JobNimbus CRM - Overview
The JobNimbus CRM section walks you through connecting WhatConverts to JobNimbus so leads are delivered into your project and sales pipeline and revenue data flows back into your marketing reports. These articles cover setup, lead delivery, value syncing, and troubleshooting.
Why It Matters
A properly configured JobNimbus CRM integration connects your marketing leads to your project pipeline. This section helps you:
- Connect WhatConverts to JobNimbus CRM and verify the integration.
- Understand how data flows between the two platforms.
- Send leads from WhatConverts to JobNimbus CRM with full attribution.
- Receive quote and/or sales value from JobNimbus CRM back into WhatConverts.
- Validate and troubleshoot the integration to keep data accurate.
With JobNimbus connected, every marketing-generated lead can be tracked from first touch through to the completed project and revenue.
Articles in This Section
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