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Automatically sync JobNimbus leads and customer data with Salesforce for efficient sales and service workflows. Latenode's visual editor and affordable execution pricing let you customize and scale this integration beyond basic automation.
Connect JobNimbus and Salesforce in minutes with Latenode.
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Create a New Scenario to Connect JobNimbus and Salesforce
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a JobNimbus, triggered by another scenario, or executed manually (for testing purposes). In most cases, JobNimbus or Salesforce will be your first step. To do this, click "Choose an app," find JobNimbus or Salesforce, and select the appropriate trigger to start the scenario.
Add the JobNimbus Node
Select the JobNimbus node from the app selection panel on the right.
JobNimbus
Configure the JobNimbus
Click on the JobNimbus node to configure it. You can modify the JobNimbus URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Salesforce Node
Next, click the plus (+) icon on the JobNimbus node, select Salesforce from the list of available apps, and choose the action you need from the list of nodes within Salesforce.
JobNimbus
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Salesforce
Authenticate Salesforce
Now, click the Salesforce node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Salesforce settings. Authentication allows you to use Salesforce through Latenode.
Configure the JobNimbus and Salesforce Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the JobNimbus and Salesforce Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Salesforce
Trigger on Webhook
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JobNimbus
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring JobNimbus, Salesforce, and any additional nodes, donβt forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking βRun onceβ and triggering an event to check if the JobNimbus and Salesforce integration works as expected. Depending on your setup, data should flow between JobNimbus and Salesforce (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
JobNimbus + Google Sheets + Salesforce: When a Job in JobNimbus is updated, specifically when a deal is won, the project details are added as a new row in a Google Sheet, and then the relevant Salesforce record is updated with this information.
Salesforce + JobNimbus + Slack: When a new lead is created in Salesforce, the automation checks if the lead matches a specific project type in JobNimbus. If a match is found, a message is sent to a designated Slack channel.
About JobNimbus
Automate Instagram Business tasks within Latenode. Schedule posts, extract comments, and analyze metrics without manual effort. Integrate Instagram data with CRMs or spreadsheets. Latenode offers flexible logic and affordable scaling, so you can manage social media workflows alongside other business processes using AI tools or custom scripts.
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About Salesforce
Sync Salesforce data with other apps using Latenode. Automate lead qualification and task creation based on CRM events. No more manual data entry: build workflows that trigger actions across your stack. Use Latenode's visual editor and flexible scripting to create custom logic and scale automation without code limits.
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How can I connect my JobNimbus account to Salesforce using Latenode?
To connect your JobNimbus account to Salesforce on Latenode, follow these steps:
Can I automatically create Salesforce opportunities from JobNimbus estimates?
Yes, you can! Latenode's visual editor and advanced logic let you build workflows that seamlessly create Salesforce opportunities when new estimates are approved in JobNimbus, saving sales teams valuable time.
What types of tasks can I perform by integrating JobNimbus with Salesforce?
Integrating JobNimbus with Salesforce allows you to perform various tasks, including:
How easily can I handle errors between JobNimbus and Salesforce?
Latenode's advanced error handling and logging capabilities help quickly identify and resolve any issues that may arise between JobNimbus and Salesforce.
Are there any limitations to the JobNimbus and Salesforce integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: