JobNimbus + Salesforce Integration

Integrate JobNimbus to Salesforce in one click, or tell Integrately AI how you want each contact handled. Map custom fields, sync account details, and keep your sales pipelines aligned automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • JobNimbus
    Contact is created in JobNimbus Instant
  • JobNimbus
    Contact is updated in JobNimbus Instant
  • JobNimbus
    Contact is deleted in JobNimbus Instant
  • JobNimbus
    Work order is created in JobNimbus Instant
  • JobNimbus
    Work order is updated in JobNimbus Instant
  • JobNimbus
    Work order is deleted in JobNimbus Instant
  • JobNimbus
    Material order is created in JobNimbus Instant
  • JobNimbus
    Material order is updated in JobNimbus Instant
  • JobNimbus
    Material order is deleted in JobNimbus Instant
  • JobNimbus
    Task is created in JobNimbus Instant
  • JobNimbus
    Task is updated in JobNimbus Instant
  • JobNimbus
    Task is deleted in JobNimbus Instant
  • JobNimbus
    Job is created in JobNimbus Instant
  • JobNimbus
    Job is updated in JobNimbus Instant
  • JobNimbus
    Job is deleted in JobNimbus Instant
  • JobNimbus
    Invoice is created in JobNimbus Instant
  • JobNimbus
    Invoice is updated in JobNimbus Instant
  • JobNimbus
    Invoice is deleted in JobNimbus Instant
  • JobNimbus
    Estimate is created in JobNimbus Instant
  • JobNimbus
    Estimate is updated in JobNimbus Instant
  • JobNimbus
    Estimate is deleted in JobNimbus Instant
  • JobNimbus
    Activity is created in JobNimbus Instant
  • JobNimbus
    Activity is updated in JobNimbus Instant
  • JobNimbus
    Activity is deleted in JobNimbus Instant
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
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2.
  • JobNimbus
    Search contact in JobNimbus
  • JobNimbus
    Create contact in JobNimbus
  • JobNimbus
    Get contact by id in JobNimbus
  • JobNimbus
    Create job in JobNimbus
  • JobNimbus
    Create task in JobNimbus
  • JobNimbus
    Create Attachment in JobNimbus
  • Salesforce
    Search record using query in Salesforce
  • Salesforce
    Create record in Salesforce
  • Salesforce
    Get records by ID in Salesforce
  • Salesforce
    Update record in Salesforce
  • Salesforce
    Search record in Salesforce
  • Salesforce
    Create lead in Salesforce
  • Salesforce
    Update lead in Salesforce
  • Salesforce
    Search lead in Salesforce
  • Salesforce
    Create contact in Salesforce
  • Salesforce
    Update contact in Salesforce
  • Salesforce
    Search contact in Salesforce
  • Salesforce
    Create opportunity in Salesforce
  • Salesforce
    Update opportunity in Salesforce
  • Salesforce
    Search opportunity in Salesforce
  • Salesforce
    Add contact to campaign in Salesforce
  • Salesforce
    Add lead to campaign in Salesforce
  • Salesforce
    Create account in Salesforce
  • Salesforce
    Search account in Salesforce
  • Salesforce
    Update account in Salesforce
  • Salesforce
    Create task in Salesforce
  • Salesforce
    Update task in Salesforce
  • Salesforce
    Search task in Salesforce
  • Salesforce
    Get tasks by contact Id in Salesforce
  • Salesforce
    Create case in Salesforce
  • Salesforce
    Update case in Salesforce
  • Salesforce
    Search case in Salesforce
  • Salesforce
    Get events by contact Id in Salesforce
  • Salesforce
    Search quote in Salesforce

Trusted by experts at...

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Ready Workflows Ready Workflows for JobNimbus + Salesforce Integration

Sync contacts, update leads, track project estimates, align sales pipelines, and streamline your roofing workflow, all in just one click.

