Create job record in Salesforce from Jobber, find client account, and format job details
Create job record in Salesforce from Jobber, find client account, and format job details
Create new job records in your job management system when a job is created in Jobber. Find the associated client account in Salesforce and format job details correctly for improved accuracy and faster onboarding.
Workflow preview:
Zap details:
Overview
Create new job records in your job management system when a job is created in Jobber. Find the associated client account in Salesforce and format job details correctly for improved accuracy and faster onboarding.