Create new JobNimbus contacts from new leads added in Toolsey
Boost your productivity by ensuring every new lead from Toolsey instantly becomes a contact in JobNimbus. This seamless workflow takes the stress out of manual data entry, helping your team focus on nurturing those leads. By connecting Toolsey and JobNimbus, you can effectively streamline your lead management process.
Boost your productivity by ensuring every new lead from Toolsey instantly becomes a contact in JobNimbus. This seamless workflow takes the stress out of manual data entry, helping your team focus on nurturing those leads. By connecting Toolsey and JobNimbus, you can effectively streamline your lead management process.
- When this happens...Lead Added
Triggers when a lead is created.
- automatically do this!Create Contact
Creates a new contact with Display Name.
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Lead Added
Triggers when a lead is created.
Try ItLead Updated
Triggers when lead updated on the site.
Try ItLead IDRequired
FilterRequired
Try It
Lead Removed
Triggers when lead removed on the site.
Try ItFirst Name
Last Name
Full Name
Email
Primary Phone
Address
Alternative Address
City
State/Province
Postal Code
Comments
Appointment Date
Adjuster Date
Appointment Time
FilterRequired
Try ItFileRequired
FilenameRequired
Related IdRequired
Attachment Type
Description
External ID