JobNimbus + LeadConnector
Create jobs in JobNimbus when pipeline stages change in LeadConnector
Whenever a potential client moves forward in the LeadConnector sales pipeline, this automated workflow ensures they are seamlessly integrated into your JobNimbus tasks. This helps your team stay organized by creating a new job in JobNimbus, thus allowing you to focus on pursuing the lead rather than on routine data entry. Employ this process and experience a smooth transition from sales to operations in your business.
Whenever a potential client moves forward in the LeadConnector sales pipeline, this automated workflow ensures they are seamlessly integrated into your JobNimbus tasks. This helps your team stay organized by creating a new job in JobNimbus, thus allowing you to focus on pursuing the lead rather than on routine data entry. Employ this process and experience a smooth transition from sales to operations in your business.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Job
Trigger when a new job is created, modified or deleted.
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
CampaignRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
FilterRequired
Try It
