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JobNimbus | Set Up

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Article Overview

The following steps are required to set up the JobNimbus integration through the SalesRabbit Marketplace.

Note: This integration is only available to customers on SalesRabbit's Pro or Enterprise membership plans. Additionally, administrative access is required in order to access API keys and other credentials/settings in configuring this integration.

 

Part 1: Add Custom Fields

This part will cover how to create the JobNimbus API custom field in SalesRabbit.

  • From the SalesRabbit Web App, navigate to "Settings" -> "Custom Lead Fields".

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  • Create a new API field type, and rename it "Job Nimbus Contact ID".
  • Click "Publish" in the bottom right corner.

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Field Name Field Type Description Field Key
Job Nimbus Contact ID Lead Field - API Reference ID for update or creation of a Job Nimbus contact. jobNimbusContactID

 

Part 2: Form Creation

SalesRabbit's marketplace integration with Job Nimbus utilizes form submission to push lead information from SalesRabbit to Job Nimbus. This part will demonstrate how to create the form in SalesRabbit that will be used for form submission to send lead information from SalesRabbit to Job Nimbus.

  • From the SalesRabbit Web App, navigate to "Setting" -> "Form Builder".

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  • Select "+ New Form" in the upper right corner.

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  • In the upper left corner, name your form (ex: Submit to Job Nimbus).
  • Rename the section to "Contact Details".

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  • Click and Drag the following "Lead Fields" and "Form Fields" onto your form from their respective dropdowns:
Field Name Field Type Required/Optional Description* Field Key
First Name Lead Field - First Name Required* First Name of customer firstName
Last Name Lead Field - Last Name Required* Last Name of customer lastName
Business Name Lead Field -Business Name Optional Business Name businessName
Phone Lead Field - Phone Optional Phone of customer phonePrimary
Alternate Phone Lead Field - Alternate Phone Optional Secondary Phone of Customer phoneSecondary
Home Phone Number Form Field - Phone Optional Home Phone of customer homePhoneNumber
Fax Number Form Field - Text Optional Fax number faxNumber
Email Lead Field - Email Optional Email of customer email
Street Address Lead Field - Street Address Optional Street Address of customer street1
Apt/Suite Lead Field - Apt/Suite Optional Apartment or suite number street2
City Lead Field - City Optional City of customer city
State Lead Field - State Optional State of customer state
Postal Code Lead Field - Postal Code Optional Postal Code of customer postalCode
Appointment Time Lead Field - Appointment Optional Appointment Time from form appointmentTime
Notes Lead Field - Notes Optional Notes from the Lead note
LeadSource Form Field - Dropdown Optional Can be passed to indicate the source of a lead (see image) leadSource
Job Nimbus Contact ID Lead Field - Job Nimbus Contact ID Optional Reference ID for update or create of JobNimbus Contact jobNimbusContactID
Custom Fields Lead Field(s) Optional Create as many custom fields as you'd like that have a corresponding field in JobNimbus Auto Assigned
  • A completed form will appear like the following example:

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  • Before publishing your form, select the cogwheel icon in the upper left hand corner -> enable "Custom Form Responses".
  • Click "Publish" in the bottom right corner and confirm.

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Part 3: Create Job Nimbus Contact ID and API Key

This part will demonstrate how to create a SalesRabbit ID Job Nimbus Contact ID and how to obtain a Job Nimbus API Key that will be used in the configuration wizard.

Create a Job Nimbus Contact ID

    • Go to "https://app.jobnimbus.com/default.aspx" and log in.
    • In the top right-hand corner, select the user dropdown and click "Settings".
    • Next, select "Workflows & Fields" -> "Contact Fields".

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  • Click "+ Add Contact Field".

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  • In Field Name, type: "SalesRabbit ID".
  • In the Type field, select "Text".
  • Click "Save".
  • "SalesRabbit ID" will now appear on your list of contact fields.

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Obtain a Job Nimbus API Key

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  • Select the button "New API Key" in the upper right corner.

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  • At the bottom of your current list of API Keys, name your new API key "SalesRabbit" & set the Access profile to "Admin" access or higher (eg. "Owner"). 
  • "Save" the API key.
  • Next, "Copy" your new API key. You will need this API key to complete the configuration wizard in SalesRabbit. This will be referred to as the JobNimbus API key during the documentation. 

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Part 4: Job Nimbus Configuration Wizard

This part will walk through the different pages in the Job Nimbus configuration wizard found in the SalesRabbit Integration Marketplace.

  • From the SalesRabbit Web App, navigate to "Integrations" -> "Marketplace" -> select the Job Nimbus integration tile.

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  • Navigate to the "Configuration" tab -> click "Enable".

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  • Give your authentication a name and paste your API token in the Key field -> click "Create".

  • Use the "+ Add Form" button to select the form you created in Part 2 of this article.
  • Click "Next" to move onto the next page of the configuration.

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  • Record Type Configuration Page:
    • By default, a contact will be created/updated when sending lead information from SalesRabbit to Job Nimbus through form submission. Select the other record types you'd like to create/update when pushing lead information from SR to JobNimbus:
      • Job Creation (optional):
        • Allows SalesRabbit to create/update a job in JobNimbus when a form is submitted. The job will be associated to the contact.
        • Note: checking this box will add an additional page to the configuration called "Job Records".

