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Jobber + Pipedrive

Create new Pipedrive persons from new Jobber requests

Enhance your sales process by instantly adding new Jobber requests as people in Pipedrive. With this automation workflow, each time you receive a new request in Jobber, a new person is created in your Pipedrive account. This streamlines your task management, helping your sales team to stay updated and promptly address each request.

Enhance your sales process by instantly adding new Jobber requests as people in Pipedrive. With this automation workflow, each time you receive a new request in Jobber, a new person is created in your Pipedrive account. This streamlines your task management, helping your sales team to stay updated and promptly address each request.

  1. When this happens...
    JobberJobber
    New Request

    Triggers when a request is created.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Create Person

    Creates a new person.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Jobber triggers, actions, and search

    New Client

    Triggers when a client is created.

    Trigger
    Instant
    Try It
  • Jobber triggers, actions, and search

    New Job Completion

    Triggers when a job completion is created.

    Trigger
    Instant
    Try It
    • First Name

    • Last Name

    • Company Name

    • Email Address

    • Phone Number

    • Street 1

    • Street 2

    • City

    • State/Province

    • Country

    • Zip/Postal Code

    Action
    Write
  • Jobber triggers, actions, and search

    New Quote Approval

    Triggers when a quote approval is created.

    Trigger
    Instant
    Try It
    • ClientRequired

    • Add another line item?

    Action
    Write
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jobber logo

About Jobber

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

Related categories

  • Scheduling & Booking
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