Salesforce and Jobber
From Salesforce opportunity to Jobber request to scheduled job
Every open Salesforce opportunity reaches the office as a Jobber request with everything Salesforce knows, and turns into a scheduled job on the next sync after it is won, so the handover from sales to operations never depends on an email.
- Open leads too, with a switch
- Won work linked to its request
- Official Salesforce sign in
Opportunity in SalesforceHVAC maintenance contract$24,000Qualification
Request in JobberHVAC maintenance contract$24,000Not created- Opportunity in SalesforceHVAC maintenance contract$24,000Proposal
- Job in JobberHVAC maintenance contract$24,000Not created
Every step runs on its own, on each sync.
How it works
From an open opportunity to scheduled work
What happens on every sync, and where your team takes over.
- 1In Salesforce
Contacts become clients
- Name, account, email, phone and mailing address arrive as a Jobber client.
- 2In Salesforce
An open opportunity becomes a request
- The request carries the stage, amount, close date, lead source, created date and Salesforce record ID, with the amount as a line and the client's address as the service address.
- With leads switched on, an open lead becomes a request too, and the opportunity it converts into updates that same request.
- 3In Salesforce
The opportunity is won
- A scheduled Jobber job is created for its primary contact, on the day it closed, with its amount.
- The job links back to the request it started as, so lead and work are one chain in Jobber.
- 4In Jobber
Operations takes over
- Visits, completion and invoicing happen in Jobber.
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.
Filled in for you
- Contacts become clients
- Open opportunities become requests
- Won opportunities become jobs
Want open leads as requests too? Switch on "Also send open Salesforce leads" on the Specific filters step.
- The setup opens, filled inSalesforce 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
Hand over every lead, or only the work you sold.
What reaches Jobber
- For offices that assess and quote in Jobber.
- Open opportunities in the stages you tick, and open leads if you like, become requests.
Run both in one integration to hand every lead and every sale to the office.
What you decide
Which stages
The stages you tick, read from your own Salesforce pipeline, decide which open opportunities become requests.
Open leads
Off until you switch it on. An open lead then becomes a client and a request named after its company.
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
Not on Salesforce?
Open deals become Jobber requests from these CRMs too, and won ones become jobs.
Get started
Set it up in about five minutesEvery plan starts with a 7 day free trial
The setup opens with Salesforce and Jobber and every record type on this page filled in. Connect both systems, check it, and watch the first sync run.