Pipedrive into Jobber
Records start in Pipedrive and arrive in Jobber ready for the work, so nobody types them twice.
- New records in Pipedrive appear in Jobber
- Changes in Pipedrive keep Jobber current
- What your team does in Jobber stays in Jobber
CRM Connector Platform
Won in Pipedrive, on the schedule in Jobber
Sell in Pipedrive, do the work in Jobber. CRM Connector brings the people behind your deals into Jobber as clients and turns every won deal into a Jobber job, so the crew sees new work the moment it is sold and the office never retypes a contact.
- Official sign in for both
- Jobber stays the system of record
- 7 day free trial
One way, into Jobber
- Clients
- Won deals into jobs
- Open deals into requests
At a glance. People arrive in Jobber as clients and stay current, and won deals arrive as jobs. Below: which field matches which, and what every change in Pipedrive does in Jobber.
Direction
One way, into Jobber
Pipedrive sends and Jobber receives, for every record type. You decide what travels and when.
Fine tune it:Everyone, customers only or leads onlyOnly persons with a Pipedrive label you pickOnly deals won from a date you pickEvery 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 Pipedrive does in Jobber.
One way, from Pipedrive into Jobber
Fields- First nameOn every changeFirst name
- Last nameOn every changeLast name
- OrganizationOn every changeCompany name
- Postal address, or the organization'sOn every changeBilling address
- Primary emailWhen createdEmail
- Primary phoneWhen createdPhone
- Won dealsEach works it outLead or client
- LabelsOnly in PipedriveNot in Jobber
It happens in Pipedrive, then in Jobber
A new person
Looked for in Jobber on email, then phone (a shared phone only counts for a client without another email). Updated when found, created as a Jobber client only when nothing matches.
Name, organization 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.
- A person on a won deal counts as a customer in Pipedrive, for the customers only and leads only filters. Jobber marks a lead as a client from the work attached to them.
- Pick only persons with a label you choose, and only those labelled persons travel.
- A switch, off until you turn it on, adds a person's Pipedrive labels to the Jobber client as tags. Tags are only ever added, never removed; check which Jobber automations listen to tags first.
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 7
Both connections are checked
Credentials for Pipedrive 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
- Pipedrive 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 Pipedrive.
- 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 Pipedrive.
- 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 Pipedrive 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, and a deal reopened and won again finds the job it already made.
FAQ
Questions about Pipedrive 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.
Pipedrive persons become Jobber clients, a won deal becomes a Jobber job for the same client, and an open deal can become a Jobber request. Each can be switched on or off.
No. Only a won deal does, and only when it was won on or after the date you choose. Lost deals stay in Pipedrive, and an open deal only arrives as a request when you choose that record type.
No. Jobber only receives: completion, visits and invoicing stay in Jobber, and the Pipedrive deal stays as your sales team left it.
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 Pipedrive and Jobber?Start your 7 day free trial
Sign in to Pipedrive and Jobber, confirm what flows into Jobber, and watch the first sync run.