OnePageCRM + JobNimbus Integration

Connect OnePageCRM to JobNimbus - Automate your workflows in 1-click

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Ready workflows for OnePageCRM + JobNimbus Integration

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Create JobNimbus contact for new OnePageCRM 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 OnePageCRM - JobNimbus integration, anytime a new OnePageCRM 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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Create JobNimbus task for new OnePageCRM contact

In OnePageCRM, 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 JobNimbus task for new OnePageCRM deal

OnePageCRM + JobNimbus Integration

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Create OnePageCRM contact for new JobNimbus 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 JobNimbus - OnePageCRM integration, anytime a new JobNimbus contact is created, an OnePageCRM 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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Contact is updated in OnePageCRM
New contact is created in OnePageCRM
Pending deal is created in OnePageCRM
Deal is won in OnePageCRM
New action is created in OnePageCRM
Contact is created in JobNimbus Instant
Contact is updated in JobNimbus Instant
Contact is deleted in JobNimbus Instant
Work order is created in JobNimbus Instant
Work order is updated in JobNimbus Instant
Work order is deleted in JobNimbus Instant
Material order is created in JobNimbus Instant
Material order is updated in JobNimbus Instant
Material order is deleted in JobNimbus Instant
Task is created in JobNimbus Instant
Task is updated in JobNimbus Instant
Task is deleted in JobNimbus Instant
Job is created in JobNimbus Instant
Job is updated in JobNimbus Instant
Job is deleted in JobNimbus Instant
Invoice is created in JobNimbus Instant
Invoice is updated in JobNimbus Instant
Invoice is deleted in JobNimbus Instant
Estimate is created in JobNimbus Instant
Estimate is updated in JobNimbus Instant
Estimate is deleted in JobNimbus Instant
Activity is created in JobNimbus Instant
Activity is updated in JobNimbus Instant
Activity is deleted in JobNimbus Instant

Create contact in OnePageCRM
Add note to a contact in OnePageCRM
Create note attachment in OnePageCRM
Search contact by name in OnePageCRM
Create contact in JobNimbus
Get contact by id in JobNimbus
Create job in JobNimbus
Create task in JobNimbus
Create Attachment in JobNimbus

3x-10x Less Expensive Than Zapier

Zapier

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750 Tasks

in $19.⁹⁹

Integrately

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2,000 Tasks

in $19.⁹⁹

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Integrate OnePageCRM & JobNimbus In 1 Click
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Want to automate something else in your workflow?

You Can Also Connect OnePageCRM or JobNimbus With 1100+ Other Apps

OnePageCRM is the ideal platform that converts complexity into simplicity. Users can plan, track and convert leads into customers, reach targets on time and grow their business fast.

See OnePageCRM Integrations

JobNimbus is an all-in-one software solution for roofing contractors, offering tools for marketing, sales, production, communication, and invoicing. Enhance your workflow with smart estimating, digital signatures, automated texting, and more.

See JobNimbus Integrations