eForma + JobNimbus
Create new eForma leads from JobNimbus activities for seamless lead management
Effortlessly streamline your sales process by connecting JobNimbus and eForma with this automation. When a new activity is created in JobNimbus, a lead will be instantly generated in eForma, keeping your team organized and up-to-date with potential clients. Save time and keep your sales funnel efficient with this seamless workflow.
Effortlessly streamline your sales process by connecting JobNimbus and eForma with this automation. When a new activity is created in JobNimbus, a lead will be instantly generated in eForma, keeping your team organized and up-to-date with potential clients. Save time and keep your sales funnel efficient with this seamless workflow.
- When this happens...
- automatically do this!Create Lead
Creates a new Lead
- Free forever for core features
- 14 day trial for premium features & apps
FilterRequired
Try ItFileRequired
FilenameRequired
Related IdRequired
Attachment Type
Description
External ID
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
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
FilterRequired
Try ItFirst 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
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
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
