JobNimbus + Salesforce Integration

Connect JobNimbus to Salesforce in 1 click

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1.
  • JobNimbus
    Contact is created in JobNimbus Instant
  • JobNimbus
    Contact is updated in JobNimbus Instant
  • JobNimbus
    Contact is deleted in JobNimbus Instant
  • JobNimbus
    Work order is created in JobNimbus Instant
  • JobNimbus
    Work order is updated in JobNimbus Instant
  • JobNimbus
    Work order is deleted in JobNimbus Instant
  • JobNimbus
    Material order is created in JobNimbus Instant
  • JobNimbus
    Material order is updated in JobNimbus Instant
  • JobNimbus
    Material order is deleted in JobNimbus Instant
  • JobNimbus
    Task is created in JobNimbus Instant
  • JobNimbus
    Task is updated in JobNimbus Instant
  • JobNimbus
    Task is deleted in JobNimbus Instant
  • JobNimbus
    Job is created in JobNimbus Instant
  • JobNimbus
    Job is updated in JobNimbus Instant
  • JobNimbus
    Job is deleted in JobNimbus Instant
  • JobNimbus
    Invoice is created in JobNimbus Instant
  • JobNimbus
    Invoice is updated in JobNimbus Instant
  • JobNimbus
    Invoice is deleted in JobNimbus Instant
  • JobNimbus
    Estimate is created in JobNimbus Instant
  • JobNimbus
    Estimate is updated in JobNimbus Instant
  • JobNimbus
    Estimate is deleted in JobNimbus Instant
  • JobNimbus
    Activity is created in JobNimbus Instant
  • JobNimbus
    Activity is updated in JobNimbus Instant
  • JobNimbus
    Activity is deleted in JobNimbus Instant
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
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2.

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Ready Workflows Ready Workflows   for JobNimbus + Salesforce Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Salesforce + JobNimbus Integration

Create JobNimbus contact for new Salesforce record

Automatically creating JobNimbus contact records for new Salesforce record entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!
See more
JobNimbus + Salesforce Integration

Create Salesforce record for new JobNimbus contact

When a new contact is created in your JobNimbus, you can automatically create a record for them in your Salesforce. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!
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JobNimbus + Salesforce Integration

Create Salesforce 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 - Salesforce integration, anytime a new JobNimbus contact is created, an Salesforce 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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JobNimbus + Salesforce Integration

Create Salesforce opportunity from new JobNimbus contact

Anytime a new contact is created in your JobNimbus, a new opportunity will automatically be created in your Salesforce. This ensures that all of your opportunity are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This JobNimbus - Salesforce integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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JobNimbus + Salesforce Integration

Create Salesforce task for new JobNimbus contact

In JobNimbus, when you create a contact, it automatically creates a task in Salesforce 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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Automations

Top 10 Most Popular JobNimbus Automations from
Integrately Community

Just click on the workflow you want to automate

JobNimbus logo
Google Calendar logo
Create Google Calendar event for new JobNimbus task
Activate
JobNimbus logo
Google Sheets logo
Create Google Sheets row for new JobNimbus contact
Activate
JobNimbus logo
Authorize.Net logo
Create Authorize.Net customer for new JobNimbus contact
Activate
Google Sheets logo
JobNimbus logo
Create JobNimbus contact for new Google Sheets row
CompanyHub logo
JobNimbus logo
Create JobNimbus contact for new CompanyHub record
JobNimbus logo
Google Calendar logo
Create Google Calendar event for new JobNimbus task
Activate
JobNimbus logo
Google Sheets logo
Create Google Sheets row for new JobNimbus contact
Activate
JobNimbus logo
Authorize.Net logo
Create Authorize.Net customer for new JobNimbus contact
Activate
Google Sheets logo
JobNimbus logo
Create JobNimbus contact for new Google Sheets row
CompanyHub logo
JobNimbus logo
Create JobNimbus contact for new CompanyHub record
JobNimbus logo
SmartSuite logo
Create SmartSuite row for new JobNimbus contact
JobNimbus logo
TickTick logo
Create TickTick task for new JobNimbus task
JobNimbus logo
AppSheet logo
Create AppSheet record for new JobNimbus task
JobNimbus logo
Pronnel logo
Create Pronnel item for new JobNimbus task
JobNimbus logo
SureCart logo
Create SureCart contact for new JobNimbus contact
JobNimbus logo
SmartSuite logo
Create SmartSuite row for new JobNimbus contact
JobNimbus logo
TickTick logo
Create TickTick task for new JobNimbus task
JobNimbus logo
AppSheet logo
Create AppSheet record for new JobNimbus task
JobNimbus logo
Pronnel logo
Create Pronnel item for new JobNimbus task
JobNimbus logo
SureCart logo
Create SureCart contact for new JobNimbus contact

Top 10 Most Popular Salesforce Automations from
Integrately Community

Most popularmost-popular-automations
01
Elementor Forms logo
Salesforce logo
Create Salesforce contact for new Elementor Forms form submission
02
Salesforce logo
Telegram logo
Send Telegram message for new Salesforce record
03
Salesforce logo
Microsoft To-Do logo
Create Microsoft To-Do task for new Salesforce task
04
Zoho Desk logo
Salesforce logo
Create Salesforce opportunity for new Zoho Desk ticket
05
Manychat logo
Salesforce logo
Create Salesforce record for new ManyChat external request
cloud
Salesforce
app integration
06
Google Sheets logo
Salesforce logo
Create Salesforce contact for new Google Sheets row
07
Google Sheets logo
Salesforce logo
Create Salesforce record for new Google Sheets row
08
Salesforce logo
WATI logo
Send WATI message for new Salesforce record
09
Salesforce logo
Google Calendar logo
Create Google Calendar event for new Salesforce record
10
WordPress logo
Salesforce logo
Create Salesforce contact for new WordPress user
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1
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2
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3
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JobNimbus
JobNimbus
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.
Salesforce
Salesforce
Salesforce helps you to organize your business data. The platform allows businesses to connect with its customers in real time and across channels, using analytics to drive better business decisions.