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IXACT Contact CRM + JobNimbus

Create leads in IXACT Contact CRM from new JobNimbus activities

Effortlessly streamline your lead management process with this seamless workflow between JobNimbus and IXACT Contact CRM. When a new activity is created in JobNimbus, a lead will be generated in IXACT Contact CRM, ensuring efficient lead handling and prompt action. Enhance your productivity and stay on top of your lead nurturing efforts with this efficient automation.

Effortlessly streamline your lead management process with this seamless workflow between JobNimbus and IXACT Contact CRM. When a new activity is created in JobNimbus, a lead will be generated in IXACT Contact CRM, ensuring efficient lead handling and prompt action. Enhance your productivity and stay on top of your lead nurturing efforts with this efficient automation.

  1. When this happens...
    JobNimbusJobNimbus
    TriggerScheduled
  2. automatically do this!
    IXACT Contact CRMIXACT Contact CRM
    Create Lead

    Create 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
ixact-contact-crm logo
ixact-contact-crm logo

About IXACT Contact CRM

IXACT Contact is a real estate CRM that helps agents stay organized and build relationships with clients, prospects and referral sources.
Learn moreHelp

Related categories

  • 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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