Create Jobber event for new Workbooks CRM contact
Workbooks CRM + Jobber Integration
Workbooks CRM + Jobber Integration
Integrate Jobber to Workbooks CRM in one click, or tell Integrately AI how you want each client handled. Create sales leads, update organizations, sync customer orders, and notify your team automatically.
Free forever.Use premium features free for 14 days.1.
Case is created in Workbooks CRM Instant- Organization is created in Workbooks CRM Instant
- Person is created in Workbooks CRM Instant
- New sales lead is created in Workbooks CRM Instant
- Credit note is posted in Workbooks CRM Instant
- Invoice is complete and its status is posted in Workbooks CRM Instant
- Task is created in Workbooks CRM Instant
- Product is created in Workbooks CRM Instant
- Meeting is created in Workbooks CRM Instant
- Marketing campaign is created in Workbooks CRM Instant
Client is created in Jobber- Job is closed in Jobber
- Invoice is updated in Jobber
- Client is updated in Jobber
- Time sheet entry is created in Jobber
- Request is created in Jobber
- Job is completed in Jobber
- Job is updated in Jobber
- Quote is updated in Jobber
- Job is created in Jobber
- Invoice is created in Jobber
- Quote approval is created in Jobber
- Quote is created in Jobber
2.
- Update organization in Workbooks CRM
- Create customer order in Workbooks CRM
- Create organization in Workbooks CRM
- Create person in Workbooks CRM
- Create sales lead in Workbooks CRM
- Search person in Workbooks CRM
- Update person in Workbooks CRM
- Search organization in Workbooks CRM
- Create case in Workbooks CRM
- Create marketing campaign member status in Workbooks CRM
- Search marketing campaign status in Workbooks CRM
- Search marketing campaign in Workbooks CRM
- Create customer order and line items in Workbooks CRM
- Search customer order in Workbooks CRM
- Update customer order in Workbooks CRM
- Create marketing campaign member in Workbooks CRM
- Search marketing campaign member in Workbooks CRM
- Update marketing campaign member in Workbooks CRM
- Search sales lead in Workbooks CRM
- Update sales lead in Workbooks CRM
- Create task in Workbooks CRM
- Create client in Jobber
- Search property in Jobber
- Add attachment to request in Jobber
- Create job in Jobber
- Create request in Jobber
- Get client notes in Jobber
- Get request notes in Jobber
- Get invoice notes in Jobber
- Get quote notes in Jobber
- Get job notes in Jobber
- Create quote in Jobber
- Get invoice noteattechments by ID in Jobber
- Update client in Jobber
- Create visit in Jobber
- Close Job in Jobber
- Search client in Jobber
Trusted by experts at...
Ready Workflows for Jobber + Workbooks CRM Integration
Capture client details, create sales leads, keep customer orders updated, alert your team, and send follow-ups, all in just one click.
Most popular automations
Create Workbooks CRM task for new Jobber event
Creating task in Workbooks CRM is a great way to keep track of task that need to be completed when an event is created in your Jobber account.
With the help of this integration, when an event is created, a task will be automatically created in Workbooks CRM and will include the details of the event (name, email address, etc.).
This makes it easy to keep track of any task that need to be completed related to the new event. You can then simply assign the task to someone on your team and they can get started!
See moreWith the help of this integration, when an event is created, a task will be automatically created in Workbooks CRM and will include the details of the event (name, email address, etc.).
This makes it easy to keep track of any task that need to be completed related to the new event. You can then simply assign the task to someone on your team and they can get started!
Update Workbooks CRM contact from new Jobber event
Jobber + Workbooks CRM Integration
- 1of1
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Jobber + Workbooks CRM flow
Send instant notifications, sync financial records, and trigger follow-up communications the moment data moves between your core apps. Pick a combination and activate it in one click.
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Gmail (3)
Gmail (3) +
QuickBooks Online (3)
QuickBooks Online (3) +
Google Calendar (3)
Google Calendar (3) +
Mailchimp (3)
Mailchimp (3) +
Stripe (3)
Stripe (3) +
Slack (3)
Slack (3) J
W
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Create a Workbooks CRM sales lead from every new Jobber client, and send a welcome email in Gmail.
Every new Jobber client instantly creates a sales lead in Workbooks CRM and triggers a welcome email via Gmail without manual data entry.
J
W
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When a Jobber quote is created, generate a customer order in Workbooks CRM and send a summary email in Gmail.
New Jobber quotes automatically generate customer orders in Workbooks CRM and notify your team via Gmail in real time.
J
W
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When a Jobber job is completed, update the Workbooks CRM organization and email a status report in Gmail.
Completed Jobber jobs update Workbooks CRM organizations and send status reports through Gmail automatically.
