CRM Connector Platform
Keep the books in Zoho Books and let Jobber follow. Clients, invoices and estimates flow into Jobber, a paid invoice is marked received, and an accepted estimate can become a job.
One way, into Jobber
At a glance. Clients, invoices and estimates arrive in Jobber. An accepted estimate can become a job.
Direction
Zoho Books sends and Jobber receives, for every record type. You decide what travels and when.
Records start in Zoho Books and arrive in Jobber ready for the work, so nobody types them twice.
Record by record
Pick a record type. On the left, which field matches which and when it travels; on the right, what each change in Zoho Books does in Jobber.
One way, from Zoho Books into Jobber
FieldsIt happens in Zoho Books, then in Jobber
A new client
Looked for in Jobber on email, then phone, and created only when nothing matches.
Email or phone changes later
Not carried after the client is created.
How a sync runs
What happens every time the integration runs, in the order it really happens. Watch the records move.
Step 1 of 7
Credentials for Zoho Books and Jobber 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.
Changes in both systems
Good to know
What holds for Zoho Books or Jobber on its own is on its own page.
FAQ
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.
Missing a system or a rule?
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.
Sign in to Zoho Books and Jobber, confirm what flows into Jobber, and watch the first sync run.
