Nimble

We communicate directly with your Salesforce instance with OAuth. Click the "Connect to Salesforce" button and you will be redirected to Salesforce to authorize the connection to PropFuel.
NOTE: The button says "Connect to Salesforce," but if you are using Nimble, please use the Nimble connector and not the Salesforce connector. They are not interchangeable. 

Fields associated with People Accounts in Salesforce, which is how Nimble stores individuals in the system.

Once a contact is pulled into your PropFuel contacts database from a trigger, any changes made to that contact in Salesforce will be synced into PropFuel within one hour.

The following triggers are available in campaign level workflows

• Contact Search - Search for contacts that match a query using mapped fields

• Salesforce Report - Connect to a saved report in Salesforce and pull contacts from that report into PropFuel.

  • Salesforce reports must include at least one of the following columns:

    • Contact.id

    • Name

    • Email

  • Salesforce reports must be tabular for PropFuel to view them. Summary, joined, or matrix reports are not accessible via the Salesforce API, so they will not be available in PropFuel.
    
    Here’s a quick breakdown of report types:

    • Tabular report: Just a simple list of records — no groupings, no subtotals. Think of it like a basic spreadsheet.

      • Summary report: Allows you to group rows (e.g., by owner, stage, account), and shows subtotals for each group.

      • Matrix report: Groups both rows and columns, great for comparing two dimensions (like stage by owner).

      • Joined report: Combines multiple reports into one view.

• Contact Field - Fill a contact field with either response data from a question, or plain text data

  • Tip: To write a date back to Nimble, you will need to enter YYYY-MM-DD in the Converted Response Date Format field under Advanced Options for the Open Ended question.

• Create Task - Create a task in Salesforce that can be used to track activity or assign a task to a Salesforce user.  You can fill any system or custom fields on your Salesforce task object - Watch Video

Checkbox Field:

• To check a box in Salesforce (e.g., Nimble), insert the value True in PropFuel.

• To uncheck the box, insert the value False.