Connect Nimble
Nimble builds your CRM from your contacts and conversations: it enriches profiles with data from email and social channels. Strong for relationship management, but the deal that follows still has to become a customer and an invoice in your accounting separately. Schakel brings your contacts across as relations and your won deals across as invoices, so a relationship you carefully build also lands neatly in your ledger.
What travels with Nimble
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Contacts as relations
The contact or company behind a deal becomes a relation in your accounting, with address and VAT number. Existing relations are recognised.
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Won deals as invoices
A deal marked won can land as an invoice with amount and description in your books.
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Value and ledger
The deal value carries over and lands on the ledger you choose, so revenue per deal type stays recognisable.
Why connect Nimble
- A carefully built relationship lands neatly in your ledger.
- Contacts and relations stay clean and free of duplicates.
- Revenue per deal type stays recognisable.
- Sales works in Nimble, your books keep up.
How it works
- 01
Connect Nimble
Connect Nimble to Schakel through its API. You change nothing inside Nimble itself.
- 02
Choose which deals book
Decide which pipeline or stage produces an invoice and on which ledger and VAT rate it lands.
- 03
Won deals flow through
Mark a deal won and the relation and invoice are ready in your books.
Nimble, common questions
Can I connect Nimble to my accounting?
Yes. Request this connector and get access; your contacts and won deals from Nimble are then placed in your accounting as relations and invoices.
Do duplicate relations appear?
No. Existing relations are matched and reused by name or email.
Which accounting can I connect to?
Nimble can connect to packages such as Moneybird, Exact Online and Twinfield. Request the connector for your books.
A Nimble connection you do not see here?
Tell us which system Nimble should connect to. Request it and you get access; you hear from us within 24 hours.