Connect Jobber and Microsoft Outlook to unlock the power of automation
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Set up your first integration
Quickly connect Jobber to Microsoft Outlook with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Jobber with Microsoft Outlook - 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 "Add Attendees to Calendar Event" in Microsoft Outlook.
You’re connected!
Zapier seamlessly connects Jobber and Microsoft Outlook, automating your workflow.
Supported 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
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Practical ways you can use Jobber and Microsoft Outlook
Add new clients to Outlook contacts.
When a new client is created in Jobber, Zapier automatically adds them as a contact in Microsoft Outlook. This ensures your client database in Outlook is always up-to-date without manual effort, helping you stay organized and improve communication with clients.
Business OwnerCreate customer follow-up events based on invoices.
When a new invoice is created in Jobber, Zapier automatically schedules a follow-up event in Microsoft Outlook. This helps your marketing team track post-purchase engagement, improving customer retention and ensuring timely follow-up actions.
Marketing & Marketing OpsSchedule calendar events for new Jobber jobs.
When a new job is created in Jobber, Zapier automatically schedules an event in your Microsoft Outlook calendar. This keeps your schedule in sync with your projects, reduces the risk of overlooking tasks, and ensures efficient time management.
Project ManagementLearn how to automate Jobber on the Zapier blog
Learn how to automate Microsoft Outlook on the Zapier blog
Frequently Asked Questions about Jobber + Microsoft Outlook integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Jobber and Microsoft Outlook
How do I set up the integration between Jobber and Microsoft Outlook?
To set up the integration, you'll need to create a Zap in our platform that connects Jobber with Microsoft Outlook. You'll select Jobber as your trigger app and choose a specific event such as 'New Request' or 'Updated Quote.' Then, you'll set Microsoft Outlook as your action app, performing an action such as 'Create Event' or 'Send Email.'
Can I sync contacts between Jobber and Microsoft Outlook?
Yes, you can sync contacts by creating a Zap where you select Jobber's 'New Client' trigger. This action can automatically add the new client information into your Microsoft Outlook contacts.
Is it possible to update calendar events in Outlook based on new jobs in Jobber?
Absolutely! By setting up a Zap with Jobber's 'New Job' trigger, you can automatically create or update events in your Microsoft Outlook calendar.
What types of data can be transferred from Jobber to Microsoft Outlook?
The types of data you can transfer include job details, client information, quotes, invoices, and scheduling information which can be used to create emails or calendar events in Microsoft Outlook.
How do I ensure that changes in Jobber are reflected in my Outlook calendar without manual updates?
By using triggers like 'Job Completed' or 'Job Updated' from Jobber, you can automate updates to your calendar events in Microsoft Outlook through our integration platform.
Can I send automated emails through Outlook for each new job booked in Jobber?
Yes, you can connect a trigger like 'New Booking' from Jobber to an email action in Microsoft Outlook. This setup allows automated emails to be sent each time a new job is booked.
Are there any limitations when integrating Jobber with Microsoft Outlook regarding recurring tasks?
While most recurring tasks can be managed through our platform, some complex recurrence patterns might not translate perfectly and would require manual adjustments when syncing with Microsoft Outlook.
