Connect WhatConverts to JobNimbus CRM

Connect WhatConverts to JobNimbus CRM through Zapier to automatically sync lead data and sales information between the two platforms.

Before You Begin

To set up this integration, you will need:

A JobNimbus account
A Zapier account
Your WhatConverts API key:
- For Master Account integrations: Generate a Master API Key
- For Profile integrations: Generate a Profile API Key

Connect JobNimbus to Zapier

To connect your JobNimbus account to Zapier:

When setting up your first JobNimbus step in a Zapier workflow, you'll be prompted to connect your account.
Click "Sign in to JobNimbus".
Enter your JobNimbus API key.
Click "Continue".
Your JobNimbus account will now be connected and available for all your Zapier workflows.

Use the External ID Field in JobNimbus

JobNimbus provides a built-in "External ID" field that can be used to store the WhatConverts Lead ID without creating a custom field. This External ID field is available in Zapier when creating or updating JobNimbus contacts.

When setting up your Zapier workflow:

In the "Create Contact" action, map the WhatConverts Lead ID to the "External ID" field
In workflows that send data from JobNimbus to WhatConverts, retrieve the "External ID" to identify the correct lead to update

The External ID field functions the same way as custom fields in other CRMs. It stores a unique identifier that connects the JobNimbus contact to the specific lead in WhatConverts.

Set Up Your Zapier Workflow

Sending data from WhatConverts to JobNimbus requires a Zapier workflow.

To Send Data from WhatConverts to JobNimbus

Follow the step-by-step instructions in the Send Leads from WhatConverts to JobNimbus CRM article to create the lead-to-contact workflow.

Test Your Connection

After setting up your Zapier workflow:

Create a test lead in WhatConverts.
Verify that the Zapier workflow triggers and completes successfully.
Check JobNimbus to confirm that the contact was created.
Review the Validate and Troubleshoot Your JobNimbus CRM Integration article if you encounter any issues during testing.

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