"Send to Nimble" Email address
Salesforce has a feature which allows you to send specific emails to be logged in the system. The email is then associated with each email account recognised.
Reason- I use gmail with multiple accounts (personal and business); not all email correspondence is appropriate for Nimble or members of my team. Cheers...
Since our email integration is build on automatic email syncing, we do not need to have a manual “send to Nimble” email option.
If you would like to store an email not related to an actively connected account, please use our Log Note functionality.
Stopped using Nimble three minutes into the trial, because there's a) no reason to have every email of every user go into Nimble, due to security concerns, and b) there's no way to bcc into Nimble. The lack of bcc alone will stop us from shifting our account away from HubSpot
This is essential, as I can't get IMAP to work (yet)...
This is so important, currently all my email is able to be viewed in Nimble's messages, I am using Outlook IMAP. I just invited a new member and there is no need for this team member to see emails between me and my legal or tax team.
I agree this is a must have please!
This is a must have. Simple workaround.
Erik Britt-Webb commented
This is a basic feature in other CRM systems (Salesforce.com, Insightly, Batchbook, etc.). Really disappointing that Nimble isn't serious about it yet. It's a must for me, since my company Exchange setup does not allow IMAP integration.
Jason Asbahr commented
Gmail is not my primary mail interface, Mail.app on Mac OS X is... So gmail integration is meaningless to me. I want the ability to explicitly record emails of significance in the CRM, and not have it cluttered with low priority messaging.
Jason Barone commented
The use case for this is pretty common actually... many industries have industry-specific applications that have emailing features built-in to send emails to your customers/clients. A great example of this is a real estate MLS. When agents use those applications, they write short email descriptions that go along with the MLS-generated email listings. Being able to keep a record of that communication is crucial to your database.
This is absolute must-have for some industries...
DDMedia.ca Team commented
The effect your suggesting only works if the email account you are using is only for that particular business and the emails sent to it are only related to that business, AND everyone at your company has the same. This is not always the case, especially with contractors. As the VP at my company, there is much correspondence between myself and the president that is not appropriate to be seen by the sales reps.
Furthermore, it's much easier to choose which emails are relevant, than remove irrelevant emails. However, I appreciate that doing this retroactively would be a pain.
Jeff Kee commented
Disagree with this simply because the whole idea of having a seamless integration done with Gmail is to automatically reference to all emails under a contact/deal automatically. After adding nimble halfway through a deal, emails that are a few weeks old are still being pulled in, which is great for me.
A better alternative would be to mark emails under the Nimble screen as "irrelevant" and hide them from the deal or contact view.
Again, another great feature that most of other CRMs have.
It's a must.
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