What moves from Salesforce into Jobber?

Salesforce contacts become Jobber clients, an open opportunity can become a Jobber request, and a won opportunity becomes a Jobber job for the same client. Open leads can come along too, with a switch.

Does every opportunity become a job?

No. Only a won one does, and only when it was won on or after the date you choose. Lost opportunities stay in Salesforce.

Does anything come back into Salesforce?

No. Jobber only receives: completion, visits and invoicing stay in Jobber, and the Salesforce opportunity stays as your sales team left it.

Will it create duplicates?

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.

What if the connection to Salesforce or Jobber drops?

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.

How often does it sync?

From every 30 minutes up to every 3 days, depending on your plan. Every plan includes a 7 day free trial.

CRM Connector Platform

Won in Salesforce, on the schedule in Jobber

Sell in Salesforce, do the work in Jobber. CRM Connector brings the people you sell to into Jobber as clients, turns open opportunities into requests and every won opportunity 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 opportunities into requests
Won opportunities into jobs

At a glance. Contacts arrive in Jobber as clients and stay current, open opportunities as requests and won opportunities as jobs. Below: which field matches which, and what every change in Salesforce does in Jobber.

Direction

One way, into Jobber

Salesforce sends and Jobber receives, for every record type. You decide what travels and when.

Salesforce into Jobber

Records start in Salesforce and arrive in Jobber ready for the work, so nobody types them twice.

New records in Salesforce appear in Jobber
Changes in Salesforce keep Jobber current
What your team does in Jobber stays in Jobber

Fine tune it:Everyone, customers only or leads onlyOnly opportunities won from a date you pickEvery 30 minutes up to every 3 daysOpen leads as clients and requests, a switch you turn on

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 Salesforce does in Jobber.

One way, from Salesforce into Jobber

Fields

First nameOn every changeFirst name
Last nameOn every changeLast name
Account nameOn every changeCompany name
Mailing addressOn every changeBilling address
EmailWhen createdEmail
Business phone, or mobileWhen createdPhone
On a won opportunityEach works it outLead or client

It happens in Salesforce, then in Jobber

A new contact
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, 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 Salesforce leads" to bring open leads in as clients too; Jobber shows them as leads until work is booked. A lead converted later is found again by its email or phone, not made twice.

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

Sends

CRM

Receives

Step 1 of 7

Both connections are checked

Credentials for Salesforce 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

Salesforce 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 Salesforce.
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 Salesforce.
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 Salesforce or Jobber on its own is on its own page.

Only won opportunities become work: A lost opportunity never reaches Jobber and an open one at most as a request.

How Salesforce behaves How Jobber behaves

FAQ

Questions about Salesforce 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.

Still not sure? Contact us

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.

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Every system

What syncs with what, per system, in plain words.

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Plans and billing

Four plans from $29.99, billed monthly or yearly through Stripe.

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Won in Salesforce, on the schedule in Jobber

One way, into Jobber

Salesforce into Jobber

What travels, and what each change does

One sync, step by step

Both connections are checked

When a record also changes in Jobber

What is particular to this pair

Questions about Salesforce and Jobber?

What moves from Salesforce into Jobber?

Does every opportunity become a job?

Does anything come back into Salesforce?

Will it create duplicates?

What if the connection to Salesforce or Jobber drops?

Can I ask for another system, a filter or a stage rule?

How often does it sync?

Tell us what should come into Jobber next

Ready to connect Salesforce and Jobber?Start your 7 day free trial

Every system

Plans and billing