Jobber + Surefire Local Platform

Jobber + Surefire Local Platform integrations

Create leads in Surefire Local Platform from new clients in Jobber

Effortlessly manage your growing client base with this efficient workflow between Jobber and Surefire Local Platform. Once a new client is added in Jobber, this automation creates a lead within Surefire Local Platform, ensuring your sales team stays updated and organized. Streamline your client management process and focus on more critical tasks with this seamless integration.

When this happens...
New Client CreatedTriggers when a client is created.
TriggerInstant
automatically do this!
Create LeadCreates a lead from Zapier
ActionWrite

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More things you can do with Jobber and Surefire Local Platform

Discover other triggers and actions you can use with Jobber and Surefire Local Platform

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
- Client
- First Name
- Last Name
- Email
- Phone
- Address
- Address2
- Address3
- City
- State
- Country
- Zip
- Notes
Action
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 Lead Received
Triggers when a new lead is created.
Trigger
Instant
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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.

Learn moreLearn moreHelpHelp

Related categories

Scheduling & Booking

About Surefire Local Platform

All-in-one marketing platform helping local businesses manage their leads, online reviews, business listings ads and local search results all in one place.

HelpHelp

Related categories

Marketing

Related Zap Templates

Create Jobber clients from new Surefire Local Platform leads

Generate new leads in Surefire Local Platform when new requests are made in Jobber

Create new Surefire Local Platform leads from new Jobber clients