Validate and Troubleshoot Your JobNimbus CRM Integration

Ensure your Zapier workflows correctly send new WhatConverts leads to JobNimbus as contacts.

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) shows success.
5. Look in the JobNimbus 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

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.

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
• Send Leads from WhatConverts to JobNimbus CRM