1.Detect invoice created webhook
Integrate Jobber and webhook triggers to detect new invoices and start contact and deal creation.
Create CRM deal and contact from new invoices
Automatically monitor invoice created events across Jobber and HubSpot. Create and update when client email exists, invoice reference is present, or invoice totals arriveβso you can create contacts, log deals, and associate records without manual data entry.
How this automation accelerates your deal pipeline
When invoice created events arrive with incomplete client identifiers, deals and contacts can stay untracked and revenue ops loses time. This automation finds the right client, filters invalid inputs, then creates or updates HubSpot contact records and creates associated deal entriesβso your team can move faster with accurate pipeline data.
Jobberor swap with your favorite app
2.Find client by invoice payload
Integrate Jobber and data lookup tools to find the client and map invoice fields to client details.
3.Continue when email exists
Integrate Filter by Zapier and validation logic to stop anonymous invoices and prevent incomplete records.
Filter by Zapieror swap with your favorite app
4.Create or update contact
Integrate HubSpot and CRM fields to create or update contacts using mapped email, name, company, and address.
HubSpotor swap with your favorite app
5.Create deal and associate
Integrate HubSpot and deal management to create a deal and associate the contact and company.
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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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
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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