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Jobber + Salesforce Essentials

Create records in Salesforce Essentials for new clients in Jobber

Streamline your workflow by utilizing this integration. Whenever a new client is added in Jobber, seamlessly add a corresponding record in Salesforce Essentials. This efficient process ensures your Salesforce Essentials database remains current with your client list in Jobber. Enhance your productivity with this unified business management solution.

Streamline your workflow by utilizing this integration. Whenever a new client is added in Jobber, seamlessly add a corresponding record in Salesforce Essentials. This efficient process ensures your Salesforce Essentials database remains current with your client list in Jobber. Enhance your productivity with this unified business management solution.

  1. When this happens...
    JobberJobber
    New Client

    Triggers when a client is created.

    TriggerInstant
  2. automatically do this!
    Salesforce EssentialsSalesforce Essentials
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).

    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
  • Jobber triggers, actions, and search

    New Quote

    Triggers when a quote 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 Invoice

    Triggers when an invoice is created.

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

    New Quote Approval

    Triggers when a quote approval is created.

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

    New Request

    Triggers when a request is created.

    Trigger
    Instant
    Try It

    • ClientRequired

    • Add another line item?

    Action
    Write
jobber logo
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
salesforce-essentials logo
salesforce-essentials logo

About Salesforce Essentials

Salesforce Essentials allows you to manage every customer conversation from anywhere. It's the fastest and easiest way to get started with CRM.
Learn moreHelp

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