Agile CRM + JobNimbus Integration

Connect Agile CRM to JobNimbus - Automate your workflows in 1-click

Make use of Agile CRM and JobNimbus automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Get the best of both with Integrately’s Agile CRM + JobNimbus integration.
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Ready Workflows For Agile CRM + JobNimbus Integration

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Agile CRM + JobNimbus Integration

Create JobNimbus contact for new Agile CRM contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Agile CRM - JobNimbus integration, anytime a new Agile CRM contact is created, an JobNimbus contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Agile CRM + JobNimbus Integration

Create JobNimbus task for new Agile CRM contact

In Agile CRM, when you create a contact, it automatically creates a task in JobNimbus for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Create Your Own Agile CRM & JobNimbus Integration Without Any Code

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Agile CRM + JobNimbus Integration
1.
  • Agile CRM
    Contact is created in Agile CRM

    Triggers the automation when a new contact is created

  • Agile CRM
    Tag is added to contact in Agile CRM

    Triggers the automation when a tag is added

  • Agile CRM
    Deal is created in Agile CRM

    Triggers the automation when a deal is created

  • Agile CRM
    Deal milestone is changed in Agile CRM

    Triggers the automation when a deal milestone is changed

  • Agile CRM
    Task is created in Agile CRM

    Triggers the automation when a new task is created

  • Agile CRM
    Event is created in Agile CRM

    Triggers the automation when a new event is created

  • Agile CRM
    Case is created in Agile CRM

    Triggers the automation when a new case is created

  • JobNimbus
    Contact is created in JobNimbus

    Triggers the automation when a new contact is created

    Instant
  • JobNimbus
    Contact is updated in JobNimbus

    Triggers the automation when a contact is updated

    Instant
  • JobNimbus
    Contact is deleted in JobNimbus

    Triggers the automation when a contact is removed from the particular list

    Instant
  • JobNimbus
    Work order is created in JobNimbus

    Triggers the automation when a work order is created

    Instant
  • JobNimbus
    Work order is updated in JobNimbus

    Triggers the automation when a work order is updated

    Instant
  • JobNimbus
    Work order is deleted in JobNimbus

    Triggers the automation when a work order is deleted

    Instant
  • JobNimbus
    Material order is created in JobNimbus

    Triggers the automation when a material order is created

    Instant
  • JobNimbus
    Material order is updated in JobNimbus

    Triggers the automation when a material order is modified

    Instant
  • JobNimbus
    Material order is deleted in JobNimbus

    Triggers the automation when a material order is deleted

    Instant
  • JobNimbus
    Task is created in JobNimbus

    Triggers the automation when a new task is created

    Instant
  • JobNimbus
    Task is updated in JobNimbus

    Triggers the automation when any task is updated

    Instant
  • JobNimbus
    Task is deleted in JobNimbus

    Triggers the automation when a task is deleted

    Instant
  • JobNimbus
    Job is created in JobNimbus

    Triggers the automation when a new job is created

    Instant
  • JobNimbus
    Job is updated in JobNimbus

    Triggers the automation when a job is updated

    Instant
  • JobNimbus
    Job is deleted in JobNimbus

    Triggers the automation when any job is deleted

    Instant
  • JobNimbus
    Invoice is created in JobNimbus

    Triggers the automation when any invoice is added or modified

    Instant
  • JobNimbus
    Invoice is updated in JobNimbus

    Triggers the automation when an invoice is updated

    Instant
  • JobNimbus
    Invoice is deleted in JobNimbus

    Triggers the automation when an invoice is deleted

    Instant
  • JobNimbus
    Estimate is created in JobNimbus

    Triggers the automation when a new estimate is created

    Instant
  • JobNimbus
    Estimate is updated in JobNimbus

    Triggers the automation when any estimate is modified

    Instant
  • JobNimbus
    Estimate is deleted in JobNimbus

    Triggers the automation when any estimate is deleted

    Instant
  • JobNimbus
    Activity is created in JobNimbus

    Triggers the automation when a new activity is created

    Instant
  • JobNimbus
    Activity is updated in JobNimbus

    Triggers the automation when an activity is updated

    Instant
  • JobNimbus
    Activity is deleted in JobNimbus

    Triggers the automation when any activity is deleted

    Instant
2.
  • Agile CRM
    Create contact in Agile CRM

    Adds a new contact to the database

  • Agile CRM
    Update contact in Agile CRM

    Updates contact information with new details

  • Agile CRM
    Add score to contact in Agile CRM

    Assigns a score to a contact

  • Agile CRM
    Add tag to contact in Agile CRM

    Assigns a tag to a contact

  • Agile CRM
    Create deal in Agile CRM

    Generates a new deal with

  • Agile CRM
    Create task in Agile CRM

    Creates a new task

  • Agile CRM
    Add note in Agile CRM

    Adds a note to the selected item

  • Agile CRM
    Search contact in Agile CRM

    Finds and retrieves contact information

  • Agile CRM
    Search company in Agile CRM

    Finds information about a company

  • Agile CRM
    Create company in Agile CRM

    Generates a new company profile with given details

  • Agile CRM
    Subscribe to campaign in Agile CRM

    Subscribes to a campaign

  • Agile CRM
    Add event in Agile CRM

    Schedule an event

  • JobNimbus
    Create contact in JobNimbus

    Adds a new contact to the database

  • JobNimbus
    Get contact by id in JobNimbus

    Retrieves a contact's information based on their id

  • JobNimbus
    Create job in JobNimbus

    Generates new job

  • JobNimbus
    Create task in JobNimbus

    Creates a new task

  • JobNimbus
    Create Attachment in JobNimbus

    Generates and add attachments to the selected item

3x-10x Less Expensive Than Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Integrate Agile CRM & JobNimbus In 1 Click
And Save Time & Money Both

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