Zoho Forms + JobNimbus Integration

Integrate JobNimbus to Zoho Forms in one click, or tell Integrately AI how you want each submission handled. Capture form responses, create new contacts, log details, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Zoho Forms
    Form is sumbitted in Zoho Forms Instant
  • 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
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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

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Ready Workflows Ready Workflows for JobNimbus + Zoho Forms Integration

Capture form submissions, create contacts, log details, alert your team, and send follow-ups, all in just one click.

Most popular automationmost-popular-automations
Zoho Forms + JobNimbus Integration

Create JobNimbus contact for new Zoho Forms form submission

When someone completes your Zoho Forms, a new contact is automatically created in your JobNimbus. This way, you can quickly follow up with the form submission and turn them into a customer!

Plus, all of the information from the Zoho Forms is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Zoho Forms - JobNimbus integration set up makes it easy to manage your customer relationships and grow your business.
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Zoho Forms + JobNimbus Integration

Create JobNimbus task for new Zoho Forms form submission

It's important to stay on top of your customer relationships, and one way to do that is to create JobNimbus tasks for new Zoho Forms form submissions received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that JobNimbus task for new Zoho Forms form submission received today - your customers will thank you for it!
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your JobNimbus + Zoho Forms flow

Send payment receipts, sync mailing lists, store documents, and schedule follow-ups once your form data reaches JobNimbus. Pick a combination and activate it in one click.

Zoho Forms
JobNimbus
+
QuickBooks OnlineQuickBooks Online (4)
+
MailchimpMailchimp (4)
+
Google DriveGoogle Drive (4)
+
Google CalendarGoogle Calendar (4)
+
PandaDocPandaDoc (4)
+
StripeStripe (4)
Z
J
Q
Create a JobNimbus contact from every Zoho Forms submission, and add a customer in QuickBooks Online.
Zoho Forms submissions instantly create a contact in JobNimbus and a customer profile in QuickBooks Online without manual data entry.
Z
J
Q
Turn every Zoho Forms submission into a JobNimbus contact, and create an invoice in QuickBooks Online.
Every Zoho Forms submission creates a JobNimbus contact and generates an invoice in QuickBooks Online automatically.
Z
J
Q
If a Zoho Forms submission includes a deposit request, create a JobNimbus contact and generate a QuickBooks Online invoice.
Conditional routing checks Zoho Forms submissions, creating a JobNimbus contact and a QuickBooks Online invoice when deposits are required.
Z
J
Q
C
Use ChatGPT to review Zoho Forms submission details, create a JobNimbus contact, and record the customer in QuickBooks Online.
ChatGPT analyses new Zoho Forms submissions before creating a JobNimbus contact and adding a QuickBooks Online customer.

Supported triggers and actions for Zoho Forms and JobNimbus

Mix and match to build the exact automation you need

Zoho Forms
Zoho Forms Triggers & Actions
Instant
Form is sumbitted in Zoho Forms
Triggers the automation when a form is filled
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No action is available
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
Try it →
Instant
Work order is updated in JobNimbus
Triggers the automation when a work order is updated
Try it →
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
Try it →
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
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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
Try it →
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
Try it →
Instant
Activity is created in JobNimbus
Triggers the automation when a new activity is created
Try it →
Instant
Activity is updated in JobNimbus
Triggers the automation when an activity is updated
Try it →
Instant
Activity is deleted in JobNimbus
Triggers the automation when any activity is deleted
Try it →
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
Try it →
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
Try it →

What can you automate with JobNimbus + Zoho Forms?

Streamline your roofing business by connecting online client inquiries directly to your core job management and tracking workflows.

What you can automate?
📋
Convert form submissions into CRM contacts automatically
Every time a prospective client completes a questionnaire or estimate request, a new contact record is created in JobNimbus instantly without manual data entry.
📑
Capture every submitted custom field and attachment
Map all form answers, project notes, and uploaded roof inspection documents into your job management system instead of just basic names and email addresses.
🔔
Alert your sales team the moment a lead arrives
Notify your roofing sales representatives immediately when a high-value estimate request or repair inquiry is submitted through your website forms.
🔀
Route submissions based on project type or service
Apply conditional rules to send residential inquiries and commercial roofing requests to different workflows or assign them to specialised team members.
🔄
Keep contact details updated when clients resubmit
Automatically update existing contact records in JobNimbus whenever a returning client submits a new form with revised project details.
🔍
Prevent duplicate records during lead intake
Search existing database entries before creating new contacts, ensuring your CRM remains clean and free of redundant customer profiles.
💳
Handle deposits and payments upon form submission
Trigger invoice generation or payment charges in connected financial tools the moment an intake form requiring a deposit is submitted.
🚀
Extend your workflow to external business apps
Connect your core automation flow to QuickBooks Online, Mailchimp, or Google Drive to sync billing, marketing, and document storage effortlessly.
And much more...

Who is JobNimbus + Zoho Forms integration for?

Roofing contractors, sales teams, and project managers looking to eliminate manual data entry between client intake forms and core job management workflows.

Roofing business owners
Roofing business owners
Sales reps
Sales reps
Project managers
Project managers
Estimators
Estimators
Field supervisors
Field supervisors
Administrative staff
Administrative staff
📈
Roofing business owners
You rely on intake form reports to review daily lead volume, but your pipeline metrics lag behind actual website submissions because staff enter leads by hand — automating both apps means every new submission populates in your CRM instantly and your dashboard stays current.
Sales reps
You need to contact prospective roofing clients immediately after they submit an inquiry, but notification delays leave leads waiting hours for a response — this integration means every form response triggers an instant contact record so you can reach out first.
🤝
Project managers
You answer to homeowners who expect project onboarding documents to be processed right after they fill out estimate requests, but manual copying creates bottlenecks — connecting these apps means client details flow straight into your production queue without delay.
📋
Estimators
The volume of online roofing inquiries is too high for anyone to keep up by hand, leading to missed estimate requests and frustrated prospects — automating both apps means every form submission is logged and assigned for estimation immediately.
🛠️
Field supervisors
You own the scheduling step and depend on office staff to hand over client intake details before visiting job sites, but missing data stalls site visits — integrating these apps means complete contact and project notes arrive in your system the moment forms are submitted.
🗂️
Administrative staff
You need a reliable customer history in JobNimbus, but manual data entry from website forms keeps leaving gaps in your client records — with this integration, every submission transfers flawlessly with zero missed fields or typographical errors.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Zoho Forms + JobNimbus

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

1,500+ apps connected
1,500+ apps connected
Connect Zoho Forms + JobNimbus 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
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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in $19.99

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Frequently Asked Questions

How do I connect JobNimbus to Zoho Forms?
Frequently Asked Questions
You can connect JobNimbus to Zoho Forms in 1-click using ready templates or ask Integrately AI to build the automation. It links effortlessly with QuickBooks Online, Mailchimp, Google Drive, and 1,500+ other apps.
Can I automatically create JobNimbus contacts when a Zoho Forms form is submitted?
Frequently Asked Questions
Can I connect JobNimbus, Zoho Forms, and QuickBooks Online?
Frequently Asked Questions
What is a good Zapier alternative for JobNimbus and Zoho Forms?
Frequently Asked Questions
How does JobNimbus handle contact creation during form submissions?
Frequently Asked Questions
Can I filter Zoho Forms submissions before sending them to JobNimbus?
Frequently Asked Questions
Do I need coding skills to automate JobNimbus and Zoho Forms?
Frequently Asked Questions
Is the JobNimbus and Zoho Forms integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

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Zoho Forms
Popular Zoho Forms Integrations
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