1.Pull approved quote totals
Integrate Jobber and quote data tools to map the approved quote total to the lead sales value and capture quote details.
Add approved quote value to lead record for attribution
Automatically pull approved quote totals across Jobber and enrich matching lead records in WhatConverts. Update lead fields when quote approvals happen, so you can map sales value, record the approval date, and set follow-up flags without manual lead attribution.
How this automation improves lead attribution from quotes
When a quote sits approved in Jobber, delays can misstate sales reporting and attribution. This automation pulls quote totals and normalizes phone lookup, finds the right lead and updates it with sales value and an approval dateβso your team can trust closed-sales reporting without chasing spreadsheets.
Jobberor swap with your favorite app
2.Format phone number for lookup
Integrate Formatter by Zapier and phone normalization tools to format client phone numbers for consistent lead matching.
Formatter by Zapieror swap with your favorite app
3.Find matching lead by phone
Integrate WhatConverts and lead lookup tools to search by formatted phone and fall back to email when needed.
WhatConvertsor swap with your favorite app
4.Generate today ISO date
Integrate Code by Zapier and date utilities to generate an ISO date for consistent custom-field entry.
Code by Zapieror swap with your favorite app
5.Update lead with quote approval
Integrate WhatConverts and CRM custom fields to update sales value, write the approval date, and set follow-up.
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