CRM Connector Platform

Jobber logo

Connect Jobber to the systems you already use

Jobber runs the work. CRM Connector keeps your books, your CRM and your other tools agreeing with it: clients, invoices and quotes appear on both sides and stay in step, without retyping.

  • Jobber App Marketplace listing on its way, connect today
  • Set up in five guided steps
  • 7 day free trial

What syncs

What Jobber keeps in step

Clients

Both ways

A client added in Jobber or in the other system shows up on both sides. Name, company, email, phone and address stay in step.

Invoices

Both ways

With QuickBooks Online, Xero and HubSpot. An invoice paid in the books is settled in Jobber; a Jobber invoice marked paid becomes a real payment on the other side.

Quotes

Both ways

With QuickBooks Online and Xero. A quote created on either side appears on the other, and a decision made in Jobber follows.

Jobs

One way

With HubSpot deals. A won deal becomes a Jobber job, or a finished job becomes a won deal, in the direction you choose.

Connecting

How Jobber connects

Official sign in (OAuth)

Jobber connects with its official sign in. Click Connect, sign in to Jobber, done. The connection is attached to your account and every integration can reuse it. Removing it also withdraws our access at Jobber's side.

Requirements

A Jobber account.

Good to know

The honest limits

Where a system draws a line, the page says so, so there are no surprises after go live.

  • Invoice lines are set once

    Line items travel when the invoice is created. After that each system owns its own lines, because Jobber does not let an app edit invoice lines.

  • Quotes land as drafts

    Jobber does not let an app send or approve a quote, so a quote arriving from the other system waits as a draft until you send it from Jobber.

  • Email and phone are set at creation

    Jobber cannot update the email or phone of an existing client through its API, so those two fields are set when the client is created.

FAQ

Questions about Jobber?

Every answer below is true for the app as it runs today. If something is not covered, ask us and we will answer in plain words.

Still not sure?

Tell us which systems you run and we will say exactly what syncs, in which direction, and what stays honestly one way.

Contact us

Yes. A Jobber invoice marked paid becomes a payment recorded in QuickBooks or Xero for the open balance, dated on the day it was paid. In HubSpot a payment record is attached to the invoice.

Ready to connect Jobber? Start your 7 day free trial

Sign in to Jobber and the system you want to pair it with, confirm what syncs, and watch the first sync run.

Minutes to first sync

Five wizard steps, fields matched for you, first sync starts straight away.

Two way where it truly works

Per record type, only where both systems can carry a change back.

7 day free trial

Once per account. Nothing is charged until the trial ends. Cancel any time.

Connect Jobber