JobNimbus is a CRM and project management software that allows small and medium-sized businesses to manage their contacts, jobs, tasks, documents, etc. Integrating JobNimbus with Birdeye will automate the process of sending out review requests to clients on a daily basis. 

Once JobNimbus is integrated with Birdeye, Birdeye will pull customer information from JobNimbus once daily from the jobs that were closed on the previous day. Birdeye collects the first name, last name, email address, and phone number of your customers and automatically sends them to review requests based on the preferences set within the Birdeye dashboard.

Birdeye allows you to fetch data from your CRM using some predefined triggers. You can choose any combination from the list of available triggers and inform the support team about your selection. Here are the supported triggers for JobNimbus:

To set up the initial part of the integration with Birdeye, please reach out to the Birdeye technical support team @ 1-800-561-3357 Ext. 3 or email them at - support@birdeye.com. Birdeye support team would need your JobNimbus API Key to set up the integration with Birdeye successfully.

To generate API Key within your JobNimbus account, navigate to the login page and enter your credentials.

Once you have logged in to your JobNimbus account, hover over the button on the top-right corner and from the drop-down menu click on the 'Settings' icon.

On the 'Settings' page, click on the 'API' tab on the left navigation rail.

Now, click on the 'New API Key' button in the top-right corner.

Enter 'Birdeye' in the description field and give the access profile as 'Admin' before saving your selection.

After you click on the 'Save' button, a new API Key will be generated for your JobNimbus account. You can use the 'Copy' button to securely use the API Key. 

To enable Lead within your JobNimbus account, follow the below steps: 

Enter your email address and password, then click 'Sign in.'

Navigate to the 'Settings' tab beneath your user initials. 

Upon clicking, you will be redirected to the Settings page. Scroll down and select 'Contact Workflows.'

Hover over the 'three dots' and select the 'Edit' option against the desired customer for whom you intend to set the 'Lead.' 

You will be directed to the edit screen; now, click on '+Add status.'

Add the status as 'Lead' and choose 'Lead' as a stage from the drop-down menu. Once completed, click '+Save.' 

Upon saving, you will view the 'Lead' status integrated into the workflow, a crucial step for initiating the Birdeye Lead Trigger.

Once added, the 'Lead' status will be visible in the workflow for that specific customer.