Nimble CRM Launches Email Sequence Automation for End-to-End Sales Management

Nimble’s new Email Sequence Automation is designed to streamline your entire sales process from lead capture to conversion.

This update connects Email Sequences with Workflows, Web Forms, and Webhooks to automate follow-ups, personalized outreach, and repetitive tasks.

By automating these processes, you can focus on building relationships, closing more deals, and growing your business—without losing the personal touch that makes your outreach effective.


What’s New: Nimble’s Latest Automation Tools

Here’s a breakdown of the new features included in this update:

  • Web Forms & Webhooks Connected to Email Sequences: Automatically enroll contacts into personalized email sequences when they submit a web form or trigger a webhook. Whether it’s an e-commerce sale, invoice payment, or a customer support ticket, you can now initiate tailored email sequences to keep your leads engaged and moving through your sales process.

  • Web Forms & Webhooks Connected to Workflows: Contacts can now be automatically added to specific Workflow pipelines and stages after submitting a web form or triggering a webhook, ensuring that they receive the right attention at the right time.

  • New Workflow Automation with Email Sequences: When a contact moves from one stage to another in a workflow, they can be automatically added to an existing email sequence, providing automated but personalized outreach that helps nurture the relationship.

  • Email Sequences Connected to Workflows: Contacts can be moved to a specific stage in a workflow based on their interactions with an email sequence. For example, if a contact engages with a cold email sequence, they can be automatically moved to a warm sequence for further nurturing.

In Summary: All-in-One Solution from Lead Capture to Conversion

You can capture leads through web forms, automatically nurture them with personalized email sequences, and seamlessly move them into a workflow pipeline to track their progress.

From the moment a prospect enters your system to when they become a customer, Nimble streamlines every step, giving you full visibility and control over the entire journey. It’s truly a “soup-to-nuts” approach, covering everything you need to drive business growth and build lasting relationships.

As Craig Jamieson, Managing Partner at Adaptive Business Services, puts it:

“Much of the focus for marketing and sales today is on automation, integration, and personalization. Nimble’s introduction of workflow automation included personalized messaging. Their web forms and webhooks facilitated automated contact creation. Email sequencing combines both automation and personalization. That’s the real POWER of Nimble.”

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But Wait, There’s More: Ready-Made Templates to Boost Your Email Campaigns

We developed ready-made email sequence templates for various departments and industries to save you time and effort, making it easier to get started without building them from scratch.

These templates are not only easy to use but also highly customizable, allowing you to tailor them to your specific needs. Whether you are in marketing, sales, HR/recruiting, or any other department, we’ve got you covered.


Let’s Dive into Some Use Cases, Shall We?

For instance, if you’re dealing with cart abandonment, you can use the Abandoned Cart template to automatically send a series of follow-up emails to customers who left items in their cart, reminding them to complete their purchase and even offering incentives to encourage the sale.



Similarly, if you have inbound leads signing up through a webform, there’s a specific template for this use case.



Integrating Webhooks and Web Forms with Email Sequences

Our new automation features enable seamless bidirectional communication between your web forms, webhooks, and email sequences.

This means when a contact submits a web form response, they can be automatically enrolled in a relevant email sequence, ensuring timely and personalized follow-up. Likewise, specific actions triggered by webhooks, such as completing a purchase or making a payment, can initiate targeted email sequences that keep your contacts engaged.

For example, when a potential customer submits a webform, they can be automatically enrolled in a tailored sequence that nurtures the lead, starting with a welcome email and progressing through educational content to guide them toward a purchase decision. This ensures continuous engagement and maximizes the chances of conversion.

In another scenario, if a webhook indicates that a contact has an outstanding invoice, the automation can trigger a sequence designed to address overdue payments. This might include a series of escalating reminders, helping to manage overdue accounts efficiently and improving cash flow without requiring manual intervention.


Watch this video to see it in action:



Automate Processes with Workflow and Email Sequence Integration

Nimble’s integration between workflows and email sequences is bidirectional, offering powerful automation capabilities. When a contact enters a specific stage in a workflow, they can be automatically enrolled in a corresponding email sequence, ensuring that they receive timely and relevant communication tailored to their current position in the process.

Conversely, if a contact reaches a certain point in an email sequence, they can be automatically moved into a specific workflow. This dynamic interaction between workflows and email sequences allows for a seamless, automated flow of tasks and communications, enhancing efficiency and ensuring that every lead or customer is handled with precision at the right time.

Here are some examples of how this bidirectional integration can be leveraged to enhance your workflow automation:

For instance, when a new customer is added to a “New Customer Onboarding” workflow, they can automatically be enrolled in an onboarding email sequence. As they progress through different stages—such as account setup or first product use—they receive tailored emails that guide them through each step, ensuring a smooth and supportive onboarding experience.

Another example is in lead scoring and sales engagement. If a lead reaches a certain engagement threshold within an email sequence—like clicking on a key link or requesting more information—they can automatically be moved into a “Hot Lead” workflow. This transition might trigger actions such as alerting your sales team, scheduling a demo, or sending a personalized offer, ensuring high-potential leads are promptly identified and nurtured toward conversion.



Driving Business Growth Through Email Integration and Automation

With Nimble’s new Email Sequence Automation, you can now manage your entire sales process more efficiently than ever before.

From capturing leads to nurturing them through automated email sequences, this update empowers you to focus on what really matters: growing your business.

Imagine a sales representative at a growing company who spends hours manually following up with leads and nurturing them over time. With Nimble, the sales rep can now automate the entire outreach process. For example, when a potential lead fills out a form on the company’s website, the sales rep can set up an automated sequence of follow-up emails that nurture the lead based on their interactions.

If the lead opens the email but doesn’t respond, the next message might offer a free demo or resource. If they engage, the sequence adjusts to provide personalized content or escalate to a meeting request. Additionally, if the lead engages further, they can automatically be entered into a workflow for continued nurturing, ensuring that step-by-step processes are streamlined without manual intervention.

This workflow automation helps guide the lead through the sales funnel efficiently, whether it’s scheduling a follow-up call, sending targeted resources, or assigning tasks to the sales team for personal outreach.

This automation frees up the sales rep’s time, allowing them to focus on closing deals and building stronger relationships with qualified leads. The result is a more streamlined, efficient sales process that improves lead conversion rates and helps the business grow faster.



Grow Your Business with Nimble’s New Email Sequence Automation – Simplify, Automate, and Succeed 

At Nimble, we’re committed to continuously building a tool that empowers you to manage your entire sales process in one place.

From capturing leads to converting them into customers and driving new business, our goal is to provide you with everything you need for success.

That’s why we’re thrilled to introduce our latest update: Email Sequence Automation. With seamless integration between Email Sequences, Web Forms, Workflow Pipelines, and third-party applications via Webhooks, you can now streamline your sales process like never before.No complicated setups, no extra costs—just a streamlined process that lets you focus on what really matters: growing your business.