JobNimbus + Salesmate Integration

Connect JobNimbus to Salesmate 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
  • Salesmate
    Contact is created in Salesmate
  • Salesmate
    Contact is updated in Salesmate Instant
  • Salesmate
    Deal is created in Salesmate
  • Salesmate
    Deal is updated in Salesmate Instant
  • Salesmate
    Company is created in Salesmate
  • Salesmate
    Company is updated in Salesmate Instant
  • Salesmate
    Activity is updated in Salesmate Instant
  • Salesmate
    Activity is created in Salesmate
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2.

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Ready Workflows Ready Workflows   for JobNimbus + Salesmate Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
JobNimbus + Salesmate Integration

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

Create Salesmate deal from new JobNimbus contact

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

This JobNimbus - Salesmate 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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Salesmate + JobNimbus Integration

Create JobNimbus contact for new Salesmate 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 Salesmate - JobNimbus integration, anytime a new Salesmate 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.
See more
Salesmate + JobNimbus Integration

Create JobNimbus task for new Salesmate contact

In Salesmate, 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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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 Salesmate Automations from
Integrately Community

Most popularmost-popular-automations
01
Elementor Forms logo
Salesmate logo
Create Salesmate contact for new Elementor Forms form submission
02
Survey Monkey logo
Salesmate logo
Create Salesmate contact for new Survey Monkey survey response
03
WPForms logo
Salesmate logo
Create Salesmate contact for new WPForms form submission
04
tawk.to logo
Salesmate logo
Create Salesmate contact for new tawk.to chat
05
Salesmate logo
Credit Repair Cloud logo
Create Credit Repair Cloud client for new Salesmate contact
cloud
Salesmate
app integration
06
Salesmate logo
Telegram logo
Send Telegram message for new Salesmate contact
07
Webflow (Legacy) logo
Salesmate logo
Create Salesmate contact for new Webflow form submission
08
Simvoly logo
Salesmate logo
Create Salesmate contact for new Simvoly form submission
09
Ontraport logo
Salesmate logo
Create Salesmate contact for new Ontraport response
10
involve.me logo
Salesmate logo
Create Salesmate contact for new involve.me participant
How Integrately Works?

How Integrately Works?

1
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Select a trigger from Google Sheets
2
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3
Automation is ready
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Want to automate something else in your workflow?

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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.
Salesmate
Salesmate
Our platform brings the entire sales process under one roof. From prospecting to opportunity management, pipeline automation to lead scoring and more— Salesmate automates your sales process to deliver predictable results.