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How Do I Enable the JobNimbus Integration With Toolsey?
Toolsey Is a Powerful Lead Management Platform That Can Improve Your Sales Lead Response Time, Leading to a Much Higher Conversion
- Navigate to the Settings page in JobNimbus.
- Select the Integrations tab from the Settings menu on the left-hand side of the screen, then select API.
- On the API screen, click on the New API Key button.
- Either choose Toolsey from the dropdown or type Toolsey into the API name field.
- Select your role in the company, and then save the new API Key.
- Click on “Copy” next to API key to copy the clipboard.
- Open your Toolsey account.
- Go to “Settings” on the left-hand side and select “Linked Accounts”
- On the Linked Accounts page, select the “Connect” button next to JobNimbus.
- In the connection dialog, paste JobNimbus API Key you copied to the
clipboard in Step 6. - Choose a Toolsey status from the dropdown provided to determine when
the lead will automatically be sent to your JobNimbus account. - Click Submit to complete the integration.
- Now when the Lead status is selected in Toolsey, it will import into JobNimbus as both a Job and Contact in the Lead status.