Connect Jobber and Salesforce to power AI-driven automation

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Launch your first automated workflow

Start with a template that brings Jobber and Salesforce together. Build enterprise-grade automation in minutes.

Our most popular template

Create Salesforce records from new Jobber job completions
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Jobber + Salesforce
Create new Salesforce contacts when new clients are added in Jobber
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Jobber + Salesforce
Create Salesforce records from newly created Jobber quotes
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Jobber + Salesforce
Create new Jobber clients from new Salesforce records
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Salesforce + Jobber

Create Salesforce records from new Jobber job completions

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Jobber + Salesforce

Create new Salesforce contacts when new clients are added in Jobber

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Jobber + Salesforce

Create Salesforce records from newly created Jobber quotes

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Jobber + Salesforce

Create new Jobber clients from new Salesforce records

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Salesforce + Jobber

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Jobber with Salesforce - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

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.
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
New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or 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 Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History Object
  Required
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

For AI agents & developers

Use Jobber and Salesforce with AI agents and code

Beyond Zap workflows. Call Jobber and Salesforce actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Jobber and Salesforce actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Client
Add Contact to Campaign

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Jobber and Salesforce actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* jobber / salesforce action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

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G2 Badge - Leader Mid-Market - Winter 2024

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

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.

Try 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 Ops

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Log 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 Ops

Try it

Learn how to automate Jobber on the Zapier blog

Learn how to automate Salesforce on the Zapier blog

Make work flow with AI

Level up your Jobber to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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.

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.

Learn moreLearn moreHelpHelp

Related categories

Scheduling & Booking

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect Jobber and Salesforce to power AI-driven automation

Launch your first automated workflow

Create Salesforce records from new Jobber job completions

Create new Salesforce contacts when new clients are added in Jobber

Create Salesforce records from newly created Jobber quotes

Create new Jobber clients from new Salesforce records

Create Salesforce records from new Jobber job completions

Create new Salesforce contacts when new clients are added in Jobber

Create Salesforce records from newly created Jobber quotes

Create new Jobber clients from new Salesforce records

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use Jobber and Salesforce with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use Jobber and Salesforce

Sync updated client records with Salesforce

Capture approved client quotes in Salesforce

Log closed opportunities as finished jobs

Learn how to automate Jobber on the Zapier blog

5 ways to automate Jobber with Zapier

Learn how to automate Salesforce on the Zapier blog

How to integrate Salesforce with ChatGPT

How to use Zapier's HubSpot Salesforce integration

How to connect Google Sheets to Salesforce

Make work flow with AI

Frequently Asked Questions about Jobber + Salesforce integrations

Connect Jobber to Salesforce on the world's largest no-code automation platform