Homebase360 + Jobber
Homebase360 + Jobber
Create new Jobber clients from new Homebase360 customers
Use this streamlined process to quickly turn your new Homebase360 customers into clients in the Jobber app. As soon as a fresh customer is entered into Homebase360, an equivalent client is created in Jobber, ensuring a smooth transition and saving you time on data entry. Nurture new relationships without getting bogged down in administrative task. This workflow is designed to help you focus on customer service, while keeping your records up-to-date.
- When this happens...New CustomerTriggers when a new customer is created in your Homebase360 account.
- automatically do this!Create ClientCreates a new client.
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More things you can do with Homebase360 and Jobber
Discover other triggers and actions you can use with Homebase360 and Jobber
- New Customer
Triggers when a new customer is created in your Homebase360 account.
Try ItTriggerInstant - New Job
Triggers when a new job is created in your Homebase360 account.
Try ItTriggerInstant - Updated Customer
Triggers when an existing customer is updated (details, address, tags, notes, notifications, or payment method).
Try ItTriggerInstant - Updated Job
Triggers when a job is updated — details, status, payment, review, or execution milestones.
Try ItTriggerInstant
- New Estimate
Triggers when a new estimate is created in your Homebase360 account.
Try ItTriggerInstant - New Lead
Triggers when a new lead is created in your Homebase360 account.
Try ItTriggerInstant - Updated Estimate
Triggers when an estimate is updated — details, sent, approved, declined, or converted to a job.
Try ItTriggerInstant - First Name
- Last Name
- Phone Number
- Email Address
- Secondary Email
- Primary Address
- Secondary Address
- Notes
- Tags
- Enable Notifications
ActionWrite