Zoho CRM to Jobber integration
Won in Zoho CRM, on the schedule in Jobber
CRM Connector brings Zoho CRM into Jobber, one way: contacts become clients, open deals become requests, and every won deal becomes a Jobber job. The crew sees new work on the next sync after it is sold.
- Official sign in for both
- Jobber stays the system of record
One way, into Jobber
At a glance
Contacts arrive in Jobber as clients and stay current, open deals as requests and won deals as jobs.
What syncs
- ClientsOne way
- Open deals into requestsOne way
- Won deals into jobsOne way
Good to know
- Only won deals become work
A lost deal never reaches Jobber and an open one at most as a request.
How it runs
One way, into Jobber
Zoho CRM sends and Jobber receives, for every record type. A change made in Jobber stays there and is never sent back into Zoho CRM.
Options for Zoho CRM and Jobber
- Everyone, customers only or leads only
- Only deals won from a date you pick
- Only deals above an amount you pick
- Open leads as clients and requests, a switch you turn on
Record by record
What flows from Zoho CRM into Jobber
Which Zoho CRM field matches which Jobber field, and what each change does.
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.
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.
Ask your AI assistant
Ask ChatGPT or Claude about Zoho CRM 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 CRM into Jobber?
A record type, a filter or a stage rule between Zoho CRM 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 CRM and Jobber, confirm what flows into Jobber, and watch the first sync run.