JobNimbus + Mobilo Card
Create JobNimbus contacts from new Mobilo Card leads
This workflow enhances your communication by instantly introducing new leads from your Mobilo Card account into your JobNimbus contact list. Get rid of the hassle of manual data entry and ensure a seamless transition for every lead. Boost your productivity and focus on building stronger relationships with your leads.
This workflow enhances your communication by instantly introducing new leads from your Mobilo Card account into your JobNimbus contact list. Get rid of the hassle of manual data entry and ensure a seamless transition for every lead. Boost your productivity and focus on building stronger relationships with your leads.
- When this happens...New Lead (For Your Account)
Triggers when a new lead has been created for your own account.
- automatically do this!Create Contact
Creates a new contact with Display Name.
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New Lead (For Your Account)
Triggers when a new lead has been created for your own account.
Try ItNew Lead (For Your Organization)
Triggers when a new lead is created for any employee in your organization. If you just want to set this up for your own account, use the New Lead (for your account) trigger.
Try ItFilterRequired
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
New Lead (For Your Group)
Triggers when a new lead has been created for your group (or department), within the organization.
Try ItFilterRequired
Try ItFileRequired
FilenameRequired
Related IdRequired
Attachment Type
Description
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
