JobNimbus + simPRO Integration

Connect JobNimbus to simPRO in 1 click

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Popular JobNimbus + simPRO Workflows

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JobNimbus + simPRO Integration

Create simPRO individual customer 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 - simPRO integration, anytime a new JobNimbus contact is created, an simPRO individual customer 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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simPRO + JobNimbus Integration

Create JobNimbus contact for new simPRO individual customer

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 simPRO - JobNimbus integration, anytime a new simPRO individual customer 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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simPRO + JobNimbus Integration

Create JobNimbus task for new simPRO individual customer

In simPRO, when you create a individual customer, it automatically creates a task in JobNimbus for that individual customer. 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 individual customer on their individual customer profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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JobNimbus + simPRO Integration
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
  • simPRO
    Job is created in simPRO Instant
  • simPRO
    Company customer created in simPRO Instant
  • simPRO
    Job is updated in simPRO Instant
  • simPRO
    Company customer updated in simPRO Instant
  • simPRO
    Site is created in simPRO Instant
  • simPRO
    Site is updated in simPRO Instant
  • simPRO
    Individual customer created in simPRO Instant
  • simPRO
    Individual customer updated in simPRO Instant
  • simPRO
    Quote is created in simPRO Instant
  • simPRO
    Quote is updated in simPRO Instant
2.
  • JobNimbus
    Create contact in JobNimbus
  • JobNimbus
    Get contact by id in JobNimbus
  • JobNimbus
    Create job in JobNimbus
  • JobNimbus
    Create task in JobNimbus
  • JobNimbus
    Create Attachment in JobNimbus
  • simPRO
    Create individual customer in simPRO
  • simPRO
    Search individual customer in simPRO
  • simPRO
    Search company customer in simPRO
  • simPRO
    Create contact in simPRO
  • simPRO
    Create company customer in simPRO
  • simPRO
    Create service job in simPRO
  • simPRO
    Search job in simPRO
  • simPRO
    Create site in simPRO
  • simPRO
    Search contact in simPRO
  • simPRO
    Search site in simPRO
  • simPRO
    Create service quote in simPRO
  • simPRO
    Search quote in simPRO
  • simPRO
    Create activity schedule block in simPRO
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