JobNimbus is a Customer Relationship Management tool ideal for home improvement and roofing companies. It tracks your jobs, contacts, and tasks in one simple cloud-based management software.
At a glance:
| Form Submission | Lead Status Auto-Submission | Custom Fields | Lead File Attachments | 2 Way Sync | User Assignment | Lead Status Update Post Submit | Connector |
|---|---|---|---|---|---|---|---|
| ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
What does this integration do?
- Create a contact in JobNimbus.
- Create a Job in JobNimbus.
- Create a Task in JobNimbus.
- Upload lead files from SalesRabbit to the JobNimbus contact.
- Update lead status from JobNimbus back to SalesRabbit.
- Create leads from JobNimbus into SalesRabbit if they don't exist.
- Updates Information to Custom Fields in JobNimbus.
What data is transferred into JobNimbus?
Contact Details:- First Name
- Last Name
- Business Name
- Phone Number
- Alternate Phone
- Fax Number
- Home Phone Number
- Street Address
- Apt/Suite
- City
- State
- Postal Code
- Appointment (JobNimbus Tasks)
- Sales Rep Name
- Any Additional Custom Fields
Job Details:
- Job Name
- Company
- Created By
- Start Date
- Job Street Address
- Job City
- Job State
- Job Zip Code
File Details:
- All Files on SalesRabbit lead
- This includes digital contracts signed in SalesRabbit