Jobber, a business management software for home service businesses, makes it easy to manage your operations, track employees in the field, and communicate with the rest of your team. But, like most businesses, you probably use a variety of other tools to manage your processes, like spreadsheets, lead-capture apps, and custom tools.
Pairing Jobber with automation lets you easily connect your business-critical tools to build more powerful systems. With Zapier's automated workflows—we call them Zaps—you can easily automate administrative tasks on Jobber, stay organized, and free up more time to grow your business. Here's how.
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Table of contents
Save new Jobber contacts in your address book
Jobber creates a new contact every time your business receives an inquiry from a website contact form, Facebook, or email. But it's always a good idea to have customers' contact information in more than one place.
Keeping customer information in a centralized contact database like OpenPhone or Google Contacts gives you more control over your data and more options for communicating with customers. But as your business grows, it becomes difficult to do this manually without errors or duplicate entries.
Instead, use these Zaps to automatically save customer contact information in your contact app anytime a new client is created on Jobber. That way, you'll maintain up-to-date customer contact information in multiple places and communicate with customers through your preferred channel.
Create Google Contacts from new clients in Jobber
Jobber + Google Contacts
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This integration allows you to have client contact information in two places. That way, you have the option to communicate with clients via Jobber or Google, depending on your preferences. When there is a new client in Jobber, a corresponding Google Contacts entry will be created.
Create or update OpenPhone contacts when new clients are created in Jobber
Jobber + OpenPhone
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Boost your communication process with this efficient workflow. Whenever you add a new client on Jobber, it will immediately update or create a contact in your OpenPhone app. This smooth process saves you time on manual data entry and ensures your communication channels are always up-to-date with your client information. Say goodbye to the tedious task of manually duplicating client details and enjoy seamless contact management.
Create or update OpenPhone contacts for new Jobber clients
Jobber + OpenPhone
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Easily keep your contacts up to date with this Jobber to OpenPhone automation. Whenever you add a new client in Jobber, this workflow will create or update their contact information in OpenPhone. Stay organized and efficient by ensuring your phone contacts are always current with your latest client information.
Automate lead management
As your business grows, the amount of leads will also increase. So, you need a way to manage prospects at scale, simplify your sales process, and keep everything organized. With these Zaps, you can easily add new clients to your CRM, update existing client records, and track leads as they move through your sales pipeline. That way, you'll have more time on your hands to build relationships with leads and close deals instead of wasting hours organizing data from multiple sources.
Create Jobber clients from new leads in Facebook Lead Ads
Facebook Lead Ads + Jobber
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Boost your customer management efficiency by directly introducing new leads from Facebook Lead Ads into Jobber as clients. This automation ensures that no potential customer slips through the cracks by feeding information from one platform straight to the other when a new lead is generated. Streamlining your client creation process has never been simpler.
Add new Jobber clients to Google Ads customer list as contacts
Jobber + Google Ads
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Enhance your client management system with this efficient workflow. Whenever you have a new client in Jobber, it makes sure to add their contact to your Google Ads Customer List. It's a simple yet effective way to keep your advertising initiatives well-coordinated and targeted, saving you the manual task of data entry and ensuring you never miss out on a potential customer.
Create new Jobber clients from new Gravity Forms submissions
Gravity Forms + Jobber
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Streamline the process of converting form submissions into new client profiles. With this workflow, every time a new submission comes in from Gravity Forms, it will create a client in Jobber for you instantly. It helps you save time on data entry and allows you to focus on serving your clients better.
Create and update LeadConnector contacts for new Jobber clients
Jobber + LeadConnector
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Effortlessly manage your new clients with this seamless workflow between Jobber and LeadConnector. When a new client is added in Jobber, their contact information will be instantly updated or created in LeadConnector, ensuring your contacts stay organized and up-to-date. Streamline your client onboarding process and never miss a beat with this efficient automation.
Create Jobber clients from updated LeadConnector stages for seamless lead management
LeadConnector + Jobber
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Effortlessly manage your sales pipeline and client database with this seamless workflow. When a lead's stage changes in LeadConnector, this integration will create a new client in Jobber, instantly updating your client list and ensuring smooth transitions between sales stages. Stay organized and never miss a beat while providing top-notch service to your clients.
Track business processes in a spreadsheet
Jobber is a great tool for managing all aspects of your home service business. But you probably want a backup option for tracking your daily activities. That's where spreadsheets are useful. They let you keep a copy of essential data and serve as a great point of reference for teams that might not have access to your Jobber dashboard. This makes it easier for anyone to analyze your business operation over time.
With these Zaps, you can create automatic backups of your Jobber workflows. So, anytime a new client is created in Jobber, a new row will be added to a designated Google sheet spreadsheet to ensure a consistent and organized customer record.