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    • Task Creation (optional)
      • Allow SalesRabbit to create a task in Job Nimbus when an appointment time is present. The task will be associated to the contact.
        • Note: if "Job Creation" is enabled, the task will be associated to the job instead.
      • If creating a task, choose the task type from your account and enter in a default talk length (in minutes).
      • Assign Task to Contact/Job Owners (optional):
        • Allows SalesRabbit to assign the appointment (task) to the owner of the primary record. This will be the contact owner(s) unless you have "Job Creation" enabled.
        • Note: for this feature to function, the Task Type must be Appointment.
        • Note: if left unchecked, or if owner(s) cannot be found on the record, an unowned appointment task will still be created.

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    • File Upload (optional):
      • Checking this box allows SalesRabbit to create file in Job Nimbus
        • Note: Files are only updated when the form has been submitted.

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    • Click "Next" to proceed to the next configuration page.

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  • Contact Records Page:
    • This page allows you to manage your contact fields.
      • Default Fields: When disabled, you can modify your standard SalesRabbit field mappings.
        • This will be enabled by default
      • Custom Fields: When enabled, you can add custom SalesRabbit field mappings.
        • Note: if "Custom Fields" is checked, you will map SalesRabbit Custom Lead Fields to Job Nimbus fields on the next page of the configuration.

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    • Lead Sync: Allow SalesRabbit to create/update contacts in JobNimbus when the status is updated. When enabled use the Lead Status Mappings below to create a list of lead statuses to sync with JobNimbus. (If using Lead Sync, scroll to the bottom of this config page to map your SalesRabbit lead statues to your Job Nimbus Contact Statuses)
      • Note: This option may produce incomplete data.

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    • Select your Job Nimbus Lead Source from the drop down
      • Tip: Create a custom "SalesRabbit" lead source in your Job Nimbus so you know when the leads come from SalesRabbit!

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    • Select Contact Workflow and Status(es)
      • Use the "+ Add Mapping" button to map your SalesRabbit Lead statuses to your Job Nimbus contact statuses.

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    • Click "Next" to proceed to the next configuration page.

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  • Job Records Page:
    • Note: this page will only appear in the configuration if you've enabled "Job Creation".
    • This page allows you to manage your contact fields.
      • Default Fields: When disabled, you can modify your standard SalesRabbit field mappings.
        • This will be enabled by default
      • Custom Fields: When enabled, you can add custom SalesRabbit field mappings.
        • Note: if "Custom Fields" is checked, you will map SalesRabbit Custom Lead Fields to Job Nimbus Job fields on the next page of the configuration.

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    • Select your Job Nimbus Job Workflow and statuses.
      • Select your Job Workflow.
      • Select your default Job Status.
        • The default status is only applied during form submission if a mapping is not found in the list.
      • Job Status Mapping:
        • Use the "+ Add Mapping" button to map your SalesRabbit lead status to your Job Nimbus Job statuses.

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    • Click "Next" to proceed to the next configuration page.

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  • Users & Locations Page:
    • "Use User Email Address":
      • When checked SalesRabbit will lookup your users in Job Nimbus by their email address (assuming an email address is not present in the SalesRabbit user's "External ID" field).
      • Note: If left unchecked, Job Nimbus user email addresses will need to be added as "External IDs" on every SalesRabbit user record.
    • "Use Job Nimbus Location":
      • Allows SalesRabbit to assigned Job Nimbus records to a Job Nimbus location. When enabled, use the "+ Add Mapping" button to create a list of location mappings between SalesRabbit and Job Nimbus.

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    • Click "Next" to proceed to the next configuration page.

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  • SalesRabbit Lead Records Page:
    • This page allows users to enable 2-way syncing through Job Nimbus Contacts.
    • Lead Creation:
      • Checking this box allows Job Nimbus to create a new lead in SalesRabbit when a contact is created in Job Nimbus.
      • Note: when enabled, you'll need to select a default SR Lead Status and Owner.

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    • Contact Sync:
      • Checking this box allows Job Nimbus to update the SalesRabbit lead's status when the contact status is updated in Job Nimbus.
      • Note: when enabled, you'll need to select a Contact Workflow and create a list of Contact Status Mappings that you'd like to use to update SalesRabbit leads.

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    • Click "Next" to proceed to the next configuration page.

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  • Lead Records Page Continued:
    • Note: this option will only appear if "Job Creation" was previously enabled.
    • Checking the "Job Sync" box allows Job Nimbus to update the lead status of a SalesRabbit lead when the Job Status is updated from Job Nimbus.
      • When enabled, use the "+ Add Mapping" button to create a list of Job Status Mappings that you'd like to use to update SalesRabbit lead statuses.

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  • Once completed, click "Finish" and your changes will be saved/applied.

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Your JobNimbus integration should now be live and allow you to create leads in JobNimbus through form submission! If you have any issues or problems please reach out to support or your CSM for help configuring this integration. 

If needed, link to the next section: Help Center Section

 

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