Articles on: CRM Integrations

How to connect JobNimbus and LeadTruffle (Direct API Integration)

📝 Connect JobNimbus to LeadTruffle with an API key so qualified leads sync automatically as contacts — no Zapier required.



Table of contents




Overview


Once connected, every qualified lead from LeadTruffle syncs straight into JobNimbus as a contact — no Zapier, no manual entry. Setup takes about 5 minutes.


Lead sync and AI booking are separate features. This article covers connecting the integration and syncing leads. For AI booking setup, see How to set up JobNimbus AI booking in LeadTruffle.



Before you begin


  • An active JobNimbus account with admin access (or a role that can manage integrations and API keys)
  • An active LeadTruffle account


Keep both tabs open — you'll create the API key in JobNimbus and paste it into LeadTruffle in one go.



Step 1: Create your JobNimbus API key


For full details on API keys in JobNimbus, see How Do I Create an API Key? in the JobNimbus help center.


  1. Log into JobNimbus.
  2. Click your profile icon or initials in the top right corner and select Settings.
  3. In the left sidebar under Integrations, open the API tab.
  4. Click the blue New API Key button in the top right corner.
  5. Under the Description column, open the drop-down and type LeadTruffle as the source. LeadTruffle isn't in the preset list — type it in and it will be added to your account.
  6. Assign an Access Profile to the key. This controls what the key is allowed to do — choose a profile with permission to read and create contacts and jobs. See What Does It Mean To Assign an API Key an Access Profile? for details.
  7. Click Save.
  8. Copy the string of characters that appears under the Key column — you'll need it in the next step.


Treat your API key like a password. Anyone with the key can access your JobNimbus data through the API.



Step 2: Connect JobNimbus to LeadTruffle


  1. Log into your LeadTruffle dashboard.
  2. Go to External CRMs → JobNimbus Integration at app.leadtruffle.com/external-integrations.



  1. Paste your API key into the API key field and click Save Settings.



  1. Keep Enable integration immediately on if you're ready to start syncing.
  2. You can confirm the key is working using the Test Connection button in the panel.



Step 3: Configure lead sync settings


  1. Require name and contact method before sync - When enabled, a lead won't sync to JobNimbus unless it has a usable name and at least one contact method (email or phone). Recommended for keeping your CRM clean.
  2. Automatically create a job when a lead syncs - When enabled, LeadTruffle also creates a JobNimbus Job alongside the Contact. Requires a Job Workflow Name and Job Status Namesee Optional job mapping below.



When matching a lead to an existing JobNimbus contact, LeadTruffle checks in this order:

  1. Email
  2. Phone
  3. Exact first and last name
  4. Creates a new contact if no match is found



Optional Contact Mapping


These fields control how LeadTruffle labels the contact it creates or updates in JobNimbus. Leave them blank unless you have specific workflows, statuses, or lead sources you want used.


These values must match exactly what exists in your JobNimbus account — including capitalization and spacing. A mismatch will cause the sync to fail.


1. Contact workflow name


The JobNimbus contact workflow (record type) to place the synced contact into.


  • Example: Contact
  • Find the exact name in JobNimbus under Settings → Workflows → Contacts


2. Contact status name


The JobNimbus status to assign to the contact when LeadTruffle syncs it. Must be a status that exists inside the selected contact workflow — a valid status from a different workflow will still cause a failure.


  • Example: Lead or New Lead
  • Find the exact name in JobNimbus under your Contact workflow's status list


3. Lead source name


The source label LeadTruffle should send to JobNimbus so you can see where the lead came from.


  • Example: LeadTruffle
  • Must match a configured lead source name in JobNimbus. Hidden lead sources can also cause issues — JobNimbus prevents new contacts from being associated with hidden sources.
  • Find or create lead sources in JobNimbus under Settings → Lead Sources




Optional Job Mapping


These fields are required if you want LeadTruffle to automatically create JobNimbus Jobs, or if you plan to use AI booking with Tasks tied to Jobs rather than Contacts.


These values must match exactly what exists in your JobNimbus account. A mismatch will cause job creation and any related booking Tasks to fail.


1. Job workflow name


The JobNimbus job workflow (record type) to use when LeadTruffle creates a Job.


  • Example: Job
  • Find the exact name in JobNimbus under Settings → Workflows → Jobs


2. Job status name


The starting status for Jobs created by LeadTruffle. Must be a status inside the selected Job workflow.


  • Example: Lead or New
  • Find the exact name in JobNimbus under your Job workflow's status list



What data gets synced


Category

What syncs

Customer profile

Full name, email, phone, service address

Service details

Service type, problem description, urgency, preferred timing

Qualification details

Full AI conversation transcript, budget range, notes

Marketing attribution

UTM parameters, source URL, landing page, date and time of contact



Verify the integration


After connecting, test it end to end:


  1. Submit a lead through your LeadTruffle widget or voice/text agent.
  2. The lead should appear in JobNimbus within seconds as a new contact, fully populated and ready to work.


You can also use the Test Sync tool in the JobNimbus panel to run the sync path manually against a recent lead without waiting for a new submission.



Troubleshooting


Leads aren't syncing

  • Confirm the API key was copied in full with no extra spaces.
  • Confirm the Access Profile assigned to the key can create contacts and jobs.
  • Check that Enable integration immediately is on and the integration hasn't been manually disabled.
  • If Require name and contact method before sync is on, confirm the lead has a name and at least an email or phone.


Sync fails after adding contact or job mapping fields

  • These values must match your JobNimbus account exactly — including capitalization and spacing. Pull the exact names directly from JobNimbus settings rather than typing from memory.
  • Confirm the Contact Status Name is a status inside the Contact Workflow you specified, not a different workflow.
  • Confirm the Lead Source Name is not hidden in JobNimbus.


You regenerated or deleted your JobNimbus API key

  • The existing connection will stop working. Create a new key in JobNimbus and reconnect in LeadTruffle.



Need help? Contact us at support@leadtruffle.com or message the team via the chat on this article or in-app.

Updated on: 19/06/2026

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