Understand the JobNimbus CRM Integration

Understand how the JobNimbus CRM integration works, including the data flow, workflow structure, and technical implementation details.

Integration Architecture

The JobNimbus integration uses Zapier workflows to connect WhatConverts and JobNimbus in both directions. Each type of data you want to sync requires its own Zap.

Each Zap monitors one platform for specific events, such as new leads or job updates, maps the relevant fields, and then creates or updates the corresponding record in the other platform.

This approach keeps data synchronized while giving you full control over what is sent and when.

Data Flow Options

The JobNimbus CRM integration supports two data flow directions:

From WhatConverts to JobNimbus

• New leads trigger workflows that create contact records in JobNimbus
• Lead information includes name, phone, email, and other tracked details
• The WhatConverts Lead ID is stored as a custom field in JobNimbus for future reference
• This workflow typically involves 2-3 steps: trigger and create action

From JobNimbus to WhatConverts

• Job updates in JobNimbus trigger workflows that update existing leads in WhatConverts
• Job values, contract amounts, and job status flow back to WhatConverts
• The stored Lead ID custom field connects the JobNimbus contact to the correct WhatConverts lead
• Trigger event is "Updated Job" or "New Job"
• This workflow typically involves 3-4 steps: trigger, find/update actions

WhatConverts to JobNimbus Workflow Structure

The lead-to-contact workflow follows a simple structure:

• Trigger: A new lead is created in WhatConverts (from a phone call, form submission, or chat)
• Create Contact: The workflow creates a new contact in JobNimbus with the lead information
• Store Lead ID: The WhatConverts Lead ID is saved as a custom field in the JobNimbus contact record for future updates

JobNimbus to WhatConverts Workflow Structure

The sales tracking workflow follows a more complex structure to ensure proper data matching:

• Trigger: A job is updated in JobNimbus (trigger events: "Updated Job" or "New Job")
• Retrieve Lead ID: The workflow reads the WhatConverts Lead ID from the custom field in the associated JobNimbus contact
• Update Lead: If the Lead ID exists, the workflow uses it to update the correct lead in WhatConverts with job values
• Alternative - Find Lead: If no Lead ID is stored, the workflow can search for the lead in WhatConverts using contact information (phone or email) before updating

Integration Limitations

The JobNimbus CRM integration has several important limitations to consider:

• Manual Workflow Setup: Unlike some plug-and-play integrations, the JobNimbus CRM integration requires you to manually configure each Zapier workflow
• Separate Workflows Required: You must create and maintain distinct Zapier workflows for each data flow direction
• Zapier Account Required: This integration relies on Zapier as the middleware platform, meaning you need an active Zapier account, and your workflows count against any applicable Zapier usage limits
• Custom Field Management: You must manually create custom fields in JobNimbus and properly map them in your Zapier workflows
• No Real-Time Sync: Data syncs based on Zapier's polling intervals (1-15 minutes depending on your Zapier plan), not instantly
• Job Association Required: When sending data from JobNimbus to WhatConverts, the job must be associated with a contact that has the Lead ID stored

Related Topics

• What is the JobNimbus CRM Integration?
• Connect WhatConverts to JobNimbus CRM
• Send Leads from WhatConverts to JobNimbus CRM
• Send Quote and/or Sales Value from JobNimbus CRM to WhatConverts