Google Drive Integration
Nimble now has an integration with Dropbox and we are looking at other cloud storage options to add to the list. Please vote on this thread if you want the ability to use Google Drive to attach documents to contacts in Nimble.
Import a file, or sync a google doc (a quote, an invoice, a spreadsheet), to a contact, that relates to a deal/activity. If gb size/limit is a concern, we can pay a little extra $ for the additional gb if/when we go over the limit that is included with our plan
This would apply to messages to. Google offers so much. If Nimble would integration Google Docs with file attachments for deals and messages, it would be incredible. Let Google carry the load and link it through Nimble.
I have great news to share today – we now support Google Drive file attachments in Nimble.
You may attach files to Deals or Contacts.
To attach to a Contact, select “Attach File” and “Attach from Google Drive” to authorize yourself to your Dive account, then select your files!
To attach to a specific Deal, select “Attach from” and choose “Google Drive”. Then authorize, and select your files.
We are gathering feedback on this feature here:
If you have any questions relating to set up, please email firstname.lastname@example.org.
Please add the ability to attach a file to a contact. This seems like CRM 101. Otherwise, love Nimble so far.
When I add an attachment to a company, it should sync with the deal for which the company is linked. Same thing if I attach it to a deal, it should link back to the related companies / contacts. Without this, much information gets lost.
Sascha Lueken commented
Great news, Joseph! Keep it up!
Aaron Fuchs commented
Please prioritise this, we run our business on google doc.
Elaine Marie commented
How is the integration with Google Drive coming along? It really would be a tremendous asset.
Beyond necessary. So many businesses run on Google Apps (Drive). Please make this a priority.
Claire Thirlwall commented
can we link evernote notes? Linked documents or notes would be great
Any ETA on this?
Any updates or ETA's on this? I see it mentioend as a question or feature EVERYWHERE :)
Yes. So glad to see you talking Q2/3 timeframe. I just started using Nimble and am loving it so far. And while email attachments is great - this would be a very helpful feature.
Conny Millard commented
To utilize Nimble as a functional and centralized CRM system, the document attachment to contacts is very much needed. Without it, I can utilize and recommend Nimble as a powerful social media management tool only.
Attaching files from Google Drive as well as file upload from hard drive please. SmartSheet handles this beautifully if you'd like an example for competitive research. I suggest broad use of file attach/upload for contacts, activities and deals. How could this have been omitted from the app thus far??
Thank you for your feedback, we will definitely look at all of the cloud storage options for integrations with Nimble!
Karl speranza commented
Since Dropbox,which I love has limited storage for free, please integrate with box.com also as they run specials for lots of space making it a better choice for those of us with larger storage needs. They ran a 25 gig free promo last month and they are currently running a 50 gig promo. They also just hired the architect of Google Apps so I'm sure they will become a major competitor to all of the storage cloud services.
Definitely specific to recruitment but would be fantastic if there was a Keyword Search that could go through documents also. i.e. the obvious being a resume/CV.
I think Nimble would make a strong recruiting tool if it had this capability but for now the Keyword Search is poor.
Richard Reiner commented
Box.com (not Dropbox) integration would be an ideal way to do this.
Google Drive second best (but blocked in China so our people there would be unable to access).
Dropbox not preferred, it hasn't got traction in larger companies anyway.
Please vote for Open and Click tracking so you can track who are your hottest, most engaged leads:
Martijn Elzinga commented
+1, definitely missing this functionality right now...
A great idea - would certainly be a big improvement
it would even be great to have a pdf viewer excel etc to see the attachments without being forced to download them! as like google-gmail offers