Jobber + Salesforce integrations
Create new Jobber clients from new Salesforce records
This workflow begins when there is a new record in Salesforce and leads to the creation of a client in Jobber. It makes the process more streamlined, eliminating the need for manual data entry from Salesforce to Jobber, thereby enhancing productivity and efficiency. A direct way for businesses managing their sales through Salesforce to keep their client information updated in Jobber.
- When this happens...New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Create ClientCreates a new client.
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More things you can do with Salesforce and Jobber
Discover other triggers and actions you can use with Salesforce and Jobber
- New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerPolling - History ObjectRequired
Try ItTriggerPolling- New Lead
Triggers when a new Lead is created.
Try ItTriggerPolling - Salesforce ObjectsRequired
Try ItTriggerPolling
- New Contact
Triggers when a new Contact is created.
Try ItTriggerPolling - Salesforce ObjectRequired
- Record (Optional)
Try ItTriggerPolling- New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerInstant - Disclaimer
- Salesforce ObjectRequired
Try ItTriggerPolling
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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