1.Monitors new client created
Integrate Jobber and scheduling tools to capture the incoming client payload to centralize lead details.
Create or update CRM lead from new client
Automatically capture new client created events across Jobber and Kommo to keep CRM leads current. Create or update Kommo leads and contacts when email matches, phone matches, or no match is foundβso you can enrich records, assign owners, and set stages without manual data entry.
How this automation updates your CRM leads
When new client created events land in your scheduling system, missing or duplicate CRM records can slow follow-up. This automation captures the client payload, finds leads in Kommo, and updates or creates lead and contact recordsβso your team can respond faster.
Jobberor swap with your favorite app
2.Finds lead by email or phone
Integrate Kommo and CRM lead matching tools to detect existing leads by email or phone for deduping.
Kommoor swap with your favorite app
3.Routes to update lead and contact
Integrate Paths by Zapier and CRM update workflows to update lead and contact fields in Kommo for accuracy.
Paths by Zapieror swap with your favorite app
4.Routes to create lead with contact
Integrate Paths by Zapier and CRM onboarding workflows to create a new lead and contact in Kommo for complete coverage.
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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