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Set up your first integration
Quickly connect Jobber to Pipedrive with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Jobber with Pipedrive - 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 Discount to Deal" in Pipedrive.
You’re connected!
Zapier seamlessly connects Jobber and Pipedrive, 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 Pipedrive
Sync new Jobber clients with Pipedrive
Zapier ensures every new client entered in Jobber is seamlessly added to Pipedrive. When a new client is created in Jobber, Zapier will automatically create a corresponding contact in Pipedrive. This makes it easier for business owners to manage relationships in a centralized CRM and eliminates redundant data entry.
Business OwnerUpdate Pipedrive leads when Jobber quotes are approved
Zapier keeps marketing teams informed about potential deals moving forward. When a quote is approved in Jobber, Zapier updates the corresponding lead in Pipedrive. This ensures marketing campaigns and follow-ups remain relevant and updated, saving time on manual updates.
Marketing & Marketing OpsLog newly created Pipedrive deals as Jobber jobs
Keep operations aligned with sales. When a new deal is created in Pipedrive, Zapier logs it as a new job in Jobber. This automation bridges the gap between sales and service delivery, ensuring smooth handoffs and reducing scheduling-related delays.
Sales OpsLearn how to automate Jobber on the Zapier blog
Learn how to automate Pipedrive on the Zapier blog
Frequently Asked Questions about Jobber + Pipedrive integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Jobber and Pipedrive
How do I set up an integration between Jobber and Pipedrive?
To set up the integration, you'll need to use our platform to create a new Zap that connects Jobber to Pipedrive. You'll select Jobber as your trigger app and choose a specific event, like 'New Client' or 'Job Updated,' as the trigger. Then, set Pipedrive as your Action app and define what action should happen, such as creating or updating a deal.
What triggers are available for Jobber within the integration?
When integrating with Pipedrive, you can set up triggers in Jobber such as 'New Client,' 'Updated Job,' or 'Invoice Created.' These will prompt actions in Pipedrive as specified during setup.
Can I customize actions in Pipedrive based on triggers from Jobber?
Yes, during the integration setup, you can specify which actions in Pipedrive should be taken based on different triggers from Jobber. For instance, when a new job is created in Jobber, you can opt to automatically update an existing deal or create a new one in Pipedrive.
Are there any limitations when integrating Jobber and Pipedrive?
While our platform supports numerous triggers and actions between Jobber and Pipedrive, some custom fields might not be accessible due to API restrictions. It's best to check our documentation or contact support for specific limitations.
What happens if a trigger fails during automation between these apps?
If a trigger fails during automation due to connection issues or data inconsistencies, we'll notify you via email with details on what went wrong. You can also replay failed tasks from the dashboard after resolving any issues.
Can I pause or modify an existing Zap between Jobber and Pipedrive without losing data?
Absolutely, you can pause or edit your Zap anytime. Modifications won't result in losing any historical data. However, it will change future automated processes based on the updated conditions.
How secure is my data when using our platform for integrations like between Jobber and Pipedrive?
We prioritize your data security by following industry best practices including encryption of data at rest and transit. Our platform ensures that only authorized users have appropriate access levels for managing integrations.