Create new Painel do Corretor deals for JobNimbus activities
Effortlessly streamline your sales process with this powerful workflow. When a new activity is created in JobNimbus, a deal is instantly created in Painel do Corretor, keeping your sales pipeline updated while saving time and reducing the risk of manual data entry errors. Enhance your efficiency and maintain accurate data across both platforms with this seamless integration.
Effortlessly streamline your sales process with this powerful workflow. When a new activity is created in JobNimbus, a deal is instantly created in Painel do Corretor, keeping your sales pipeline updated while saving time and reducing the risk of manual data entry errors. Enhance your efficiency and maintain accurate data across both platforms with this seamless integration.
- When this happens...
- automatically do this!Create Deal
Creates a new Deal (Negócio).
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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
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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