Jobber + SalesRabbit
Create new Jobber clients from new or updated leads in SalesRabbit
Easily streamline your sales and client management process with this seamless integration between SalesRabbit and Jobber. Every time there's an update or new lead in SalesRabbit, a client profile is instantly created in Jobber, reducing your administrative load. This straightforward automation saves time and ensures that all your lead information is accurately and efficiently transferred for follow-up actions.
Easily streamline your sales and client management process with this seamless integration between SalesRabbit and Jobber. Every time there's an update or new lead in SalesRabbit, a client profile is instantly created in Jobber, reducing your administrative load. This straightforward automation saves time and ensures that all your lead information is accurately and efficiently transferred for follow-up actions.
- When this happens...New/Updated Lead
Triggers when when a lead is created and/or updated.
- automatically do this!Create Client
Creates a new client.
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EventRequired
StatusRequired
Try ItLead OwnerRequired
StatusRequired
First Name
Last Name
Primary Phone
Alternate Phone
Email
Street1
Street2
City
State
Zip
Country
Latitude
Longitude
Notes
Appointment Date and Time
Date Created
Lead IDRequired
Lead Owner
Status
First Name
Last Name
Primary Phone
Alternate Phone
Email
Street1
Street2
City
State
Zip
Country
Latitude
Longitude
Notes
Appointment Date and Time
Date Modified
Client Updated
Triggers when a client is updated
Try It
FormRequired
Try ItFormDataIDRequired
Form Result
Form State
Form Status Description
Form Status Color
Lead Owner
Status
First Name
Last Name
Primary Phone
Alternate Phone
Email
Street1
Street2
City
State
Zip
Country
Latitude
Longitude
Notes
Appointment Date and Time
Date Modified
New Client Created
Triggers when a client is created.
Try ItNew Invoice Created
Triggers when an invoice is created.
Try It
