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Set up your first integration
Quickly connect Jobber to OpenPhone with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Jobber with OpenPhone - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Client Created" from Jobber.
Add your action
An action happens after the trigger—such as "Create or Update Contact" in OpenPhone.
You’re connected!
Zapier seamlessly connects Jobber and OpenPhone, automating your workflow.
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Frequently Asked Questions about Jobber + OpenPhone integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Jobber and OpenPhone
How do I integrate Jobber with OpenPhone?
Integration of Jobber with OpenPhone can be achieved by leveraging automation tools like ours, which allow you to connect both apps through triggers and actions. You'll need to set up a 'Zap', starting with selecting Jobber and a specific trigger event such as 'New Client Created'. Then, choose OpenPhone as the action app and define an action, like 'Send Message'.
What triggers are available when integrating Jobber with OpenPhone?
When integrating Jobber with OpenPhone, available triggers include events like 'New Client Created', 'Updated Client', and 'New Appointment Scheduled' in Jobber. These triggers can initiate actions in OpenPhone automatically.
What actions can be performed in OpenPhone through this integration?
Through the integration, you can perform actions such as sending an SMS or making a call via OpenPhone automatically when specific events occur in Jobber like appointment confirmations or updates.
Do I need coding skills to set up the integration between Jobber and OpenPhone?
No coding skills are required to set up the integration. Our platform provides an intuitive interface where you can create automations, also known as 'Zaps', by simply choosing triggers and corresponding actions from dropdown menus.
Can I customize messages sent via OpenPhone when triggered from Jobber?
Yes, you can customize the content of messages sent through OpenPhone based on triggered events from Jobber. Our platform allows you to include dynamic fields from your Jobber account into your message templates.
How do I ensure my clients get immediate notifications via OpenPhone when an event occurs in Jobber?
To ensure immediate notifications, choose real-time triggers within your Zap configuration. This way, once an event such as a new job completion happens in Jobber, a corresponding action will instantly generate a message sent through OpenPhone.
Are there limitations on how many times these integrations can run per day?
The frequency of integrations running per day is typically determined by our plan limits. Check our service terms for any caps on daily Zap executions or consult support for detailed information regarding any usage restrictions pertinent to your subscription plan.
Practical ways you can use Jobber and OpenPhone
Create phone contacts for new Jobber clients
When a new client is created in Jobber, Zapier automatically creates a contact for them in OpenPhone. This saves business owners time on manual data entry and ensures every new customer is easily reachable by phone.
Business OwnerSync Jobber client updates with OpenPhone contacts
Whenever a client's information is updated in Jobber, Zapier automatically updates the corresponding contact in OpenPhone. This maintains accurate contact details for targeted marketing campaigns and eliminates discrepancies between platforms.
Marketing & Marketing OpsLog Jobber quotes into OpenPhone communication
When a new quote is sent from Jobber, Zapier automatically sends a summary message to the sales team's OpenPhone number. This keeps your team informed without switching systems.
Sales OpsSupported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Client Created
Triggers when a client is created.
Try ItTriggerInstant - New Invoice Created
Triggers when an invoice is created.
Try ItTriggerInstant - Job Closed
Triggers when a job is closed
Try ItTriggerInstant - Job Updated
Triggers when a job is updated
Try ItTriggerInstant
- Client Updated
Triggers when a client is updated
Try ItTriggerInstant - Invoice Updated
Triggers when a invoice is updated
Try ItTriggerInstant - New Job Created
Triggers when a job is created.
Try ItTriggerInstant - Quote Approved
Triggers when a quote is approved
Try ItTriggerInstant
