Create JobNimbus contacts from new DealMachine leads
When a new lead appears in the DealMachine app, this workflow instantly creates a contact in your JobNimbus account. This streamlined process ensures you never miss an opportunity to connect with potential clients, enhancing your customer relationship management. Benefit from efficient lead management with this seamless DealMachine to JobNimbus connection.
When a new lead appears in the DealMachine app, this workflow instantly creates a contact in your JobNimbus account. This streamlined process ensures you never miss an opportunity to connect with potential clients, enhancing your customer relationship management. Benefit from efficient lead management with this seamless DealMachine to JobNimbus connection.
- When this happens...New Lead
Triggers when a new lead is added to your team's DealMachine account.
- automatically do this!Create Contact
Creates a new contact with Display Name.
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New Lead
Triggers when a new lead is added to your team's DealMachine account.
Try ItLead Status Change
Triggers when a status changes for a property.
Try ItLead IDRequired
List IDsRequired
Lead IDRequired
Team Member IDRequired
New Team Member
Triggers when a new team member is added to your team.
Try ItAddress Line 1 (Parsed Address)
Address Line 2 (Parsed Address)
City (Parsed Address)
State (Parsed Address)
Zip Code (Parsed Address)
Latitude (Lat/Lng)
Longitude (Lat/Lng)
Full Address (Full Address)
Lead IDRequired
Tag IDsRequired
Lead IDRequired
NoteRequired