JobNimbus + Upscale
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.
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...
- automatically do this!Save Prospect
Create or Update a Prospect in Upscale
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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
