FreedomSoft + JobNimbus

FreedomSoft + JobNimbus integrations

Create seller leads in FreedomSoft from new JobNimbus activities

Effortlessly track and manage leads by connecting JobNimbus and FreedomSoft in just one streamlined workflow. With this automation, every time a new activity is created in JobNimbus, a seller lead will be created in FreedomSoft, ensuring you always stay on top of new opportunities without manual data entry. Enhance productivity and never miss a potential client with this simple yet effective solution.

When this happens...
Contact Created, Modified or DeletedTrigger when a new contact is created, modified or deleted.
TriggerInstant
automatically do this!
Create Seller LeadFinds a seller lead based on phone number, email, or full name, scoped by lead campaign.
ActionWrite

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More things you can do with JobNimbus and FreedomSoft

Discover other triggers and actions you can use with JobNimbus and FreedomSoft

- Filter
  Required
Trigger
Instant
Try It
- File
  Required
- Filename
  Required
- Related Id
  Required
- Attachment Type
- Description
- External ID
Action
Write
- Id
  Required
- 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_line1
- Address_line2
- City
- State_text
- Zip
- Created_by_name
- Date_created
- Date_start
- Date_end
- Tags
- External_id
Action
Write
- Display_name
  Required
- 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_line1
- Address_line2
- City
- State_text
- Zip
- Created_by_name
- Date_created
- Date_start
- Date_end
- Tags
- External_id
Action
Write
- Email
  Required
Action
Search

Buyer Lead Status Updated
Triggers when a buyer lead status is updated to a new value, including during bulk status updates.
Trigger
Instant
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New Contact
Triggers when a new contact record is created, including during bulk imports.
Trigger
Instant
Try It

New Task
Triggers when a new task record is created.
Trigger
Instant
Try It
Buyer Lead Updated
Triggers when a buyer lead is updated, including during bulk status updates.
Trigger
Instant
Try It
Create Buyer Lead
Creates a buyer lead, optionally associated with a lead campaign.
Action
Write
Create Seller Lead
Creates a seller lead, optionally associated with a lead campaign.
Action
Write
- Seller Lead ID
  Required
Action
Write
- Seller Lead ID
  Required
Action
Write
- Search On
  Required
- Search Value
  Required
Action
Search

- Filter
  Required
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_line1
- Address_line2
- City
- State_text
- Zip
- Created_by_name
- Date_created
- Date_start
- Date_end
- Tags
- External_id
Action
Write
- Id
  Required
- Display_name
  Required
- 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_line1
- Address_line2
- City
- State_text
- Zip
- Created_by_name
- Date_created
- Date_start
- Date_end
- Tags
- External_id
Action
Write
- Name
  Required
- Primary_contact_id
  Required
- Address_line1
  Required
- Address_line2
- City
  Required
- State_text
  Required
- Zip
  Required
- Country_name
- Tags
- Date_created
- Date_start
- Date_end
- Job Type
- Status_name
- External_id
Action
Write
- ID
  Required
Action
Search
New Buyer Lead
Triggers when a new buyer lead is created, including during bulk imports.
Trigger
Instant
Try It
New Seller Lead
Triggers when a new seller lead is created, including during bulk imports.
Trigger
Instant
Try It
Seller Lead Status Updated
Triggers when a seller lead status is updated to a new value, including during bulk status updates.
Trigger
Instant
Try It
Seller Lead Updated
Triggers when a seller lead is updated, including during bulk status updates.
Trigger
Instant
Try It
Create Contact
Creates a new contact.
Action
Write
- Title
  Required
- Description
  Required
- Due Date
  Required
- Due Time
- Lead Type
- Lead Id
- Assign to User
- Create a Reminder?
- Reminder Value
- Reminder Option
Action
Write
- Buyer Lead ID
  Required
Action
Write
- Seller Lead ID
  Required
Action
Write
- Search On
  Required
- Search Value
  Required
Action
Search

About FreedomSoft

FreedomSoft is an all-in-one lead generation and real-estate automation system.

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CRM (Customer Relationship Management)

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About JobNimbus

JobNimbus CRM + Project Management for the service industry.