Most popular automationsmost-popular-automations
Salesforce + JobNimbus Integration

Create JobNimbus contact for new Salesforce record

Automatically creating JobNimbus contact records for new Salesforce record entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!
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JobNimbus + Salesforce Integration

Create Salesforce record for new JobNimbus contact

When a new contact is created in your JobNimbus, you can automatically create a record for them in your Salesforce. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!
See more
JobNimbus + Salesforce Integration

Create Salesforce contact for new JobNimbus contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this JobNimbus - Salesforce integration, anytime a new JobNimbus contact is created, an Salesforce contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Salesforce + JobNimbus Integration

Create JobNimbus contact for new Salesforce contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Salesforce - JobNimbus integration, anytime a new Salesforce contact is created, an JobNimbus contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Salesforce + JobNimbus Integration

Create JobNimbus task for new Salesforce contact

In Salesforce, when you create a contact, it automatically creates a task in JobNimbus for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
See more
JobNimbus + Salesforce Integration

Create Salesforce record for new JobNimbus contact

When a new contact is created in your JobNimbus, you can automatically create a record for them in your Salesforce. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!
See more
  • 1of2
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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your JobNimbus + Salesforce flow

Send invoices, notify teams, sign documents, and track payments once your JobNimbus and Salesforce records are updated. Pick a combination and activate it in one click.

JobNimbus
Salesforce
+
QuickBooks OnlineQuickBooks Online (3)
+
GmailGmail (3)
+
DocuSignDocuSign (3)
+
StripeStripe (3)
+
SlackSlack (3)
+
MailchimpMailchimp (3)
J
Q
S
Create a QuickBooks invoice for every new JobNimbus job, and log the record in Salesforce.
New JobNimbus jobs instantly generate a QuickBooks invoice and update your Salesforce record, keeping your billing and CRM in sync without manual entry.
J
Q
S
Create a QuickBooks customer when a JobNimbus contact is updated, and update the matching Salesforce record.
Contact updates in JobNimbus automatically refresh QuickBooks customer details and update your Salesforce records in real time.
J
Q
S
Create a QuickBooks estimate for every new JobNimbus estimate, and create an opportunity in Salesforce.
New estimates in JobNimbus immediately generate matching QuickBooks estimates and create corresponding sales opportunities in Salesforce.

