Editing Sync contacts from ActiveCampaign to Nimble CRM (section)

== Step-by-Step Instructions ==

Follow these detailed steps to set up the integration between ActiveCampaign and Nimble CRM:

=== Adding the "Create and update contacts in Nimble" Action ===

1. Navigate to your automation in ActiveCampaign.
2. Click on '''CX Apps''' in the right menu.
3. Locate the '''Create and update contacts in Nimble''' action and drag it into your automation flow.
4. A dialog box will appear; click the '''Connect''' button.
5. Enter your Nimble account's username and password on the next screen, and follow the prompts to complete the setup.
6. After successful authentication, you will be redirected back to ActiveCampaign, where the dialog box will indicate that the account is connected with an '''Account Connected!''' message. Click the '''Continue''' button.
7. In this step, select the desired '''Field Groups''' from Nimble. You may choose multiple groups; contacts passing through this automation action will be assigned to these selected groups.
8. To select the group(s), click the '''Field Groups''' dropdown, choose the group name(s), and then click the '''Continue''' button.
9. The next step involves mapping contact fields from your ActiveCampaign account to those in Nimble. It is mandatory to map the first name field in Nimble.
10. You may also map additional fields such as '''Last Name''', '''Email''', '''Phone Number''', and any custom contact field by clicking on '''Add Field Mapping''', then selecting the corresponding fields from the dropdowns.
11. After completing the field mapping, click the '''Finish''' button.

Your Nimble integration action will now be effectively added to your automation workflow in ActiveCampaign.

=== Disconnecting Your Nimble CRM Account from ActiveCampaign ===

If you need to disconnect your Nimble account from ActiveCampaign, you can do so without losing any information in Nimble. Follow the steps below:

1. Click on '''Apps''' in the lower left menu.
2. From the expanded view, navigate to '''Connected Apps'''.
3. Click on the '''Nimble CRM''' app.
4. Click the '''Disconnect''' button.
5. A confirmation dialog box will appear. Click the '''Disconnect''' button to finalize the action.

A confirmation message will be displayed at the top of the Nimble CRM app page, indicating successful disconnection.