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Jobber + Salesforce

Jobber + Salesforce

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.

  1. When this happens...
    New Record
    New Record
    New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
  2. automatically do this!
    Create Client
    Create Client
    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

  • Salesforce triggers, actions, and search
    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Polling
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    • History Object
      Required
    Trigger
    Polling
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    • Salesforce Objects
      Required
    Trigger
    Polling
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    • Salesforce Object
      Required
    • Record (Optional)
    Trigger
    Polling
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  • Salesforce triggers, actions, and search
    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
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    • Disclaimer
    • Salesforce Object
      Required
    Trigger
    Polling
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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.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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