Salesforce to Jobber integration
Won in Salesforce, on the schedule in Jobber
CRM Connector brings Salesforce into Jobber, one way: contacts become clients, open opportunities become requests, and every won opportunity 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 opportunities as requests and won opportunities as jobs.
What syncs
- ClientsOne way
- Open opportunities into requestsOne way
- Won opportunities into jobsOne way
Good to know
- Only won opportunities become work
A lost opportunity never reaches Jobber, and an open one arrives at most as a request.
How it runs
One way, into Jobber
Salesforce sends and Jobber receives, for every record type. A change made in Jobber stays there and is never sent back into Salesforce.
Options for Salesforce and Jobber
- Everyone, customers only or leads only
- Only opportunities won from a date you pick
- Only opportunities above an amount you pick
- Open leads as clients and requests, a switch you turn on
Record by record
What flows from Salesforce into Jobber
Which Salesforce field matches which Jobber field, and what each change does.
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.
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.
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.
Ask your AI assistant
Ask ChatGPT or Claude about Salesforce 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 Salesforce into Jobber?
A record type, a filter or a stage rule between Salesforce 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 Salesforce and Jobber, confirm what flows into Jobber, and watch the first sync run.