Validate and Troubleshoot Your JobNimbus CRM Integration

Ensure your JobNimbus CRM integration is working correctly in both directions.

Verify Your Workflows Are Active

Before troubleshooting data issues, confirm your Zapier workflows are active and running:

1. Log in to your Zapier account.
2. Navigate to "Zaps" to see all your workflows.
3. Check that all your JobNimbus workflows show as "Active".
4. Review the "Zap Runs" for each workflow to see recent executions by entering the workflow and clicking the option on the left-hand side.
5. If a workflow is paused or off, publish it to turn it back on.

Test With Sample Data

To verify your workflows are configured correctly:

1. In Zapier, open one of your JobNimbus workflows.
2. Click "Test" on each step to run it with sample data.
3. Verify that each step completes successfully without errors.
4. Check that the final action step (Create Contact or Update Lead) shows success.
5. Look in the destination platform to confirm the record was created.

Troubleshoot WhatConverts to JobNimbus Workflows

Issue: Contacts Not Being Created in JobNimbus

Possible causes and solutions:

• Workflow is paused or turned off: Check your Zapier dashboard and turn the workflow back on
• API credentials expired: Reconnect both your WhatConverts and JobNimbus accounts in Zapier
• Required fields missing: Verify that the WhatConverts lead has all required information (name, email, or phone)
• Trigger not firing: Check WhatConverts to confirm new leads are actually being tracked

Issue: Lead ID Not Storing in JobNimbus

Possible causes and solutions:

• External ID field not mapped: Check your workflow to ensure the Lead ID from WhatConverts is mapped to the "External ID" field in JobNimbus
• Wrong action used: Verify you're using the "Create Contact" action, which includes the External ID field
• Field left blank: Ensure the External ID field mapping is not empty in your Zapier workflow

Issue: Duplicate Contacts Being Created

Possible causes and solutions:

• No duplicate checking: JobNimbus may not automatically prevent duplicate contacts. Consider adding a "Find Contact" step before creating to check for existing contacts and only continue if no match is found.
• Different contact information: If phone or email formatting differs slightly, JobNimbus may not recognize them as duplicates
• Workflow triggering multiple times: Check your Zapier task history to see if the workflow is running multiple times for the same lead

Troubleshoot JobNimbus to WhatConverts Workflows

Issue: Leads Not Being Updated in WhatConverts

Possible causes and solutions:

• Lead ID not stored: If the JobNimbus contact doesn't have a WhatConverts Lead ID in the "External ID" field, the update can't find the correct lead
• External ID field not mapped: Verify your workflow is pulling the Lead ID from the "External ID" field in JobNimbus
• Wrong lead ID value: Check that the stored Lead ID in the External ID field actually corresponds to an existing lead in WhatConverts
• Find Lead step failing: If using the Find Lead approach, ensure the phone or email exactly matches the lead in WhatConverts
• Job not associated with contact: Ensure the job in JobNimbus is associated with a contact that has the Lead ID stored in the External ID field

Issue: Quote/Sales Values Not Updating Correctly

Possible causes and solutions:

• Wrong field mapping: Verify you're mapping the correct JobNimbus job contract amount to Quote Value and Sales Value in WhatConverts
• Data type mismatch: Ensure the values being sent are numbers, not text
• Empty values: Check that the JobNimbus job actually has a contract amount value
• Field mapping to the wrong WhatConverts field: Confirm you're updating the correct fields (Quote Value vs Sales Value)
• Job status not triggering: Ensure your trigger is configured to fire on the correct job status changes

Issue: Workflow Updates Wrong Lead

Possible causes and solutions:

• No Lead ID stored: Without the stored Lead ID, the Find Lead step may match the wrong lead if multiple leads share similar contact information
• Search criteria too broad: If searching by partial phone or email, you may match incorrect leads. Use exact match criteria
• Multiple leads with the same contact info: Some businesses may have legitimate duplicate contact information. This is why Lead ID storage is critical

Issue: Trigger Firing Too Often

Possible causes and solutions:

• Trigger set to any job update: If your trigger is "Updated Job" without filters, it will fire on any field change. Add trigger filters to only fire on specific job status changes
• Bulk updates in JobNimbus: If you're doing bulk updates in JobNimbus, this may trigger many workflow runs. Consider temporarily pausing the workflow
• Integration loops: Ensure you don't have workflows that create circular updates between the platforms

Validate Data Accuracy

For WhatConverts to JobNimbus workflows

1. Create a test lead in WhatConverts with known details.
2. Wait for the workflow to trigger (usually within 1-15 minutes).
3. Check your JobNimbus account for the new contact.
4. Verify all mapped fields are populated correctly.
5. Confirm the Lead ID is stored in the custom field.

For JobNimbus to WhatConverts workflows

1. Update a job in JobNimbus or change its status.
2. Ensure the associated contact has a WhatConverts Lead ID stored in the "External ID" field.
3. Wait for the workflow to trigger.
4. Check WhatConverts to confirm the lead was updated with the correct job values.
5. Verify the update was applied to the correct lead (check using the Lead ID).

Check API Connection Status

If you suspect authentication issues:

1. In Zapier, open your JobNimbus workflow.
2. Click on any JobNimbus step.
3. Click "Change" next to the connected account.
4. Try reconnecting with your JobNimbus API key.
5. Repeat for the WhatConverts connection if needed.
6. Test the connection by running a sample through the workflow.

Related Topics

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