Supported triggers and actions for JobNimbus and Salesforce

Mix and match to build the exact automation you need

JobNimbus
JobNimbus Triggers & Actions
Instant
Contact is created in JobNimbus
Triggers the automation when a new contact is created
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Instant
Contact is updated in JobNimbus
Triggers the automation when a contact is updated
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Instant
Contact is deleted in JobNimbus
Triggers the automation when a contact is removed from the particular list
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Instant
Work order is created in JobNimbus
Triggers the automation when a work order is created
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Instant
Work order is updated in JobNimbus
Triggers the automation when a work order is updated
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Instant
Work order is deleted in JobNimbus
Triggers the automation when a work order is deleted
Try it →
Instant
Material order is created in JobNimbus
Triggers the automation when a material order is created
Try it →
Instant
Material order is updated in JobNimbus
Triggers the automation when a material order is modified
Try it →
Instant
Material order is deleted in JobNimbus
Triggers the automation when a material order is deleted
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Instant
Task is created in JobNimbus
Triggers the automation when a new task is created
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Instant
Task is updated in JobNimbus
Triggers the automation when any task is updated
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Instant
Task is deleted in JobNimbus
Triggers the automation when a task is deleted
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Instant
Job is created in JobNimbus
Triggers the automation when a new job is created
Try it →
Instant
Job is updated in JobNimbus
Triggers the automation when a job is updated
Try it →
Instant
Job is deleted in JobNimbus
Triggers the automation when any job is deleted
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Instant
Invoice is created in JobNimbus
Triggers the automation when any invoice is added or modified
Try it →
Instant
Invoice is updated in JobNimbus
Triggers the automation when an invoice is updated
Try it →
Instant
Invoice is deleted in JobNimbus
Triggers the automation when an invoice is deleted
Try it →
Instant
Estimate is created in JobNimbus
Triggers the automation when a new estimate is created
Try it →
Instant
Estimate is updated in JobNimbus
Triggers the automation when any estimate is modified
Try it →
Instant
Estimate is deleted in JobNimbus
Triggers the automation when any estimate is deleted
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Instant
Activity is created in JobNimbus
Triggers the automation when a new activity is created
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Instant
Activity is updated in JobNimbus
Triggers the automation when an activity is updated
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Instant
Activity is deleted in JobNimbus
Triggers the automation when any activity is deleted
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Search contact in JobNimbus
Retrieves contact information
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Create contact in JobNimbus
Adds a new contact to the database
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Get contact by id in JobNimbus
Retrieves a contact's information based on their id
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Create job in JobNimbus
Generates new job
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Create task in JobNimbus
Creates a new task
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Create Attachment in JobNimbus
Generates and add attachments to the selected item
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Salesforce
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
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Record is created in Salesforce
Triggers the automation when a new record is created
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Record is updated in Salesforce
Triggers the automation when any record is updated
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Lead is created in Salesforce
Triggers the automation when a new lead is created
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Lead is updated in Salesforce
Triggers the automation when the lead information is updated
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Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
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Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
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Task is created in Salesforce
Triggers the automation when a new task is created
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Task is updated in Salesforce
Triggers the automation when any task is updated
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Contact is updated in Salesforce
Triggers the automation when a contact is updated
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Contact is created in Salesforce
Triggers the automation when a new contact is created
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Account is created in Salesforce
Triggers the automation when a new account is created
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Account is updated in Salesforce
Triggers the automation when an account is updated
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Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
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Case is created in Salesforce
Triggers the automation when a new case is created
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Case is updated in Salesforce
Triggers the automation when any case is updated
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Quote is created in Salesforce
Triggers the automation when a new quote is created
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Quote is updated in Salesforce
Triggers the automation when any quote is updated
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Search record using query in Salesforce
Searches for a record using the query provided by the user
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Create record in Salesforce
Generates a new record
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Get records by ID in Salesforce
Retrieves a record based on its id
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Update record in Salesforce
Updates a record with new information
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Search record in Salesforce
Searches for a record within a given database
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Create lead in Salesforce
Generates new leads for potential customers
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Update lead in Salesforce
Updates the lead information
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Search lead in Salesforce
Retrieves information for a particular lead
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Create contact in Salesforce
Adds a new contact to the database
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Update contact in Salesforce
Updates contact information with new details
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Search contact in Salesforce
Finds and retrieves contact information
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Create opportunity in Salesforce
Creates a new instance of the support system
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Update opportunity in Salesforce
Updates the opportunity details as needed
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Search opportunity in Salesforce
Searches for a opportunity
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Add contact to campaign in Salesforce
Adds a contact to a campaign for targeted communication
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Add lead to campaign in Salesforce
Adds a new lead to a marketing campaign for targeted outreach
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Create account in Salesforce
Generates a new account
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Search account in Salesforce
Searches for account information
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Update account in Salesforce
Updates account information
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Create task in Salesforce
Creates a new task
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Update task in Salesforce
Updates the task with new information or changes
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Search task in Salesforce
Searches for a task
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Get tasks by contact Id in Salesforce
Retrieves tasks associated with a contact id
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Create case in Salesforce
Generates a new case entry
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Update case in Salesforce
Updates case details based on new information received
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Search case in Salesforce
Searches for a case record
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Get events by contact Id in Salesforce
Retrieves a list of events associated with a contact id
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Search quote in Salesforce
Searches for a quote
Try it →

What can you automate with JobNimbus + Salesforce?

Connect your roofing workflow and CRM to sync contacts, track jobs, and eliminate manual data entry.

