Connect Jobber and Zoho CRM to unlock the power of automation
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
Set up your first integration
Quickly connect Jobber to Zoho CRM with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Jobber with Zoho CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Client Created" from Jobber.
Add your action
An action happens after the trigger—such as "Add Attachment" in Zoho CRM.
You’re connected!
Zapier seamlessly connects Jobber and Zoho CRM, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Client Created
Triggers when a client is created.
Try ItTriggerInstant - New Invoice Created
Triggers when an invoice is created.
Try ItTriggerInstant - Job Closed
Triggers when a job is closed
Try ItTriggerInstant - Job Updated
Triggers when a job is updated
Try ItTriggerInstant
- Client Updated
Triggers when a client is updated
Try ItTriggerInstant - Invoice Updated
Triggers when a invoice is updated
Try ItTriggerInstant - New Job Created
Triggers when a job is created.
Try ItTriggerInstant - Quote Approved
Triggers when a quote is approved
Try ItTriggerInstant
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Practical ways you can use Jobber and Zoho CRM
Convert approved quotes into leads automatically.
When a quote is approved in Jobber, Zapier automatically creates a corresponding lead in Zoho CRM. This reduces manual entry, ensures that every approved quote gets followed up in your sales pipeline, and keeps your CRM updated seamlessly.
Business Owner
Log client creation in Zoho CRM from Jobber.
When a new client is added in Jobber, Zapier automatically logs it as a contact in Zoho CRM. This simplifies data synchronization, prevents duplicate entries, and ensures data accuracy across platforms.
ITTrack client updates in Jobber as CRM notes.
When a client's information is updated in Jobber, Zapier instantly posts a note in the corresponding Zoho CRM entry. This ensures that project managers have up-to-date client information in their CRM for better coordination and reduced errors.
Project ManagementLearn how to automate Jobber on the Zapier blog
Learn how to automate Zoho CRM on the Zapier blog
Frequently Asked Questions about Jobber + Zoho CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Jobber and Zoho CRM
What triggers are available when integrating Jobber with Zoho CRM?
When integrating Jobber with Zoho CRM, you can utilize triggers such as 'New Job Created', 'Job Completed', and 'Client Added' in Jobber. These will automatically prompt specific actions or workflows in Zoho CRM, like updating client details or creating follow-up tasks.
Can I update a contact in Zoho CRM when a new job is created in Jobber?
Yes, with our integration, whenever a new job is created in Jobber, you can set up an automated action to update or create a contact record in Zoho CRM. This helps keep your contact data synchronized across both platforms.
Is it possible to trigger email notifications from Zoho CRM when a task is completed in Jobber?
Absolutely! Once a task is marked completed in Jobber, you can trigger an email notification to be sent from Zoho CRM. This ensures that all relevant stakeholders are informed promptly without manual intervention.
How do we handle duplicate entries when syncing data between Jobber and Zoho CRM?
Our integration settings allow you to define rules for handling duplicates. You can choose to skip creating the new entry if a duplicate is found, update the existing entry, or even create a log for manual review later.
Can I automate the creation of invoices in Zoho CRM based on jobs completed in Jobber?
Yes, after completing jobs in Jobber, you can automatically generate invoices within Zoho CRM using our integration. By configuring this workflow, invoicing becomes seamless and reduces manual data entry errors.
Is it possible to synchronize client notes between both systems?
While direct synchronization of client notes between Jobber and Zoho CRM isn't natively supported, you can set up workflows where specific notes added to one platform trigger actions that ensure relevant information is updated on the other platform.
Are there actions available for status changes of jobs within the integration?
Indeed! You can configure actions such as notifying team members or updating project timelines in Zoho CRM whenever there's a change in job status within Jobber. This ensures all teams are aligned on progress without needing manual updates.
