CRM

Nimble + StackGo

Run compliance from inside Nimble. Checks start from a record and the result lands back on the client.

Nimble publishes 1 trigger event and 2 actions on its public Zapier listing. That is what a StackGo connector would be built on.

CRM System of record Not connected yet
What Nimble is

Social CRM Simplified. With Nimble’s social CRM, easily manage all your contacts, communications, activities and sales in one single place.

Description supplied by Nimble.

The trigger

What starts a check

You do not open StackGo. A change in the system starts the work, and the system stays your source of truth.

  • New Contact
The write-back

What StackGo puts back on the record

A Nimble connector would write named fields onto the record, not a link to a portal. These are the fields StackGo writes on the systems it connects to today.

  • Verification status
  • Risk rating
  • Last checked
  • Report link
  • Verified name
  • Date of birth
  • Document checked
  • Screening result
  • Beneficial owners
  • Form responses
  • Verification report (PDF)

Every field is optional. What each one holds, and which carry personal data, is set out once in what “integrates with” actually means.

How it lands in Nimble
  • Create Contact
  • Create Task

Nimble's own write operations. The result goes onto the record you already work in.

Questions

Common questions about Nimble

What does nimble software do?

Social CRM Simplified. With Nimble’s social CRM, easily manage all your contacts, communications, activities and sales in one single place.

What is nimble?

Social CRM Simplified. With Nimble’s social CRM, easily manage all your contacts, communications, activities and sales in one single place.

What is the nimble app used for?

Social CRM Simplified. With Nimble’s social CRM, easily manage all your contacts, communications, activities and sales in one single place.

Questions taken from what people actually search in Australia. We answer only the ones our own data answers.

Where this sits

Nimble is the record. StackGo runs the steps around it.

Every step writes back to Nimble, so the client record stays the source of truth.

If you use Nimble, you probably also use

Want Nimble connected?

Requests decide the build order. Tell us and we will tell you where it sits.

Request this integration

Ready to make onboarding minutes, not hours?

Start free and run your first check today, or book a demo and we will walk you through it.