JobNimbus + Solargraf
Create Solargraf leads from new JobNimbus activities
Boost your solar sales process with this seamless workflow between JobNimbus and Solargraf. When a new activity is created in JobNimbus, a lead will be generated in Solargraf, helping you streamline your lead management and save time. This automation ensures you never miss a potential client while maintaining accurate records across both platforms.
Boost your solar sales process with this seamless workflow between JobNimbus and Solargraf. When a new activity is created in JobNimbus, a lead will be generated in Solargraf, helping you streamline your lead management and save time. This automation ensures you never miss a potential client while maintaining accurate records across both platforms.
- When this happens...
- automatically do this!Create Lead
Creates a Lead in SolarGraf
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- 14 day trial for premium features & apps
FilterRequired
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
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
About JobNimbus
JobNimbus CRM + Project Management for the service industry.
Related categories
Similar apps
Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Solargraf
Solargraf is the #1 tool for solar panel installers. Enter any address, draw and send a professional estimate under 1 minute. Easy to use on all devices.