Add Jobber clients to Google Sheets rows.
Jobber + Google Sheets
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Keep track of your new Jobber clients with this easy-to-use automation. Every time a new client is added in Jobber, a new row will be created in your Google Sheets spreadsheet, allowing you to maintain an organized record of your customers. Set this up once and let the workflow take care of the rest, saving you time and effort while ensuring consistent data organization.
Create Google Sheets rows for new Jobber requests
Jobber + Google Sheets
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Stay organized and efficient with this integration between Jobber and Google Sheets. When a new request is created in Jobber, the details are instantly added as a new row in your Google Sheets. This means you'll have a regularly updated record of all requests without the need for manual data entry. This workflow streamlines your business processes, saving time and reducing errors.
"create Google Sheets rows instantly for every new job created in Jobber"
Jobber + Google Sheets
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Keep your job tracking efficient and organized with this workflow. Every time there's a new job created in Jobber, it creates a row in Google Sheets capturing all pertinent job details. This automated process ensures no important job details are missed while saving you time on data entry, so you can focus on getting the job done right.
Create rows in Google Sheets for new quote approvals in Jobber
Jobber + Google Sheets
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Effortlessly keep track of your new Jobber quote approvals in a well-organized manner with this workflow. When a quote gets approved in Jobber, this automation will create a new row in your designated Google Sheets spreadsheet, ensuring that you always have up-to-date records for easy reference and analysis. Streamline your sales process and never miss an approved quote again.
Add new Jobber invoices to a Google Sheets spreadsheet
Jobber + Google Sheets
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Make sure your invoices can be visible by the rest of your team. Automatically update a Google Sheets spreadsheet of your choosing with every new invoice that gets created in Jobber. Streamline your custom reporting by directly updating your spreadsheets.
Keep your team updated
As daily business activity progresses, prompt communication is key to updating team members on the status of each project so they know when it's time for them to get involved. A quick Slack notification can inform your team about a new quote approval in Jobber. This way, the right employee can quickly provide professional follow-ups, which builds trust with customers.
Send channel messages in Slack for new quote approvals in Jobber
Jobber + Slack
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Stay informed and speed up your team's response time with this seamless workflow between Jobber and Slack. Whenever a new quote approval occurs in Jobber, a message will be sent to your desired Slack channel, ensuring everyone stays in the loop and can act accordingly. Keep your team updated and maintain efficient communication with this automation.
Similarly, you can use Zaps to streamline internal communication by automatically sending real-time updates on project progress. For instance, you can set up a Zap to instantly send a channel message in Microsoft Teams or Discord whenever a new job is marked as complete in Jobber. This workflow reduces the time spent on manual updates, keeps everyone aligned on schedules, and helps you track team performance in the field.
Notify Discord with channel messages for new Jobber job completions
Jobber + Discord
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Stay up-to-date with your team's progress by sending channel messages in Discord when a job is completed in Jobber. This workflow helps you keep your team informed of project milestones, ensuring smooth communication and efficient collaboration across the board. No more searching through Jobber for updates—get notified directly in Discord, and keep the momentum going.
Create Microsoft Teams channel messages for new Jobber job completions
Jobber + Microsoft Teams
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Keep your team in the loop with this efficient workflow between Jobber and Microsoft Teams. Every time a new job is marked as completed in Jobber, a channel message is sent in Microsoft Teams, allowing your team members to stay updated on project progress. Reduce the downtime spent on manual updates, and focus more on completing tasks and meeting deadlines.
Automate any workflow on Jobber with webhooks
If the workflow you need isn't covered here yet, you can create it using webhooks. Webhooks let you automate virtually any workflow with any other app based on events in Jobber.
For instance, when a job is marked as complete in Jobber, webhooks can instantly send a post request to any communication, CRM, or email marketing platform of your choice that accepts webhooks. Use this Zap to get started:
Create posts in Webhooks by Zapier from new job completions in Jobber
Jobber + Webhooks by Zapier
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Save time and effort by automating your job completion process with this seamless workflow. When a new job is marked as completed in Jobber, this automation will instantly send a POST request via Webhooks by Zapier to your desired endpoint, keeping your systems effortlessly updated. Focus on more vital tasks while this integration handles your job completion updates for you.
Optimize your home service business by automating Jobber
Automating Jobber with Zapier means you can make every step in your business process run smoothly to save time, reduce stress, and maximize profitability.
When you use Zaps to automate data transfer between apps, invoicing, or internal communications, you'll improve operational efficiency, reduce administrative tasks, and focus on the one thing that matters most—providing better service to customers.
And that's just the start of what you can do with Jobber and Zapier. What will you automate first?
