Send Leads from WhatConverts to JobNimbus CRM

This article provides step-by-step instructions for creating a Zapier workflow that automatically sends new leads from WhatConverts to JobNimbus as contacts.

Before You Begin

Make sure you have:

• Completed the setup steps in the Connect WhatConverts to JobNimbus CRM article
• 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

Create Your Lead to Contact Workflow

To build your Zapier workflow for sending leads from WhatConverts to JobNimbus:

Step 1: Set Up the Trigger

1. Log in to your Zapier account.
2. In the left-hand menu, click "+ Create", then click "Zaps".
3. Use the AI Copilot to enter the integration you are setting up, or use the Trigger Box and search for "WhatConverts".
4. Choose "New Lead" as the trigger event. Click "Continue".
5. Connect your WhatConverts account using your Profile ID and Secret Token.
6. Test the trigger to verify the connection works and review sample lead data.

Step 2: Create a Contact in JobNimbus

1. Click the Action step to select a platform.
2. Search for and select "JobNimbus". Choose "Create Contact" as the action, then click "Continue".
3. If not already connected, sign in to your JobNimbus account by entering your API key.
4. Map the following fields from the WhatConverts lead (Step 1):
   • External ID: Map the "Lead ID" from Step 1 (this is critical for future updates)
   • Additional fields as needed from your lead data
5. Test this step to create a test contact in JobNimbus and verify the contact appears correctly.

Understand the Lead ID Storage

When this workflow creates a contact in JobNimbus, it stores the WhatConverts Lead ID in the "External ID" field. This field is built into JobNimbus and available in Zapier without needing to create custom fields. This Lead ID is crucial for the reverse workflow that sends sales data from JobNimbus back to WhatConverts. With this ID stored, future workflows can directly update the correct lead in WhatConverts without needing to search by phone or email.

Activate Your Workflow

Once you've successfully tested all steps:

1. Review the entire workflow to ensure all mappings are correct.
2. Verify the Lead ID custom field is properly mapped.
3. Click "Publish" to activate the Zap.
4. Monitor the first few leads that come through to ensure contacts are created correctly.

Related Topics

• What is the JobNimbus CRM Integration?
• Connect WhatConverts to JobNimbus CRM
• Understand the JobNimbus CRM Integration
• Send Quote and/or Sales Value from JobNimbus CRM to WhatConverts
• Validate and Troubleshoot Your JobNimbus CRM Integration