Hvac Quote + Jobber

Hvac Quote + Jobber integrations

Create new Jobber clients from new leads in Hvac Quote

Easily manage your business process with this seamless workflow. When a new lead is generated in the Hvac Quote app, a client profile will instantly be created in the Jobber app. This allows you to transfer key information instantaneously between apps, enhancing your client management strategy and saving valuable time.

When this happens...
New Lead CreatedTriggers when a new lead is created.
TriggerInstant
automatically do this!
Create ClientCreates a new client.
ActionWrite

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More things you can do with Hvac Quote and Jobber

Discover other triggers and actions you can use with Hvac Quote and Jobber

New Lead Created
Triggers when a new lead is created.
Trigger
Instant
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New Client Created
Triggers when a client is created.
Trigger
Instant
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New Invoice Created
Triggers when an invoice is created.
Trigger
Instant
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Job Closed
Triggers when a job is closed
Trigger
Instant
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Job Updated
Triggers when a job is updated
Trigger
Instant
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New Quote Created
Triggers when a quote is created.
Trigger
Instant
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New Request Created
Triggers when a request is created.
Trigger
Instant
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- Client ID
  Required
- Tags to Add
  Required
Action
Write
- Client
  Required
- Title
- Number of line items
  Required
Action
Write
- Client
  Required
- Title
Action
Write
- Client Search Term (eg. name, email, or company name)
- First Name
- Last Name
- Company Name
- Email Address
- Phone Number
- Street 1
- Street 2
- City
- State/Province
- Country
- Zip/Postal Code
Action
Search or write

- Lead Name
  Required
- Email Address
  Required
- Phone Number
- Address
- Lead Source
- Service Type
- Notes
- Lead Tag
- Facebook Campaign Id
- Facebook Ad set Id
- Facebook Ad Id
- Lead Id
Action
Write
Client Updated
Triggers when a client is updated
Trigger
Instant
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Invoice Updated
Triggers when a invoice is updated
Trigger
Instant
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New Job Created
Triggers when a job is created.
Trigger
Instant
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Quote Approved
Triggers when a quote is approved
Trigger
Instant
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Quote Sent
Triggers when a quote is sent
Trigger
Instant
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- First Name
- Last Name
- Company Name
- Email Address
- Phone Number
- Street 1
- Street 2
- City
- State/Province
- Country
- Zip/Postal Code
Action
Write
- Client
  Required
- Title
- Instructions
- Start Date (yyyy-mm-dd)
- Create_visits
  Required
- Start Time (HH:mm:ss)
- End Time (HH:mm:ss)
- Invoicing_schedule
  Required
- Number of line items
  Required
Action
Write
- Request ID
  Required
- Message
  Required
Action
Write
- Client Search Term (eg. name, email, or company name)
Action
Search

About Hvac Quote

HVAC Quote is a platform to manage HVAC leads and customer data, allowing you to track quotes, manage customer information, and streamline your sales process.

HelpHelp

Related categories

CRM (Customer Relationship Management)

About Jobber

Jobber is the command center for home service businesses. Our easy-to-use app powers sales, operations, and customer service—all in one place.

Learn moreLearn moreHelpHelp

Related categories

Scheduling & Booking