Two way
HighLevel starts the integration and changes made in Jobber flow back into HighLevel as well.
- You pick whether HighLevel or Jobber leads in a conflict
- Changes on either side travel
- Nothing bounces back and forth
CRM Connector Platform
Jobber and HighLevel, kept in step both ways
HighLevel captures leads and books appointments, Jobber runs the work in the field. CRM Connector keeps the contacts and appointments the same in both, so nobody retypes a record.
- Private Integration Token for HighLevel
- Either system can lead
- 7 day free trial
Two way, or one way if you prefer
- Contacts
- Appointments
At a glance. Contacts and appointments stay the same on both sides. Below: which field matches which, and what every change does.
Your choice
Two way or one way
Keep both systems identical, or let one feed the other. You decide per record type.
One way
HighLevel feeds Jobber and Jobber changes stay in Jobber.
- HighLevel stays the source of truth
- Jobber always has the latest customers
- Switch to two way later
Fine tune it:A different choice per record typeOnly invoices from a date you pickOnly sent or paid invoicesEveryone, customers only or leads onlyEvery 30 minutes up to every 3 days
Record by record
What travels, and what each change does
Pick a record type and the system where a change starts. On the left, which field matches which and when it travels; on the right, what that change does on the other side.
Starts in
Fields- Company nameWhen createdBusiness name
- First nameBoth waysFirst name
- Last nameBoth waysLast name
- EmailWhen createdEmail
- PhoneWhen createdPhone
- Street 1Both waysAddress
- Street 2Only in JobberNot in HighLevel
- City, province, postal codeBoth waysCity, state, postal code
- CountryWhen createdCountry
- Lead or clientEach works it outContact type
- SourceEach works it outSource
It happens in Jobber, then in HighLevel
A new contact
Looked for in HighLevel with its own duplicate check, email first, then phone, and updated when found. A phone number that belongs to somebody with another email is left off the new contact, so two people are never merged.
Name and address change
The same change is made to the HighLevel contact on the next sync.
Company, email, phone and country change later
Not carried: HighLevel takes these only when the contact is created; Jobber can only add extra emails and phones to an existing client, never replace one.
A contact without email or phone
Not written into HighLevel: it needs an email address or a phone number on every contact.
- Some fields travel once, when the record is created: HighLevel takes these only when the contact is created; Jobber can only add extra emails and phones to an existing client, never replace one.
- Before anything is created the other system is searched first, so nothing is created twice.
How a sync runs
One sync, step by step
What happens every time the integration runs, in the order it really happens. Pick which system leads and watch the records move.
Which system leads?
Connections
CRM
Step 1 of 8
Both connections are checked
Credentials for Jobber and HighLevel are checked and sign in tokens refreshed automatically. If a connection was removed on either side, the integration pauses and you get one message with a reconnect button.
Conflicts
When both sides changed the same record
- For each two way record type you choose whether Jobber or HighLevel leads. The leading side always runs first in a sync.
- It only matters when the same record changed in both systems between two syncs. Every other change simply travels.
- A record is never moved backwards by a sync: a paid invoice is not reopened, a decided quote is not undecided.
Between two syncs
The city of the same client is changed in both systems
Leading system
BrisbaneGold CoastTwo different values. Run the sync to see which one both systems end up with.
Good to know
What is particular to this pair
What holds for Jobber or HighLevel on its own is on its own page.
- HighLevel starts the integration
- It can only be the source; Jobber changes still flow back on two way.
- Company, email, phone and country on create
- Later changes stay in the system where they were made.
- Street 2 stays in Jobber
- HighLevel has no such field.
FAQ
Questions about Jobber and HighLevel?
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.
- Can I sync Jobber and HighLevel both ways?
- Yes. HighLevel starts the integration, and on a two way route changes made in Jobber flow back into HighLevel.
- What syncs between Jobber and HighLevel?
- Contacts and appointments. Each record type can run two way or one way.
- How does HighLevel connect?
- With a Private Integration Token you create in HighLevel under Settings, Private Integrations, plus your Location ID. No password is stored.
- Does a changed company reach the other system?
- Company travels when the record is created, because highLevel takes these only when the contact is created. A later change is made in both systems.
- What happens when an appointment is cancelled?
- A cancellation in HighLevel stays in HighLevel. Whether the work happened is decided in Jobber.
- Will it create duplicates?
- No. Before anything is created in Jobber or HighLevel, the platform looks for the same record first and updates that one instead. Records synced before stay linked.
- What if the connection to Jobber or HighLevel drops?
- The platform notices on the next sync, pauses the integration and sends you one message with a reconnect button. Reconnecting takes one step, and syncing picks up where it left off without creating anything twice.
- How often does it sync?
- From every 30 minutes up to every 3 days, depending on your plan. Every plan includes a 7 day free trial.
Ready to connect Jobber and HighLevel?Start your 7 day free trial
Sign in to Jobber and HighLevel, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.