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.
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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".
- Select the API field type, and rename your new field "Job Nimbus Contact ID".
| 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 |
- Click "Publish" in the bottom right corner.
Part 2: From Creation
This part will cover 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".
- Select "+ New Form" in the upper right corner.
- In the upper left corner, name your form (ex: Submit to Job Nimbus).
- Rename the section to "Contact Details".
- Click and Drag the following Lead Fields and Form Fields onto your form:
| Field Name | Description* | Required/Optional | Description* | Field Key |
| First Name | First Name of customer | Required* | First Name of customer | firstName |
| Last Name | Last Name of customer | Required* | Last Name of customer | lastName |
| Business Name | Business Name | Optional | Business Name | businessName |
| Phone | Phone of customer | Optional | Phone of customer | phonePrimary |
| Alternate Phone | Secondary Phone of Customer | Optional | Secondary Phone of Customer | phoneSecondary |
| Home Phone Number | Home Phone of customer | Optional | Home Phone of customer | homePhoneNumber |
| Fax Number | Fax number | Optional | Fax number | faxNumber |
| Email of customer | Optional | Email of customer | ||
| Street Address | Street Address of customer | Optional | Street Address of customer | street1 |
| Apt/Suite | Apartment or suite number | Optional | Apartment or suite number | street2 |
| City | City of customer | Optional | City of customer | city |
| State | State of customer | Optional | State of customer | state |
| Postal Code | Postal Code of customer | Optional | Postal Code of customer | postalCode |
| Appointment Time | Appointment Time from form | Optional | Appointment Time from form | appointmentTime |
| Notes | Notes from the Lead | Optional | Notes from the Lead | note |
| LeadSource | Can be passed to indicate the source of a lead (see image) | Optional | Can be passed to indicate the source of a lead (see image) | leadSource |
| Job Nimbus Contact ID | Reference ID for update or create of JobNimbus Contact | Optional | Reference ID for update or create of JobNimbus Contact | jobNimbusContactID |
| Custom Fields | Create as many custom fields as you'd like that have a corresponding field in JobNimbus | Optional | Create as many custom fields as you'd like that have a corresponding field in JobNimbus | Auto Assigned |
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Your completed form should look like this example:
- Note: Field API name MUST match the example provided. First and Last Name are required, the other fields are optional.
- 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.
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.
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- 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".
- Click "+ Add Contact Field".
- 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.
Obtain API Key
- While still logged in to "https://app.jobnimbus.com/default.aspx", navigate back to the top right-hand corner, select the user dropdown and click "Settings" -> "Integrations" -> "API".
- Select the button "New API Key" in the upper right corner.
- 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.
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.
- Navigate to the "Configuration" tab -> click "Enable".
- Give your authentication a name and paste your API token in the Key field -> click "Create".
- Select the name of the form you created in Part 2, and select "Next".
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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. Select the other record types you'd like to create/update:
- Job Creation
- Task Creation
- If creating a task, choose the task type from your account and enter in a default talk length (in minutes).
- File Upload
- Checking this box allows SalesRabbit to create file in Job Nimbus
- Note: Files are only updated when the form has been submitted.
- Checking this box allows SalesRabbit to create file in Job Nimbus
- By default, a contact will be created/updated when sending lead information from SalesRabbit to Job Nimbus. Select the other record types you'd like to create/update:
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Configure Contact Fields Page:
- This page allows you to manage your contact fields.
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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
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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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Default Fields: When disabled, you can modify your standard SalesRabbit field mappings.
- This page allows you to manage your contact fields.
- Choose your Lead Source from the drop down
- Pro Tip: Create a custom SalesRabbit lead source in Jobnimbus so you know when the leads come from us!
- Select Contact Workflow and Status(es)
- Next, map your SalesRabbit Lead statuses to your Jobnimbus statuses if using Lead Sync
- Lastly, if Custom Fields for the Contact are toggled on, map the desired SalesRabbit fields to the Jobnimbus fields
Step 6: Job Records: Configure your JobNimbus Job Records
- Default Fields: When disabled, you can modify your standard SalesRabbit field mappings.
- Custom Fields: When enabled, you can add custom SalesRabbit field mappings
- 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: Map your SalesRabbit Status(es) to your Jobnimbus Status(es)
- Lastly, if Custom Fields for the Job are toggled on, map the desired SalesRabbit fields to the Jobnimbus fields
Step 7: Users and Locations: Manage your Users and Locations
- Use User Email Address(recommended):Allow SalesRabbit to lookup users in JobNimbus using their email address if an email is not present in the external IDs. If this option is disabled, email addresses will need to be added as external IDs on every SalesRabbit user record.
- Use Jobnimbus Locations(optional): Allow SalesRabbit to assigned JobNimbus records to a JobNimbus location. When enabled, create a list of location mappings between SalesRabbit and JobNimbus.
Step 8: Enable 2-Way Syncing from Jobnimbus to SalesRabbit
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Lead Creation: Allow JobNimbus to create leads in SalesRabbit when a contact is created. When enabled you'll need to select a default SalesRabbit lead status and lead owner.
- Note: The default owner is only assigned if a user cannot be found via email lookup.
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Contact Sync: Allow JobNimbus to Update the lead status in SalesRabbit when the contact status is updated. When enabled you'll need to create a list of Contact Status Mappings that you'd like to use to update SalesRabbit leads.
- Note: Status Mappings can be used for both Lead Creation and Contact Sync.
Step 9: Enable 2-way syncing with JobNimbus Jobs (OPTIONAL)
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NOTE: This page will only appear if you selected Job Creation referenced in step 4
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NOTE: This page will only appear if you selected Job Creation referenced in step 4
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- Job Sync: Allow JobNimbus to Update the lead status in SalesRabbit when the job status is updated. When enabled you'll need to create a list of Job Status Mappings that you'd like to use to update SalesRabbit leads.
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.
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