Connect Jobber and WhatConverts to unlock the power of automation
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Set up your first integration
Quickly connect Jobber to WhatConverts with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate Jobber with WhatConverts - 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 "Create Export" in WhatConverts.
You’re connected!
Zapier seamlessly connects Jobber and WhatConverts, 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
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Practical ways you can use Jobber and WhatConverts
Track new Jobber clients in WhatConverts
Keep your marketing source data connected to new client creation. When a new client is created in Jobber, Zapier automatically creates a lead in WhatConverts. This ensures your attribution and ROI analysis is seamless while minimizing manual input.
Business OwnerLog WhatConverts leads into Jobber as clients
Easily convert incoming leads tracked in WhatConverts into clients inside Jobber. For every new lead captured by WhatConverts, Zapier will automatically create a client in Jobber. This ensures no lead is overlooked, streamlining client onboarding and improving your conversion rate.
Marketing & Marketing OpsUpdate leads in WhatConverts when quotes are approved in Jobber
Sync critical sales activity between tools. Whenever a quote is approved in Jobber, Zapier can automatically update the corresponding lead in WhatConverts. This helps maintain up-to-date records without manual intervention.
Sales Ops