Supported triggers and actions for Workbooks CRM and Jobber
Mix and match to build the exact automation you need
Workbooks CRM Triggers & Actions
Instant
Organization is created in Workbooks CRM
Triggers the automation when an organization is created
Try it → Instant
New sales lead is created in Workbooks CRM
Triggers the automation when a new sales lead is created
Try it → Instant
Credit note is posted in Workbooks CRM
Triggers the automation when a credit note is posted
Try it → Instant
Invoice is complete and its status is posted in Workbooks CRM
Triggers the automation when an invoice is complete and its status is posted
Try it → Instant
Product is created in Workbooks CRM
Triggers the automation when a product is created
Try it → Instant
Meeting is created in Workbooks CRM
Triggers the automation when a meeting is created
Try it → Instant
Marketing campaign is created in Workbooks CRM
Triggers the automation when a marketing campaign is created
Try it → Jobber Triggers & Actions
What can you automate with Jobber + Workbooks CRM?
Streamline your field service operations and CRM workflows with automated data synchronization.
🔄
Sync New Jobber Clients to Workbooks CRM Organizations
Automatically create a corresponding organization or person in Workbooks CRM every time a new client is registered in Jobber. Eliminate duplicate data entry between your field operations and CRM database.
📋
Capture Every Submitted Quote and Request Field
Map detailed request and quote attributes directly into your Workbooks CRM records instead of just basic contact info. Ensure your sales team has complete context for every inquiry.
🔔
Alert Your Team When Requests Arrive
Send instant notifications to your sales or dispatch channel whenever a new client request or quote approval is created in Jobber. Keep your team aligned and responsive.
🔀
Route Leads Based on Job Status
Trigger different CRM actions depending on whether a job is completed, updated, or closed. Keep your sales pipeline reflecting real-world field progress automatically.
📝
Keep Customer Orders Current as Work Changes
Automatically update Workbooks CRM customer orders whenever quotes or invoices are modified in Jobber. Maintain accurate pricing and billing records across all tools.
🔍
Search and Update Existing Records Without Duplicates
Lookup existing clients and organizations in Workbooks CRM before creating new entries, preventing duplicate records when field agents update client profiles.
💳
Handle Completed Jobs and Invoices Seamlessly
Trigger downstream customer orders and task updates the moment an invoice is posted or a job is marked complete in Jobber. Streamline your entire order-to-cash workflow.
🔗
Extend Your Flow to Messaging and Billing Tools
Connect your Jobber and Workbooks CRM pipeline with Slack, Gmail, or QuickBooks Online to notify teams and record financial data in a single multi-step workflow.
And much more...
Who is Jobber + Workbooks CRM integration for?
Field service businesses and midsize organizations connect these platforms to eliminate manual data entry, streamline client tracking, and accelerate operational follow-ups.
Sales Managers
Field Dispatchers
Account Executives
Operations Directors
Billing Coordinators
Customer Success Leads
📈
Sales Managers
You review pipeline reports to forecast monthly revenue, but your CRM records only update when someone manually exports client data from the field app, so your conversion metrics are always hours behind — this integration means every new Jobber client populates Workbooks CRM instantly and your dashboards stay current.
⚡
Field Dispatchers
You need to dispatch crews and update CRM tasks immediately when new client requests arrive, but manual handoffs cause scheduling bottlenecks and missed leads — automating both apps means every inbound request creates a sales lead and task instantly so your team responds without delay.
🤝
Account Executives
You report on deal progress to clients who expect real-time visibility into quote approvals and active work orders, but tracking updates manually leaves gaps in your communication — connecting these apps means every updated quote and completed job reflects in your CRM immediately.
🔄
Operations Directors
Your high volume of daily service calls and quote requests creates endless administrative overhead as staff struggle to keep customer records matched across platforms — with this integration, every client, quote, and order syncs automatically without human intervention.
🎯
Billing Coordinators
You depend on field techs to log completed jobs before you can generate customer orders and process payments, but delayed paperwork stalls your billing cycle — automating these systems means completed jobs trigger downstream orders and invoices the moment work wraps up.
📋
Customer Success Leads
You need a reliable history of every client interaction from initial request to final invoice, but missing data entries leave blind spots in customer records — this integration means every client touchpoint is logged accurately across both platforms from day one.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Workbooks CRM + Jobber
Build and manage your Workbooks CRM + Jobber automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Workbooks CRM + Jobber with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Workbooks CRM + Jobber Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Jobber to Workbooks CRM?
You can connect Jobber to Workbooks CRM in 1 click using ready workflows on Integrately, or ask Integrately AI to build the automation. It links your field service data with sales leads alongside Gmail, Slack, and QuickBooks Online.
Can I automatically create Workbooks CRM leads when new Jobber clients are added?
Can I connect Jobber, Workbooks CRM, and Slack?
What is a good Zapier alternative for Jobber and Workbooks CRM?
How do Jobber updates sync to Workbooks CRM records?
Can Workbooks CRM tasks be created from Jobber job schedules?
Do I need coding skills to automate Jobber and Workbooks CRM?
Is the Jobber and Workbooks CRM integration free?
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