How to Connect Gravity Forms to JobNimbus: Contractor CRM Automation Guide

Managing roofing inspections, construction estimates, and contractor work orders manually can paralyze a growing home services company. If your website relies on Gravity Forms to capture client inquiries, having those submissions automatically populate inside JobNimbus CRM ensures your estimators and field managers can dispatch crews and schedule site visits within seconds.

In this complete guide, you will learn how to connect Gravity Forms directly to JobNimbus using our native integration plugin—without monthly Zapier subscriptions or messy webhook errors.

Step 1: Obtain Your JobNimbus API Access Token

To link WordPress with your JobNimbus account, you need a private API Token:

1. Log in to your JobNimbus web dashboard.
2. Click your user profile avatar in the upper right corner and select Settings.
3. In the left sidebar, click API Tokens under Integrations.
4. Click New Token, label it Website Lead Generation, and copy the key.

Step 2: Connect Gravity Forms to JobNimbus

Navigate to your WordPress admin area:

• Go to Forms → Settings → JobNimbus.
• Paste your API Token into the input field and click Save Settings.
• A green status indicator will verify that your WordPress site is communicating with JobNimbus.

Step 3: Create an Automated Lead & Job Feed

Now, open any existing Gravity Form (such as a Free Roofing Estimate form) or create a new one. Navigate to Settings → JobNimbus within form settings:

• Click Add New to generate a feed.
• Map Contact Details: Match the form fields for First Name, Last Name, Phone Number, Email, and Property Street Address.
• Configure Job Creation: Check the box to automatically generate a Job card linked to the contact. Select your Job Type (e.g. Roof Replacement, Gutter Repair) and default Sales Rep.
• Enable Conditional Logic: Only sync submissions where the user explicitly requests an estimate.

// Prevent Job creation for non-service inquiries
add_filter('ge_jobnimbus_payload_before_send', function($payload, $feed, $entry, $form) {
    if (rgar($entry, '12') === 'General Question') {
        $payload['create_job'] = false; // Only create Contact
    }
    return $payload;
}, 10, 4);

Step 4: Test & Verify Real-Time Sync

Submit a test inquiry through your live form. Open JobNimbus and refresh your Contacts and Jobs dashboard. You will see the new lead card created with all form details mapped instantly, with complete API audit logs saved in the Gravity Forms Entry Notes.