1.Detect new deal and map IDs
Integrate HubSpot and CRM routing tools to trigger downstream lookups by mapping deal identifiers for work order creation.
Create field service job from new CRM deal
Automatically detect new HubSpot deals and qualify them across Zapier logic. Create field service work requests in Jobber and update HubSpot with the request ID so you can dispatch faster and avoid manual follow-up.
How this automation creates scheduled work orders
When new HubSpot deals land without a linked, schedulable request, dispatch can stall and follow-up gets delayed. This automation filters qualifying deals, creates Jobber work requests, and writes back the Jobber request IDβso your team can dispatch faster.
HubSpotor swap with your favorite app
2.Continue only for qualifying deals
Integrate Filter by Zapier and pipeline rules to continue only when deals match your configured stage criteria.
Filter by Zapieror swap with your favorite app
3.Find associations for the deal
Integrate HubSpot and CRM relationship data to retrieve associated contact identifiers for client lookup.
4.Extract the first contact ID
Integrate Code by Zapier and data transformation tools to extract the first associated contact ID for searching.
Code by Zapieror swap with your favorite app
5.Get contact details for the client
Integrate HubSpot and contact enrichment tools to pull contact fields used for matching in Jobber.
6.Find or create client and work request
Integrate Jobber and scheduling workflows to find or create a client and create a work request mapped from contact data.
Jobberor swap with your favorite app
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Explore all work order dispatching automations
Accelerate work order dispatching with automated job routing, technician alerts, and schedule updates
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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