Zoho CRM into Jobber
Records start in Zoho CRM and arrive in Jobber ready for the work, so nobody types them twice.
- New records in Zoho CRM appear in Jobber
- Changes in Zoho CRM keep Jobber current
- What your team does in Jobber stays in Jobber
CRM Connector Platform
Won in Zoho CRM, on the schedule in Jobber
Sell in Zoho CRM, do the work in Jobber. CRM Connector brings the people you sell to into Jobber as clients, turns open deals into requests and every won deal into a Jobber job, so the crew sees new work the moment it is sold.
- Official sign in for both
- Jobber stays the system of record
- 7 day free trial
One way, into Jobber
- Clients
- Open deals into requests
- Won deals into jobs
At a glance. Contacts arrive in Jobber as clients and stay current, open deals as requests and won deals as jobs. Below: which field matches which, and what every change in Zoho CRM does in Jobber.
Direction
One way, into Jobber
Zoho CRM sends and Jobber receives, for every record type. You decide what travels and when.
Fine tune it:Everyone, customers only or leads onlyOnly deals won from a date you pickOpen leads as clients and requests, a switch you turn onEvery 30 minutes up to every 3 days
Record by record
What travels, and what each change does
Pick a record type. On the left, which field matches which and when it travels; on the right, what each change in Zoho CRM does in Jobber.
One way, from Zoho CRM into Jobber
Fields- First nameOn every changeFirst name
- Last nameOn every changeLast name
- AccountOn every changeCompany name
- Mailing addressOn every changeBilling address
- EmailWhen createdEmail
- PhoneWhen createdPhone
It happens in Zoho CRM, then in Jobber
A new contact
Looked for in Jobber on email, then phone. Updated when found, created as a Jobber client only when nothing matches.
Name, account or address changes
The same change is made to the Jobber client on the next sync.
Email or phone changes later
Not carried: email and phone are set when the client is created, and from then on your team keeps them current in Jobber.
- Switch on "Also send open Zoho CRM leads" to bring open leads in as clients too. A lead converted later is found again by its email or phone.
How a sync runs
One sync, step by step
What happens every time the integration runs, in the order it really happens. Watch the records move.
Connections
CRM
Step 1 of 8
Both connections are checked
Credentials for Zoho CRM 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
When a record also changes in Jobber
- Zoho CRM leads for what it sends: when a record changes there, the fields this integration carries follow in Jobber on the next sync.
- A carried field edited in Jobber keeps that edit until the same record changes again in Zoho CRM.
- Everything else your team adds in Jobber, such as visits, notes and photos, is never touched. Jobber is where the work lives, so nothing is written back into Zoho CRM.
- Nothing is ever deleted, and a sync never moves a record backwards: a settled invoice or a closed job is not reopened.
Good to know
What is particular to this pair
What holds for Zoho CRM or Jobber on its own is on its own page.
- Only won deals become work
- A lost deal never reaches Jobber and an open one at most as a request.
FAQ
Questions about Zoho CRM 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.
Zoho CRM contacts become Jobber clients, an open deal can become a Jobber request, and a won deal becomes a Jobber job for the same client. Open leads can come along too, with a switch.
No. Only a won one does, and only when it was won on or after the date you choose. Lost deals stay in Zoho CRM.
The ones your Zoho pipeline settings mark as closed won, whatever you call them.
No. Jobber only receives: visits, completion and invoicing stay in Jobber, and the Zoho CRM deal stays as your sales team left it.
It is not sent. It shows as a failed record with the reason, and it goes through on the next sync after a contact is added to the deal.
No. Before anything is created in Jobber, the platform looks for the same record there first and updates that one instead. Records synced before stay linked.
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.
Yes. Tell us through the request form what should arrive in Jobber and when. We answer every request within one working day.
From every 30 minutes up to every 3 days, depending on your plan. Every plan includes a 7 day free trial.
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.
Ready to connect Zoho CRM and Jobber?Start your 7 day free trial
Sign in to Zoho CRM and Jobber, confirm what flows into Jobber, and watch the first sync run.