JobNimbus + Upscale

JobNimbus + Upscale integrations

Create new Upscale prospects from newly created JobNimbus activities

Effortlessly manage your sales pipeline by integrating JobNimbus and Upscale. With this workflow, each time a new activity is created in JobNimbus, a prospect is saved in Upscale, streamlining your sales process and keeping your team aligned for better lead tracking and conversion. Enhance your customer relationship management and boost your sales efficiency with this powerful automation.

When this happens...
Contact Created, Modified or DeletedTrigger when a new contact is created, modified or deleted.
TriggerInstant
automatically do this!
Save ProspectCreate or Update a Prospect in Upscale
ActionWrite

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More things you can do with JobNimbus and Upscale

Discover other triggers and actions you can use with JobNimbus and Upscale

- 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

Account Created
Triggers when a new Account is created.
Trigger
Instant
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Opportunity Created
Triggers when a new Opportunity is created.
Trigger
Instant
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Prospect Created
Triggers when a new prospect is created in Upscale.
Trigger
Instant
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Prospect Unsubscribed
Triggers when a prospect unsubscribes from email communication.
Trigger
Instant
Try It
- Update By
  Required
- Name
  Required
- Account Domain
- Tags
- Prospect Emails
Action
Write
- Prospect Email
  Required
- First Name
- Last Name
- Personal Email
- Work Phone
- Personal Phone
- Country
- Organisation
- Job Title
- LinkedIn URL
- Website URL
- Prospect Stage
  Required
- TimeZone (IANA)
- Tags
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
Account Updated
Triggers when an Account is updated.
Trigger
Instant
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Opportunity Updated
Triggers when an Opportunity is updated.
Trigger
Instant
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Prospect Opted Out
Triggers when a prospect opts out from all types of communication.
Trigger
Instant
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Prospect Updated
Triggers when a prospect is updated in Upscale.
Trigger
Instant
Try It
- Update By
- Id
- Name
  Required
- Account
- Prospects
- Opportunity Stage
  Required
- Tags
- Amount Currency
- Amount Value
- Close Date
- Probability
Action
Write

About JobNimbus

JobNimbus CRM + Project Management for the service industry.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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About Upscale

Upscale is a sales engagement platform that helps SDRs maintain pipeline consistency & crush revenue goals faster with structured outreach.

HelpHelp

Related categories

Sales & CRM