Zoho Books to Jobber integration
Invoiced in Zoho Books, ready in Jobber
CRM Connector brings Zoho Books clients, invoices and estimates into Jobber, one way: estimates arrive as quotes, an invoice paid in Zoho Books is marked received, and an accepted estimate can become a job. The books stay in Zoho Books, the crew works from Jobber.
- Official sign in for both
- Jobber stays the system of record
One way, into Jobber
At a glance
Clients, invoices and estimates arrive in Jobber. An accepted estimate can become a job.
What syncs
- ClientsOne way
- InvoicesOne way
- Estimates into quotesOne way
- Accepted estimates into jobsOne way
How it runs
One way, into Jobber
Zoho Books sends and Jobber receives, for every record type. A change made in Jobber stays there and is never sent back into Zoho Books.
Options for Zoho Books and Jobber
- Only invoices and estimates from a date you pick
- Only sent, overdue or paid invoices
- Only invoices and estimates above an amount you pick
Record by record
What flows from Zoho Books into Jobber
Which Zoho Books field matches which Jobber field, and what each change does.
One way, from Zoho Books into Jobber
Fields- NameOn every changeName
- CompanyOn every changeCompany
- AddressOn every changeBilling address
- EmailWhen createdEmail
- PhoneWhen createdPhone
It 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.
FAQ
Questions about Zoho Books and 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.
Clients, invoices and estimates. A paid invoice is marked received, an estimate arrives as a draft quote, and an accepted estimate can become a Jobber job.
Only when it is made of digits. Zoho Books numbers usually carry letters, and then Jobber numbers the invoice itself.
Ask your AI assistant
Ask ChatGPT or Claude about Zoho Books and Jobber
CRM Connector works inside ChatGPT and Claude. Ask in plain words and get the answer for your own setup, including a link that opens it ready to start.
Missing a record type or a rule?
What else should come from Zoho Books into Jobber?
A record type, a filter or a stage rule between Zoho Books and Jobber that would save your office a step? Tell us what should arrive in Jobber and when.
Get started
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Sign in to Zoho Books and Jobber, confirm what flows into Jobber, and watch the first sync run.