Jobber + Salesforce integrations
Create Salesforce records from newly created Jobber quotes
Boost your sales process by using this workflow that links Jobber and Salesforce. Whenever a new quote is created in Jobber, a corresponding record gets created in Salesforce. This smooth process not only saves you time but also ensures your Salesforce database is continuously updated with the latest quotes from Jobber.
- When this happens...New Quote CreatedTriggers when a quote is created.
- automatically do this!Create RecordCreates a new record of a specified Salesforce object.
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More things you can do with Jobber and Salesforce
Discover other triggers and actions you can use with Jobber and Salesforce
- 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
Jobber is the command center for home service businesses. Our easy-to-use app powers sales, operations, and customer service—all in one place.
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Salesforce is a leading enterprise customer relationship manager (CRM) application.
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