Jobber integrations

Make Jobber the center of your business

CRM Connector brings clients, invoices, quotes, jobs and visits into Jobber, one way, from the tools you keep for the books, sales and bookings. Your office stops retyping, and your crew sees new work on the next sync after it is sold.

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Receives from 9 systems

What syncs

What Jobber keeps in step

Into Jobber, one way

Clients

  • From QuickBooks Online, Xero, HubSpot, GoHighLevel, Pipedrive, Salesforce, Zoho CRM, Zoho Books and FreeAgent.
  • A new customer becomes a Jobber client, matched on email and phone first, so nobody exists twice.
  • Name, company and address stay current.

Invoices

  • From QuickBooks Online, Xero, HubSpot, Zoho Books and FreeAgent, with every line and the same total.
  • Sent comes out of draft, paid is marked received so nobody chases money that already arrived, and a void is a real Jobber void.

Quotes

  • From QuickBooks Online estimates, Xero quotes, Zoho Books estimates and FreeAgent estimates.
  • Each arrives as a draft Jobber quote with its lines and total, ready for your office to send and your customer to approve in Jobber.

Jobs

  • From HubSpot deals.
  • From opportunities won in GoHighLevel or Salesforce, and deals won in Pipedrive or Zoho CRM.
  • From quotes accepted in QuickBooks Online, Xero, Zoho Books or FreeAgent.
  • Each becomes a Jobber job for the right client on the right day.
  • Finished work closes it.

Visits

  • From the GoHighLevel calendar.
  • A booking lands on the Jobber schedule with its start and end, a moved booking moves the visit, and an attended one completes it at its own end time.

Missing a feature?

A filter, a stage rule or a record type you need in Jobber? Tell us what should happen and we will look at building it. Every request gets an answer within one working day.

Request a feature

Works with

Nine systems that feed Jobber

Pick any of these as the source in the setup wizard and its records flow into Jobber automatically. Each tile says what arrives from that system.

QuickBooks Online logoQuickBooks OnlineContacts, Invoices, Quotes, Accepted quotes as jobsOne way into JobberInto Jobber: customers, invoices and estimates, and an accepted estimate can become a job.About QuickBooks OnlineHow it syncs
Xero logoXeroContacts, Invoices, Quotes, Accepted quotes as jobsOne way into JobberInto Jobber: contacts, invoices and quotes, and an accepted quote can become a job.About XeroHow it syncs
HubSpot logoHubSpotContacts, Invoices, Deals and jobs, Open deals as requestsOne way into JobberInto Jobber: contacts and invoices, and a new deal becomes a Jobber job for the right client.About HubSpotHow it syncs
GoHighLevel logoGoHighLevelContacts, Appointments, Won opportunities as jobs, Open opportunities as requestsOne way into JobberInto Jobber: new leads become clients, calendar bookings land on the schedule as visits, and a won opportunity becomes a job.About GoHighLevelHow it syncs
Pipedrive logoPipedriveContacts, Won deals as jobs, Open deals as requestsOne way into JobberInto Jobber: people become clients, an open deal a request, and a won deal a Jobber job ready to schedule.About PipedriveHow it syncs
Salesforce logoSalesforceContacts, Open opportunities as requests, Won opportunities as jobsOne way into JobberInto Jobber: contacts become clients, an open opportunity a request, and a won opportunity a Jobber job ready to schedule.About SalesforceHow it syncs
Zoho CRM logoZoho CRMContacts, Open deals as requests, Won deals as jobsOne way into JobberInto Jobber: contacts become clients, an open deal a request, and a won deal a Jobber job ready to schedule.About Zoho CRMHow it syncs
Zoho Books logoZoho BooksContacts, Invoices, Quotes, Accepted quotes as jobsOne way into JobberInto Jobber: clients, invoices and estimates, and an accepted estimate can become a job.About Zoho BooksHow it syncs
FreeAgent logoFreeAgentContacts, Invoices, Quotes, Accepted quotes as jobsOne way into JobberInto Jobber: contacts, invoices and estimates, and an approved estimate can become a job.About FreeAgentHow it syncs

Missing a system or a rule?

Tell us what should come into Jobber next

Another tool your business runs on, a filter you need, or a stage rule that would save your office a step? Tell us what should arrive in Jobber and when. We answer every request within one working day, and the most requested ones are built first.

Make a request

Stage rules

Stage rules: the next step appears in Jobber by itself

A moment in another system becomes the next step of the work in Jobber. Nobody has to watch two screens, and nothing waits for someone to notice it.

