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Capsule CRM + JobNimbus

Create JobNimbus contacts from new or updated Capsule CRM contacts

Keep your Capsule CRM and JobNimbus contacts up-to-date with this seamless workflow. Whenever you add or update a contact in Capsule CRM, this automation will instantly create or update a corresponding contact in JobNimbus, ensuring that you always have the latest information across both platforms. Say goodbye to manual data entry and never worry about outdated contacts again.

Keep your Capsule CRM and JobNimbus contacts up-to-date with this seamless workflow. Whenever you add or update a contact in Capsule CRM, this automation will instantly create or update a corresponding contact in JobNimbus, ensuring that you always have the latest information across both platforms. Say goodbye to manual data entry and never worry about outdated contacts again.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Contact

    Triggers when a given action is performed on a Person or Organisation.

    TriggerInstant
  2. automatically do this!
    JobNimbusJobNimbus
    Create Contact (Legacy)

    Trigger when a new contact is created, modified or deleted.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ContactRequired

    • NameRequired

    • Board

    • Description

    • Expected Close Date

    • Track

    • Opportunity

    • Owner

    • Tags

    • Status

    Action
    Write
    • Entity TypeRequired

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Value

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
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capsulecrm logo

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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jobnimbus logo

About JobNimbus

JobNimbus CRM + Project Management for the service industry.

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