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:

1. When setting up your first JobNimbus step in a Zapier workflow, you'll be prompted to connect your account.
2. Click "Sign in to JobNimbus".
3. Enter your JobNimbus API key.
4. Click "Continue".
5. 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 workflows:

1. In the "Create Contact" action, map the WhatConverts Lead ID to the "External ID" field
2. 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 Workflows

The JobNimbus CRM integration requires separate Zapier workflows for each type of data you want to sync. Choose which workflows you need based on your business requirements:

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.

To send data FROM JobNimbus TO WhatConverts

Follow the step-by-step instructions in the Send Quote and/or Sales Value from JobNimbus CRM to WhatConverts article to create the sales tracking workflow.

Test Your Connection

After setting up your Zapier workflows:

1. Create a test record in the source platform (lead or contact update, depending on your workflow).
2. Verify that the Zapier workflow triggers and completes successfully.
3. Check the destination platform to confirm that the data was created or updated with the correct information.
4. Review the Validate and Troubleshoot Your JobNimbus CRM Integration article if you encounter any issues during testing.

Related Topics

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