How every stage rule starts, and why nothing is made twice

  • Quote accepted, job created

    • A quote accepted in QuickBooks Online, Xero, Zoho Books or FreeAgent becomes a Jobber job.
    • Same client, titled "Quote" plus its number, with the quote's lines and total.
    • The quote date is the start day.
    • A quote that is not accepted never creates a job.

  • Opportunity won, job created

    • An opportunity won in GoHighLevel becomes a Jobber job for the same client.
    • It is named after the opportunity, with its value as the amount.
    • The day it was won is the start day.
    • Open, lost and abandoned opportunities stay in GoHighLevel.

  • Deal won in Pipedrive, job created

    • A deal won in Pipedrive becomes a Jobber job for the same client.
    • It is named after the deal, with its value as the amount and the win day as the start day.
    • Open and lost deals stay in Pipedrive, and nothing comes back into Pipedrive.

  • Won in Salesforce or Zoho CRM, job created

    • An opportunity won in Salesforce, or a deal won in Zoho CRM, becomes a new Jobber job for its contact, named after it, with its amount and the close date as the start day.
    • Open and lost ones stay in Salesforce or Zoho CRM, and nothing comes back.

  • Lead opened, request created

    • Open HubSpot, Pipedrive or Zoho CRM deals become Jobber requests for the same client.
    • So do open GoHighLevel or Salesforce opportunities.
    • Each request is named after its deal or opportunity.
    • You pick which pipeline stages count.
    • When it is won later, the Jobber job links back to that request.
    GoHighLevel leads become Jobber requests and jobs

  • Deal won, job closed

    A won HubSpot deal closes the Jobber job as finished work and marks its past visits done.

Connecting

How Jobber connects

Official sign in

OAuth

Jobber connects with its official sign in: choose Connect in CRM Connector and sign in to Jobber. One connection serves every integration into it. A Jobber App Marketplace install always makes Jobber the receiver. Removing it withdraws our access at Jobber.

Sign in to connect Jobber

What you need

  • A CRM Connector account. Connecting happens inside the app.
  • A Jobber account.

You approve access on Jobber's own sign in page. Your Jobber password never reaches CRM Connector.

Good to know

How Jobber behaves

What is true for Jobber whichever system you pair it with. What is particular to one pairing is on that pair's own page, linked from its tile above.

  • Tags and products, only when you switch them on

    • Add a sender's tags or lifecycle stage to the Jobber client.
    • Tag a client "Overdue" while one of their invoices is overdue.
    • Link lines to the Jobber product or service of the same name.
    • Each is off until you switch it on, per integration.
    • Tags are only added; only the Overdue tag is ever removed.

  • Jobber stays the system of record

    Records come into Jobber and nothing is sent back out, so the work and its history live in Jobber.

    How one way syncing works

  • Invoice lines arrive complete

    • Every line arrives when the invoice is created, plus a Tax and other charges line when the source keeps tax outside its lines, so the totals match.
    • From then on the lines are your team's in Jobber; later line edits at the source are not carried.

  • Quotes wait for your office

    • A quote from your books arrives as a draft, so your office decides when it goes out.
    • The customer approves it in Jobber, as always.

  • Email and phone are set when the client is created

    After that your team keeps them current in Jobber, so a contact detail your office corrected is never overwritten by a sync.

  • Numbering stays Jobber's

    • Invoice and quote numbers made of digits are kept.
    • A number like INV-0001, or one Jobber already uses, is left out and Jobber gives the record its own next number, so numbers never clash.

  • One currency per account

    • A Jobber account works in one currency.
    • Amounts arrive unchanged, so an invoice in another currency is written in the account's currency without being converted.

  • Every client gets a property

    • Quotes, jobs and visits belong to a property in Jobber.
    • For a client with no address at all, the platform adds one with the street "Address not provided", which your team can edit.
    • A request gets the client's address as its service address; a client without any address gets a request without one.

  • Finished work closes today

    • When the source reports work as finished that Jobber has planned for a later day, the job closes today, so a completion is never dated in the future, and its schedule keeps the planned day as its end.
    • Closing a job marks its past visits done and removes visits still to come.

FAQ

Questions about Jobber?

Answers about Jobber itself. Duplicates, deletions, a dropped connection, how often a sync can run and custom fields are explained once, for every system, on How syncing works.

How syncing worksStill not sure? Contact us

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