Nimble CRM Tips & Updates – November 4, 2026

Articles, Nimble CRM Updates

We do have a few new updates to report! 

The first is a BIG one! You can now deploy AI (native in Nimble) to create custom segment searches. Now, if you have ever created these manually, and you have been searching for contacts who match, or who do not match, multiple criteria … you know what a pain it can be to get the search parameters right. AI search now does this from your prompt. Wow! Nice! 

Contact notes can also now be imported and exported! A support article on this was just released. Speaking of notes … there is a new integration available! If you spend any time in online meetings you have encountered an absolute proliferation of note taking applications that will show up in your meeting room. Well, now you can connect these services to Nimble!

From what I can tell, Nimble will process the notes, create a contact record if necessary, and then create an event and add the notes to that event. This is similar to what I do with ChatGPT. My Zoom notes are summarized and added to the contact record as a note vs. an event and contact record will be created, if needed.

I’ve been told that this is coming and it may already be rolling out, at least on the Nimble messages tab. Adding contacts will now (to be verified) parse information from email signature lines including phone numbers etc. I did see it grab phone numbers which I do not believe it was doing before. Clarification to come when it becomes available.

Per Nimble, we can expect to see many of those things that we can now do with the  MCP (connection to Claude or ChatGPT) to be baked natively into Nimble itself. Segment search, for example, is something that I have done with ChatGPT.

Short newsletter today. I never get sick, but … I caught something that knocked me on my back for a week. Feeling better now but battling lingering effects and fatigue. You get off lucky while I try to heal up and catch up:)

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!
 
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