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Copper + JobNimbus

Create Copper leads from new JobNimbus activities

Effortlessly streamline your sales process with this JobNimbus to Copper automation. Whenever a new activity is created in JobNimbus, a lead will be generated in Copper, ensuring your sales team is always in the loop and can efficiently follow up on prospective clients. Boost your productivity and stay organized by letting this workflow manage your lead creation.

Effortlessly streamline your sales process with this JobNimbus to Copper automation. Whenever a new activity is created in JobNimbus, a lead will be generated in Copper, ensuring your sales team is always in the loop and can efficiently follow up on prospective clients. Boost your productivity and stay organized by letting this workflow manage your lead creation.

  1. When this happens...
    JobNimbusJobNimbus
    Job Created, Modified or Deleted

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

    TriggerInstant
  2. automatically do this!
    CopperCopper
    Create Lead

    Creates a new Lead.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FilterRequired

    Trigger
    Instant
    Try It
    • FileRequired

    • FilenameRequired

    • Related IdRequired

    • Attachment Type

    • Description

    • External ID

    Action
    Write
    • Display NameRequired

    • First Name

    • Last Name

    • Company

    • Email

    • Contact Type

    • Status Name

    • Source Name

    • Description

    • Sales Rep Name

    • Home Phone

    • Mobile Phone

    • Work Phone

    • Fax Number

    • Website

    • Address Line 1

    • Address Line 2

    • City

    • State Text

    • Zip

    • Created By Name

    • Date Created

    • Date Start

    • Date End

    • Tags

    • External Id

    Action
    Write
    • IdRequired

    • Display NameRequired

    • First Name

    • Last Name

    • Company

    • Email

    • Contact Type

    • Status Name

    • Source Name

    • Description

    • Sales Rep Name

    • Home Phone

    • Mobile Phone

    • Work Phone

    • Fax Number

    • Website

    • Address Line 1

    • Address Line 2

    • City

    • State Text

    • Zip

    • Created By Name

    • Date Created

    • Date Start

    • Date End

    • Tags

    • External Id

    Action
    Write
    • FilterRequired

    Trigger
    Instant
    Try It
    • First Name

    • Last Name

    • Company

    • Email

    • Contact Type

    • Status Name

    • Source Name

    • Description

    • Sales Rep Name

    • Home Phone

    • Mobile Phone

    • Work Phone

    • Fax Number

    • Website

    • Address Line 1

    • Address Line 2

    • City

    • State Text

    • Zip

    • Created By Name

    • Date Created

    • Date Start

    • Date End

    • Tags

    • External Id

    Action
    Write
    • IdRequired

    • First Name

    • Last Name

    • Company

    • Email

    • Contact Type

    • Status Name

    • Source Name

    • Description

    • Sales Rep Name

    • Home Phone

    • Mobile Phone

    • Work Phone

    • Fax Number

    • Website

    • Address Line 1

    • Address Line 2

    • City

    • State Text

    • Zip

    • Created By Name

    • Date Created

    • Date Start

    • Date End

    • Tags

    • External Id

    Action
    Write
    • NameRequired

    • Primary Contact IdRequired

    • Address Line 1Required

    • Address Line 2

    • CityRequired

    • State TextRequired

    • ZipRequired

    • Country Name

    • Tags

    • Date Created

    • Date Start

    • Date End

    • Job Type

    • Status Name

    • External Id

    Action
    Write
copper logo
copper logo

About Copper

Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
Learn moreHelp

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  • CRM (Customer Relationship Management)

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jobnimbus logo
jobnimbus logo

About JobNimbus

JobNimbus CRM + Project Management for the service industry.

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