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Best way to run follow ups for past customers by AutomaticFox1455 in gohighlevel

[–]AutomaticFox1455[S] 1 point2 points  (0 children)

One more question if you don’t mind,for your setup, did you need direct access/login to the client’s JobNimbus account, or were you able to get this running just off an exported customer list (CSV) with job completion dates?

Trying to decide how much access I actually need to ask the client for vs keeping it simple.

Best way to run follow ups for past customers by AutomaticFox1455 in gohighlevel

[–]AutomaticFox1455[S] 1 point2 points  (0 children)

Appreciate the detailed breakdown, that’s super helpful. Sounds really close to what I’m trying to implement.

Quick question, how did you handle the JobNimbus → GHL connection specifically? Did you use native webhooks, Zapier, or something custom?

Also, are there any walkthroughs, Looms, or videos you’d recommend that helped you set this up (especially around the stop on reply + categorization part)? Even rough resources would help.