Integrations

  1. Home
  2. Docs
  3. Integrations
  4. JobNimbus CRM Integration

JobNimbus CRM Integration

JobNimbus is a simple CRM and project management software. WhatConverts integrates with JobNimbus through Zapier to send leads directly into the CRM software.

The first step for integrating WhatConverts with JobNimbus is to create a Zapier account and connect your WhatConverts account. Click on the following for instructions on how to connect WhatConverts with Zapier.

Adding Phone Call Leads to JobNimbus

1Log into Zapier and click “Make a Zap“. Select “WhatConverts” as your Trigger App and “New Lead” as the Trigger. Connect your WhatConverts account continue through to Pull in Samples. Once the test is successful, click “Continue”.

2Add a step and select “Filter” as the app. Select “Only continue if…” as the filter. From the drop-down menu select “Lead Type“, “(Test) Exactly matches” and type in “Phone Call“.

JobNimbus

Click “Continue“.

3Add “JobNimbus” as the Action/Search App (Step) and “Create Contact” as the Action. Connect your JobNimbus account and click “Continue“. Set up the JobNimbus template:

    Last Name: Caller Name
    Description: Type in then select (from Step 1) “Source“, “Medium“, “Campaign“, “Keyword“, “Content“, “Lead URL” and “Landing URL“.
    Home (or Work) Phone: Caller Number
    City: Caller City
    External ID: Lead ID

Full JobNimbus Phone Call import setup

Click “Continue“, send a test to JobNimbus, click “Continue“. Give your Zap a name and turn your Zap “On“. All the calls you receive in your WhatConverts account will now be sent as new contacts in JobNimbus.

Adding Form Submission Leads to JobNimbus

1Submit a test form submission from your contact form on your site.
2Log into Zapier and click “Make a Zap“. Select “WhatConverts” as your Trigger App and “New Lead” as the Trigger. Connect your WhatConverts account continue through to Pull in Samples. Once the test is successful, click “Continue”.

3Add a step and select “Filter” as the app. Select “Only continue if…” as the filter. From the drop-down menu select “Lead Type“, “(Test) Exactly matches” and type in “Web Form“.

Web Form Filter

Click “Continue“.

4Add “JobNimbus” as the Action/Search App and “Create Contact” as the Action. Connect your JobNimbus account and click “Continue“. Set up the JobNimbus template:

Email: Find and select the “email” field from your test submission in Step 1.
Description: Type in then select “Source“, “Medium“, “Campaign“, “Keyword“, “Content“, “Lead URL” and “Landing URL“.
JobNimbus Integration Description

    Note: Match all of the fields with the corresponding fields from your form submission.

Click “Continue“, send a test, click “Continue“, give your Zap a name and turn your Zap “On“. All the form submissions you receive in your WhatConverts account will now be sent as new contacts in JobNimbus.