Quote Roller and Nimble integration

 

You can integrate both system using LiveFrame. In order to enable LiveFrame within QuoteRoller, go to Settings -> Integrations -> LiveFrame Settings and enable it.

liveframe_enable.jpg

 

When LiveFrame is enabled, QuoteRoller generates a unique iFrame link which should be embedded in Nimble the External Web Pages and accepts one parameter - client's email. Quote Roller will pull information about the customer by email including proposals sent to this customer and will display it in the iFrame. You will see all the information related to this customer right in Nimble.

 

liveframe_copy.jpg

 

Copy this link to go to Nimble. Open Settings -> Integrations -> External Pages and add a new external page. Name it Quote Roller and put the copied link from Quote Roller.

 

nimble_external_page.jpg

 

nimble_external_page_add.jpg

 

THIS IS IMPORTANT: You need to change parameter [[EMAIL]] in the link to {email} as shown below.

From: https://yourdomain.quoteroller.com/integration/external/live-frame/XXXXXXXXXX/?email=[[EMAIL]]

To: https://yourdomain.quoteroller.com/integration/external/live-frame/XXXXXXXXXX/?email={email}


Save settings and go to any contact in Nimble. When you activate External Pages tab and choose Quote Roller from a dropdown, all the information will be pulled from Quote Roller (based on the customer email address) and you will see all the proposals sent to this client.


nimble_external_page_contact.jpg

 

You can disable or regenerate the link (of it's compromised) and access by the old one will be blocked.