JobNimbus - Sales Ask

Sales Ask logs an Activity note on the matched Job or Contact, and pulls Jobs, Contacts, and Tasks.

What Sales Ask uses in JobNimbus

Object	How Sales Ask uses it
Jobs	Reads Jobs to match calls and sync value and status; finds nearby completed Jobs for Homeplans
Contacts	Reads Contacts to match calls
Tasks	Reads the next 7 days of Tasks to show the rep’s appointments
Activities	Adds a Note activity with the summary to the Job, or the Contact if there’s no Job
Users	Matches reps to JobNimbus users by email
Workflows	Reads your Job workflow statuses so you can map them to open, won, or lost

What you need

API Key

Get your API key

Log in to JobNimbus as an admin.
Click your profile icon in the top right, then Settings → API.
Click New API Key and enter Sales Ask as the description.
Set Access Profile to Admin. The key gets only the permissions of the profile you choose, and a more limited profile can stop Sales Ask from reading Jobs or logging notes.
Save, then copy the key.

JobNimbus shows the key only once. Save it before you close the page.

Connect in Sales Ask

Go to Settings → Integrations and search for JobNimbus.
Paste the API key.
Choose a matching method and click Save.