1.Monitor quote approved event
Integrate Jobber and CRM workflows to detect approved quotes and trigger contact and project intake actions.
Create project and add client contact to CRM
Automatically monitor quote approval events across Jobber and your CRM stack. Create and update a client contact, post a project intake payload, and find or create tracking records when quote approved, estimate approved, or project quote approvedβso you can protect lead data, scale intake, and update records without manual data entry.
How this automation accelerates CRM contact creation
When quote approvals come in without automation, contact records and project context get out of sync, and follow-up stalls. This automation adds or updates CRM contacts, posts project intake to your endpoint, and finds or creates tracking recordsβso your team can move faster.
Jobberor swap with your favorite app
2.Creates or updates contact
Integrate LeadConnector and contact mapping tools to map names, phones, emails, and tags for approved project contacts.
LeadConnectoror swap with your favorite app
3.Posts project intake JSON
Integrate Webhooks by Zapier and API delivery to post project intake payloads with contact details and pricing.
Webhooks by Zapieror swap with your favorite app
4.Finds or creates tracking record
Integrate Zapier Tables and database mapping to dedupe by external project identifier and update the tracking row.
Zapier Tablesor swap with your favorite app
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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.
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