Pipedrive to Jobber integration
Won in Pipedrive, on the schedule in Jobber
CRM Connector brings Pipedrive into Jobber, one way: the people behind your deals become clients, open deals become requests, and every won deal becomes a Jobber job for the same client. 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
People arrive in Jobber as clients and stay current, and won deals arrive as jobs.
What syncs
- ClientsOne way
- Won deals into jobsOne way
- Open deals into requestsOne way
Good to know
- Only won deals become work
A lost deal never reaches Jobber, an open one arrives at most as a request, and a deal reopened and won again finds the job it already made.
How it runs
One way, into Jobber
Pipedrive sends and Jobber receives, for every record type. A change made in Jobber stays there and is never sent back into Pipedrive.
Options for Pipedrive and Jobber
- Everyone, customers only or leads only
- Only persons with a Pipedrive label you pick
- Only deals won from a date you pick
- Only deals above an amount you pick
Record by record
What flows from Pipedrive into Jobber
Which Pipedrive field matches which Jobber field, and what each change does.
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 a Pipedrive label and only persons carrying it 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.
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.
Ask your AI assistant
Ask ChatGPT or Claude about Pipedrive 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 Pipedrive into Jobber?
A record type, a filter or a stage rule between Pipedrive and Jobber that would save your office a step? Tell us what should arrive in Jobber and when.
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Sign in to Pipedrive and Jobber, confirm what flows into Jobber, and watch the first sync run.