Jobber + Odoo CRM

Jobber + Odoo CRM integrations

Create new leads in Odoo CRM when new clients are added in Jobber

Streamline your client onboarding process by automatically turning new Jobber clients into leads in Odoo CRM. This efficient workflow enhances your business productivity, ensuring every new customer from Jobber is instantly captured in Odoo for easy management and follow-up. No more manual entry or data slips, just seamless integration for optimal lead management.

When this happens...
New Client CreatedTriggers when a client is created.
TriggerInstant
automatically do this!
Create LeadTriggers on a new lead.
ActionWrite

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More things you can do with Jobber and Odoo CRM

Discover other triggers and actions you can use with Jobber and Odoo CRM

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
Create Lead
Creates a lead.
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
New Lead
Triggers on a new lead.
Trigger
Polling
Try It

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.

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Related categories

Scheduling & Booking

About Odoo CRM

Odoo is a powerful open source platform with dozens of apps to help you grow your business. Available apps range from CRM to eCommerce, and from accounting to manufacturing and project management. This Odoo CRM integration allows users to connect Odoo's CRM product to other apps. This integration works with instances that are cloud hosted at "odoo.com."

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Related categories

CRM (Customer Relationship Management)

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