1.Captures new lead submissions
Integrate Facebook Lead Ads and lead capture forms to map lead fields to contact data for intake readiness.
Create new service job from lead form submission
Automatically capture new lead submissions across Facebook Lead Ads and route service job details into Field service operations. Create and update when phone or email matchesβso you can find clients, create work requests, and prepare dispatch-ready intake without manual data entry.
How this automation accelerates dispatch-ready work orders
When a new lead is captured from Facebook Lead Ads, dispatch can lose time to copy and reformatting. This automation finds or creates clients in Jobber and creates work requests with job detailsβso your team can schedule faster.
Facebook Lead Adsor swap with your favorite app
2.Finds matching clients
Integrate Jobber and client database tools to search by phone and email and return a matched client identifier.
Jobberor swap with your favorite app
3.Creates new client records
Integrate Jobber and contact data tools to create a new client when no match is found and map profile fields.
4.Creates work requests
Integrate Jobber and job request tracking to create a work request for dispatch scheduling with job notes and location.
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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.
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