What you can automate?
🔄
Sync every new contact between JobNimbus and Salesforce
Automatically create matching contact records in Salesforce whenever a new contact is added in JobNimbus. Keep your sales pipeline and roofing software perfectly aligned in real time.
📝
Capture every submitted estimate and work order detail
Map all available JobNimbus estimate and work order fields into Salesforce records. Ensure your sales reps have complete project context without manual copy-pasting.
🔔
Notify your sales team instantly upon job creation
Alert your team the moment a new roofing job or invoice is generated in JobNimbus. Ensure fast response times and immediate task assignment.
🔀
Route records based on submitted project types
Send commercial and residential roofing leads down different paths in Salesforce based on project criteria. Trigger tailored follow-up sequences automatically.
🔄
Keep Salesforce updated as JobNimbus records change
Automatically update existing Salesforce records whenever contact details, work orders, or job stages change in JobNimbus. Eliminate outdated CRM data.
🔍
Prevent duplicate records with smart search and update
Search existing Salesforce records before creating new ones. Update matching profiles instead of generating duplicate contacts or accounts.
Handle later project status changes automatically
Trigger automated Salesforce updates when JobNimbus jobs are marked completed, invoices are paid, or estimates are approved. Maintain an accurate project history.
💬
Extend your workflow to Slack and other apps
Pass data from your JobNimbus and Salesforce workflow into Slack to notify channels, create tasks, or trigger downstream team alerts in one click.
And much more...

Who is JobNimbus + Salesforce integration for?

Roofing contractors, sales managers, and operations teams connect JobNimbus and Salesforce to eliminate manual data entry and keep pipeline numbers accurate.

Performance and data managers
Performance and data managers
Sales reps and field teams
Sales reps and field teams
Project and account managers
Project and account managers
Roofing business owners
Roofing business owners
Estimators and dispatchers
Estimators and dispatchers
CRM administrators
CRM administrators
📈
Performance and data managers
You're compiling pipeline reports across multiple channels but your CRM data only updates when someone manually exports records, so the dashboard numbers you're presenting are always a few hours behind — with this integration, every new record lands in Salesforce instantly and your pipeline stays current.
Sales reps and field teams
You're managing roofing leads on the road and need to log client updates immediately, but paperwork delays leave you waiting until the end of the day to update your pipeline — with this integration, every contact change syncs across platforms instantly so you never miss a follow-up.
🤝
Project and account managers
You answer to clients who want immediate progress updates on their roofing projects, but tracking details across separate systems causes communication bottlenecks — automating both apps means every status change and job update reflects in Salesforce automatically.
🏗️
Roofing business owners
You're handling high volumes of roofing estimates, work orders, and invoices during peak season, but manual data entry creates backlogs that slow down operations — automating both apps means every record transfers instantly without administrative overhead.
📋
Estimators and dispatchers
You own the estimating stage and depend on field staff to hand over accurate project details, but missing handoffs lead to delayed quotes — connecting these apps means every estimate flows directly into your CRM the moment it is created.
🗂️
CRM administrators
You need a reliable customer history in Salesforce, but manual data entry gaps leave incomplete records and mismatched contact details across your tech stack — with this integration, every contact and job syncs cleanly without missing fields.
Our team

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Why choose Integrately to automate JobNimbus + Salesforce

Build and manage your JobNimbus + Salesforce automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect JobNimbus + Salesforce with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect JobNimbus to Salesforce?
Frequently Asked Questions
You can connect JobNimbus to Salesforce in 1-click using ready templates on Integrately, or use Integrately AI to build custom workflows linking JobNimbus, Salesforce, and apps like Slack, QuickBooks Online, and Gmail.
Can I automatically sync JobNimbus contacts to Salesforce records?
Frequently Asked Questions
Can I connect JobNimbus, Salesforce, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for JobNimbus and Salesforce?
Frequently Asked Questions
How does JobNimbus handle contact and job data updates?
Frequently Asked Questions
Can I update Salesforce leads and opportunities automatically?
Frequently Asked Questions
Can I build custom workflows between JobNimbus and Salesforce without coding?
Frequently Asked Questions
Is the JobNimbus and Salesforce integration free?
Frequently Asked Questions
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You Can Also Connect JobNimbus or Salesforce With 1500+ Other Apps

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Salesforce
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