JobNimbus + Simple CRM

JobNimbus + Simple CRM integrations

Create companies in Simple CRM from new JobNimbus activities

Effortlessly manage your sales and client activities by connecting JobNimbus with Simple CRM. This workflow initiates when a new activity is created in JobNimbus, instantly adding a new company to your Simple CRM account. Stay organized and enhance efficiency in your sales process with this seamless automation.

When this happens...
TriggerPolling
automatically do this!
Create CompanyCreates a Company
ActionWrite

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More things you can do with JobNimbus and Simple CRM

Discover other triggers and actions you can use with JobNimbus and Simple CRM

- Filter
  Required
Trigger
Instant
Try It
- File
  Required
- Filename
  Required
- Related Id
  Required
- Attachment Type
- Description
- External ID
Action
Write
- Id
  Required
- 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_line1
- Address_line2
- City
- State_text
- Zip
- Created_by_name
- Date_created
- Date_start
- Date_end
- Tags
- External_id
Action
Write
- Display_name
  Required
- 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_line1
- Address_line2
- City
- State_text
- Zip
- Created_by_name
- Date_created
- Date_start
- Date_end
- Tags
- External_id
Action
Write
- Email
  Required
Action
Search

New Company
Triggers when an new company is created.
Trigger
Polling
Try It
New Linked Contact and Company
Triggers when a link between a contact and a company is created.
Trigger
Polling
Try It

New Business Opportunity
Triggers when a new interaction which type is "Sales" is created.
Trigger
Polling
Try It
New Support Ticket
Triggers when a new interaction which is "Support" is created.
Trigger
Polling
Try It
- Contact ID
  Required
- Company ID
  Required
- Function
Action
Write
- Project Name
  Required
- Start date
- End Date
- Status
Action
Write

- Filter
  Required
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_line1
- Address_line2
- City
- State_text
- Zip
- Created_by_name
- Date_created
- Date_start
- Date_end
- Tags
- External_id
Action
Write
- Id
  Required
- Display_name
  Required
- 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_line1
- Address_line2
- City
- State_text
- Zip
- Created_by_name
- Date_created
- Date_start
- Date_end
- Tags
- External_id
Action
Write
- Name
  Required
- Primary_contact_id
  Required
- Address_line1
  Required
- Address_line2
- City
  Required
- State_text
  Required
- Zip
  Required
- Country_name
- Tags
- Date_created
- Date_start
- Date_end
- Job Type
- Status_name
- External_id
Action
Write
- ID
  Required
Action
Search
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
New Interaction
Triggers when a new interaction is created.
Trigger
Polling
Try It
New Project
Triggers when a new project is created.
Trigger
Polling
Try It
- Contact name
  Required
- First Name
- Email address
- Address Line 1
- Address Line 2
- Postal Code
- City
- Country
- Mobile phone number
- Phone number
- Ref Externe
Action
Write
- Subject
  Required
- Start date
- Type
- Status
- Contact ID
- Company ID
- Project ID
- User ID
- Duration hours
- Duration minutes
- End datetime
- Deadline date
- Budget
- Source
- Note
- Is task
- Priority
Action
Write
- Company Name
  Required
- Ref Externe
- Rue
- Complément d'adresse
- Code postal
- Localité
- Pays
- SIRET
- TVA
- Identifiant national
- Téléphone 1
- Téléphone 2
- Fax
- Email
- Site web
- Note
Action
Write

About JobNimbus

JobNimbus CRM + Project Management for the service industry.

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CRM (Customer Relationship Management)

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About Simple CRM

Simple CRM is a team collaboration tool to unite company data in one place