What happens to the request when the opportunity changes?

Its title follows. The details are written when the request is made, because Jobber takes nothing else on an existing request.

HighLevel and Jobber

From HighLevel lead to Jobber job, as one chain

Every open HighLevel opportunity becomes a Jobber request with everything HighLevel knows, a won one becomes a job linked to that request, and every booking lands on the crew's schedule as a visit. Marketing fills the HighLevel pipeline, the crew works from Jobber.

Create this setup How syncing works

Only the stages you pick
Bookings land as visits
Jobber stays your system of record

Opportunity in HighLevelDeck rebuild$7,800
New lead
Request in JobberDeck rebuild$7,800
Not created
Opportunity in HighLevelDeck rebuild$7,800
Site visit
Job in JobberDeck rebuild$7,800
Not created

Every step runs on its own, on each sync.

How it works

From a new lead to a scheduled job

What happens on every sync, and where your team takes over.

1In HighLevel
Contacts become clients
- Every HighLevel contact becomes a Jobber client with its name, company and address; email and phone are set when the client is created.
2In HighLevel
An open opportunity becomes a request
- The request carries the pipeline, stage, value, win probability, expected close date and source, with the value as a line and the client's address as the service address.
- Optionally the contact's custom fields you pick, such as a budget or a roof type, land in one note on the request.
3In HighLevel
Bookings become visits
- A HighLevel appointment lands on the crew's schedule as a visit, moved when the booking moves and completed when the customer showed.
- Cancelled and no show appointments are never created.
4In Jobber
The opportunity is won
- A Jobber job is created for the same client, starting the day it was won, and linked to the request it started as.

Every field of HighLevel and Jobber, record by record How HighLevel behaves How Jobber behaves Plans and the free trial

Ready when you are

Create this setup in one click

This button sets up the integration for you in CRM Connector, with everything on this page already chosen. All that is left is connecting your two systems and pressing start.

Create this setup

Filled in for you

Contacts become clients
Open opportunities become requests
Won opportunities become jobs
Appointments become visits

The setup opens, filled inHighLevel and Jobber are chosen and the record types below are ticked, exactly as on this page.
No account yet? No problemSign in or create an account first, and you land straight back in this setup afterwards.
You connect and checkSign in to both systems, look over the fields and filters, and change anything you like. Nothing syncs until you press Start syncing.

Set it up your way

Your choice, your rules

Bring in every lead, or only the work you sold.

What reaches Jobber

For offices that quote from Jobber.
Open opportunities in the stages you tick become requests, ready to assess and quote.

Both can run in one integration, so a lead and the job it became stay one chain in Jobber.

What you decide

Which contacts
Optionally only contacts carrying one of the HighLevel tags you choose, for example "booked" or "customer".
Which stages
The stages you tick, read from your own HighLevel pipelines, decide which open opportunities become requests.
From which date
Only opportunities won on or after the date you pick become jobs (60 days back by default).
From which amount
Optionally only opportunities worth at least an amount you set.

Also works with