Create JobNimbus contacts from new Popl leads for any team member
Simplify your lead management with this easy integration. When you receive a new lead in the Popl app, this workflow will instantly create a new contact in JobNimbus, allowing for efficient data transfer and helping you stay organized. No need for manual entry, saving your team time and effort. Enhance your process and never miss following up on a potential lead again.
Simplify your lead management with this easy integration. When you receive a new lead in the Popl app, this workflow will instantly create a new contact in JobNimbus, allowing for efficient data transfer and helping you stay organized. No need for manual entry, saving your team time and effort. Enhance your process and never miss following up on a potential lead again.
- When this happens...New Lead (For Any Team Member)
Triggers when any member of your team collects a new lead.
- automatically do this!Create Contact
Creates a new contact with Display Name.
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New Lead (For Your Individual Account)
Triggers when you collect a new contact via Popl.
Try ItNew Lead (For Your Subteam)
Triggers when any member in your subteam collects a new lead.
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 Any Team Member)
Triggers when any member of your team collects a new lead.
Try ItFilterRequired
Try ItFileRequired
FilenameRequired
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
Date End
Tags
External Id