Review a contact
Search Nimble contacts for [query], read the matching contact, and summarize the returned customer details.
nimble
Nimble AI Employee
Leina connects to Nimble to help you review customer contacts and keep CRM details current. Ask in your team chat. Leina does the work and brings back the result.
Connect Nimble, choose what to share, and hand off your first task.
Leina + Nimble Example Result
You
Find Jordan Lee at Cedar Labs in Nimble and prepare a short contact brief for my meeting. Include their role, email, and any returned tags.
Leina
I found one matching person at Cedar Labs. The record lists Jordan as Operations Director and includes a work email and two tags.
Nimble · Contact brief
Jordan Lee · Cedar Labs
One matching contact reviewed.
- Role
- Operations Director at Cedar Labs.
- Work email
- jordan.lee@cedar.example
- Recorded tags
- Customer · Renewal 2026.
What Is a Nimble AI Agent?
AI searches Nimble contacts and reads the selected person or company record to prepare a customer brief. You can also ask it to apply specific changes to a known contact.
You specify the source and the destination. Leina uses the content available to your connection and returns the result for you to review.
Nimble
Nimble is a relationship-focused CRM for organizing contacts and customer information.
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Search with context
Use the person’s name and company to find candidate contacts.
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Read the matching record
Retrieve the selected contact and its available fields.
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Prepare the contact brief
Keep contact details and returned tags together.
What to Ask Leina to Do with Nimble
Copy a prompt, add your details, and send it to Leina in your connected team chat.
Update customer fields
Update Nimble contact [contact ID]: replace the work email with [new email] and set the job title to [new title]. Keep other contact details unchanged.
nimble
Your next Nimble task can start with a message.
Connect. Ask. Get the Result.
Tell Leina what you need in your team chat. Include the source, destination, and expected result.
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Connect Your Account
Connect the tools involved and give Leina access to the content it needs.
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Try a Task
Share the source material, say where the result belongs, and describe what you need.
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Check the Result
Review the result and any changes in the connected app.
Put Leina to Work in Nimble
Hand off these everyday tasks to your AI employee.
List Contacts
List or search Nimble contacts with pagination and optional field selection.
Get Contact
Retrieve one Nimble contact by its contact ID.
Create Contact
Create a person or company contact in Nimble using native contact fields.
Update Contact
Update fields, importance, or avatar information on a Nimble contact.
More Tools for Your AI Employee
Connect the Apps your work depends on, and give Leina the context to carry the task forward.
Keep the Conversation Moving. Let Leina Pick Up the Work.
Hand off a task while your team is discussing it. Leina uses your connected tools and brings the result back to the conversation.
See How Leina Works in SlackLeinaExample Result I found one matching person at Cedar Labs. The record lists Jordan as Operations Director and includes a work email and two tags.
Jordan Lee · Cedar Labs
Nimble + Leina: Your Questions, Answered
Can I manage sales deals here?
The exposed actions focus on contacts and do not include deal management.
Can I create company contacts?
create_contact supports person or company contacts using native fields.
Who can generate the API key?
Nimble account administrators can generate API tokens under Settings > API Token.
Make Leina Your Nimble AI Employee
Start with one task you already need to do. Tell Leina what a finished result should look like.
Connect Nimble, choose what to share, and hand off your first task.