Integrate your JobNimbus account with SumoQuote to access customer data within SumoQuote. JobNimbus is a contractor CRM and project management tool. Learn more here.
Set Up Steps
- Log-in to your SumoQuote account.
- Click on the Configuration tab.
- Go to Integrations.
- Click on the JobNimbus icon under available apps.
- Click the Read the Instructions link.
- In JobNimbus, select Settings / API.
- Create a new API key in JobNimbus with any name.
- In SumoQuote, return to the JobNimbus integration and click I have an API Key.
- Paste your API key from JobNimbus and click Submit.
- Set up any automations you require by following the steps here.
Your JobNimbus account is now connected to SumoQuote.
Using JobNimbus in SumoQuote
- Click the 'Create a New Project' button in SumoQuote.
- Click on the 'Link to a JobNimbus job or contact' option.
- Search for the homeowner's name or address.
- Select the homeowner's name to link your project to their contact.
- All customer details will be pulled from Job Nimbus and autofilled into your sumoquote Project.
- All emails sent from SumoQuote to this contact will be tracked in the activity feed section of Job Nimbus.
- Both sent and signed quotes will be tracked in the documents section of Job Nimbus for that contact.
Updated 14 days ago