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Set up your first integration
Quickly connect Jobber to Salesforce with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Jobber with Salesforce - 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 Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Jobber and Salesforce, 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 Salesforce
Sync updated client records with Salesforce
Avoid data discrepancies by connecting Jobber to Salesforce. When a client record is updated in Jobber, Zapier automatically reflects the update in Salesforce. This integration ensures seamless information sharing and reduces manual data entry, improving the accuracy of customer data.
IT
Capture approved client quotes in Salesforce
Keep your CRM updated by transferring approved client quotes directly from Jobber to Salesforce. When a quote is approved in Jobber, Zapier will add it to Salesforce as a record. This helps ensure your sales pipeline is always aligned with client approvals and informs follow-up activities.
Marketing & Marketing OpsLog closed opportunities as finished jobs
Ensure your operations team is aligned with sales. When an opportunity is marked as closed in Salesforce, Zapier creates a corresponding job in Jobber. This automation bridges the gap between sales and operations, ensuring the service delivery process is initiated without delays.
Sales OpsLearn how to automate Jobber on the Zapier blog
Learn how to automate Salesforce on the Zapier blog
Frequently Asked Questions about Jobber + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Jobber and Salesforce
How do I integrate Jobber with Salesforce?
The integration of Jobber with Salesforce can be achieved using Zapier, which allows for automation between the two platforms. You can use various triggers from Jobber such as 'New Client', 'New Job', or 'Updated Job' and set actions in Salesforce like 'Create Record', 'Update Record', etc. This streamlines processes by making sure your data is synced.
Can I create customized workflows when integrating Jobber with Salesforce?
Yes, Zapier allows you to customize workflows between Jobber and Salesforce. You can design multi-step Zaps that incorporate different triggers and actions based on your business needs, allowing for a more tailored integration experience.
What are common use cases for integrating Jobber with Salesforce?
Common use cases include automatically creating new contacts in Salesforce when a new client is added in Jobber, or updating a job status in Salesforce when it changes in Jobber. This helps maintain consistency across platforms without manual data entry.
Are there specific triggers in Jobber that initiate actions in Salesforce?
Yes, specific triggers such as 'New Invoice', 'New Payment', and 'Job Completion' in Jobber can initiate various actions like updating contact information or job statuses in Salesforce. These ensure that your sales and client management data remain up-to-date.
Is it possible to update existing records in Salesforce through the integration with Jobber?
Certainly! Using our platform's integrations, you can update existing records in Salesforce by setting up appropriate actions. For instance, an updated client address or job details in Jobber can automatically reflect within the corresponding records on your Salesforce system.
Do I need coding knowledge to set up the integration between Jobber and Salesforce?
No coding knowledge is required to set up the integration between these two platforms using Zapier. Our intuitive interface allows you to configure triggers and actions through straightforward workflows without any need for programming skills.
What should I do if there's an error during the integration process between these tools?
If you encounter any errors during the integration process, it might be due to incorrect data mapping or authentication issues. Our troubleshooting guides provide steps to resolve common problems, but if further assistance is needed, support teams are ready to help resolve any challenges.
