to like the task action. Let’s say, for example, I wanted to create a reminder task that represents a due date for something when a contact moves from one stage to the next. Create an automation and you don’t even have to remember to do it! However, please note that these actions are fixed and cannot be modified for individual contacts in your workflow.

That will do it for today! Thank you again for placing your trust in my services!

If you would like to explore whether or not Nimble CRM, my sales training, or Sales Coach Pro  might be right for you, please book a free 30-minute Zoom consultation with me by going to my calendar. 

To learn more about our Nimble training and implementation services, please visit our Nimble CRM training services page. 

I would also be happy to connect you to a marketing professional who I know and trust or to an automated yet personalized and human-to-human LinkedIn prospecting system. Please reach out to me at craig@adaptive-business.com for an introduction!

Craig M. Jamieson

Craig M. Jamieson

Managing Member at Adaptive Business Services
Craig M. Jamieson is a lifelong B2B salesperson, manager, owner, and a networking enthusiast. Adaptive Business Services provides solutions related to the sales professional. We are a Nimble CRM Solution Partner. Craig also conducts training and workshops primarily in social selling and communication skills. Craig is also the author of "The Small Business' Guide to Social CRM", now available on Amazon!
Craig M. Jamieson

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