JobNimbus Integration

In this article, we'll cover the basics of our integration with JobNimbus. From what it does, to how to get started, and even frequently asked questions.

Integration Basics

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What does the integration do? 

Pull Contacts: Every hour, on the hour, the integration will pull newly created or updated contacts from JobNimbus. 

Push Communications: Anytime a communication such as a call, text, or email takes place within Hatch, we’ll send that information back to JobNimbus’s Contact's Notes OR Job Notes.

Note: This integration does not offer Edit your Contacts at this time. If you update the First and Last Name, Email, or Phone Number in Hatch, that change will not be reflected in your CRM. Update any contact information in the CRM, and wait for it to sync back to Hatch. 

What information does the integration pull into Hatch?

We pull in any contact details such as Name, Phone Number, and Email from the Contact Record. This is what we'll use to launch a contact into campaign. 

We also pull in Jobs. Those are added to the Contact Details in Hatch. This will include things like Address, Quote Amount, Sales Representative. With these details, we can make your messaging extremely customized.  

Where do Hatch communications show in my CRM?

Communications from Hatch can be sent back to either the Contact Notes or Job Notes section in JobNimbus. Please let our team know where you prefer the communications to be sent to withing your CRM.

Communications in the Contact Activity Section

When communications are sent back to JobNimbus, they will show up in the Contact Activity Section as a Note.

The type of communication, where it occurred, who sent it, and the communication contact can be found as a Note.

We support the following activity types: 

• Hatch Inbound Call
• Hatch Outbound Call
• Hatch Inbound SMS
• Hatch Outbound SMS
• Hatch Inbound MMS
• Hatch Outbound MMS
• Hatch Inbound Email
• Hatch Outbound Email
• Hatch Inbound Voicemail
• Hatch Inbound Missed Call

Communications in the Job Activity

When communications are sent back to JobNimbus, they will show up in the Job Activity Section as a Note.

The type of communication, where it occurred, who sent it, and the communication contact can be found as a Note.

We support the following activity types: 

• Hatch Inbound Call
• Hatch Outbound Call
• Hatch Inbound SMS
• Hatch Outbound SMS
• Hatch Inbound MMS
• Hatch Outbound MMS
• Hatch Inbound Email
• Hatch Outbound Email
• Hatch Inbound Voicemail
• Hatch Inbound Missed Call

Setting Up the Integration

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Here’s what we need to get started:

1. Within JobNimbus, create an API Key for Hatch. You can do this by logging into JobNimbus, going to Settings > API. The access profile created will need to able to access all jobs and contacts as well as create activities.
   
   

   Here is permission needed when creating the API key.

2. In the Hatch Integrations Marketplace, activate the JobNimbus integration. 
3. Enter the API key previously created into the Hatch integration. 
4. Select your push communication preferences. 

Creating Audiences to Add to Campaigns

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After getting a CRM integration set up, the next step is to start working on creating custom audiences with your data, and then adding those contacts to campaigns.  

Here’s a couple of examples of what we’ll talk about...

• Correctly defining contacts statuses in your CRM
• Identifying your call type statues
• Deciding what contact details to use in campaign language

At this time, you can ask any outstanding questions you have about the CRM set-up.

Frequently Asked Questions

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Will Hatch change contact’s statuses in JobNimbus?

How often is does the CRM sync?

What information is pushed back to JobNimbus?