This article details how to integrate the JobNimbus CRM into Boostpoint.
1. Click on the username dropdown in the upper right-hand corner. Then click on the "settings" option.
2. From your settings, scroll down and select "API" from the menu on the left. In the API page, you can create a API key by clicking on the "New API Key" button in the top right corner.
4. Manually type the name "Boostpoint" into the Description box (Label #1), then select "Admin" from the dropdown list under Access Profile (Label #2). Then click the 'Save' button.
5. After saving the new API Key. Please copy the key by clicking the 'Copy' link next to the key and add it to the items that you'll need to send to Boostpoint.
6. Next, staying in your JobNimbus settings, create a new lead source by clicking on the 'Lead Source' menu item. Click on the 'Add Lead Source' button. Enter the EXACT lead source name 'Boostpoint Ads', then click the save button.
9. Next we need the Workflow Type name and Workflow name that you would like your contact entered as. You can get to this from the 'Contact Workflows' menu item, within your JobNimbus settings again.
10. You can give us the EXACT name of any existing Workflow Type and Workflow, OR create new ones if you require that. For example, in the below screenshots, you would send us the name 'Residential Retail' for the Workflow Type name and could use 'Lead', 'Callback', or 'Appointment Scheduled', etc. for the Workflow name.
11. Please send the following information back to your Boostpoint rep.
Copied API Key from above.
The EXACT Workflow Type Name and Workflow name from above.