1.Detect approved quote
Integrate Jobber to watch for quote approvals and trigger contact and campaign steps.
Add contacts from approved quotes to nurture campaigns
Automatically monitor quote approvals across Jobber and LeadConnector. Create and update contacts, enroll them in your nurture campaign, and log an audit note when approved quotes arrive—so you can stop manual follow-up and speed onboarding.
How this automation accelerates onboarding with approved quotes
When quote approvals happen but follow-up is manual, contacts and campaigns can lag and onboarding starts late. This automation monitors approved quotes, updates contacts and enrolls them in nurture, and creates job notes for auditability—so your team can act fast.
Jobberor swap with your favorite app
2.Add or update contact
Integrate LeadConnector and contact mapping tools to create or update a contact and set its contact source.
LeadConnectoror swap with your favorite app
3.Enroll contact in campaign
Integrate LeadConnector and campaign enrollment tools to add the contact to the configured nurture campaign for traceability.
4.Create job note
Integrate Jobber and audit trail tools to add a job note to the approved quote record for auditability.
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