Zendesk Sell + Jobber Integration

Integrate Jobber to Zendesk Sell in one click, or tell Integrately AI how you want each job handled. Qualify leads, create deals, update your pipeline, and alert your team automatically.

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1.
  • Zendesk Sell
    Deal is created in Zendesk Sell
  • Zendesk Sell
    Deal stage is changed in Zendesk Sell
  • Zendesk Sell
    Deal is updated in Zendesk Sell
  • Zendesk Sell
    Contact is created in Zendesk Sell
  • Zendesk Sell
    Contact is updated in Zendesk Sell
  • Zendesk Sell
    Task is created in Zendesk Sell
  • Zendesk Sell
    Lead is created in Zendesk Sell
  • Zendesk Sell
    Lead is updated in Zendesk Sell
  • Zendesk Sell
    Note is created in Zendesk Sell
  • Zendesk Sell
    Product is created in Zendesk Sell
  • Jobber
    Client is created in Jobber
  • Jobber
    Job is closed in Jobber
  • Jobber
    Invoice is updated in Jobber
  • Jobber
    Client is updated in Jobber
  • Jobber
    Time sheet entry is created in Jobber
  • Jobber
    Request is created in Jobber
  • Jobber
    Job is completed in Jobber
  • Jobber
    Job is updated in Jobber
  • Jobber
    Quote is updated in Jobber
  • Jobber
    Job is created in Jobber
  • Jobber
    Invoice is created in Jobber
  • Jobber
    Quote approval is created in Jobber
  • Jobber
    Quote is created in Jobber
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2.
  • Zendesk Sell
    Create lead in Zendesk Sell
  • Zendesk Sell
    Update lead in Zendesk Sell
  • Zendesk Sell
    Search lead in Zendesk Sell
  • Zendesk Sell
    Create person in Zendesk Sell
  • Zendesk Sell
    Update person in Zendesk Sell
  • Zendesk Sell
    Search contact in Zendesk Sell
  • Zendesk Sell
    Create deal in Zendesk Sell
  • Zendesk Sell
    Search deal in Zendesk Sell
  • Zendesk Sell
    Update deal in Zendesk Sell
  • Zendesk Sell
    Create company in Zendesk Sell
  • Zendesk Sell
    Update company in Zendesk Sell
  • Zendesk Sell
    Search company in Zendesk Sell
  • Zendesk Sell
    Create sequence enrollment in Zendesk Sell
  • Zendesk Sell
    Search sequence in Zendesk Sell
  • Zendesk Sell
    Search user in Zendesk Sell
  • Zendesk Sell
    Create task in Zendesk Sell
  • Zendesk Sell
    Update task in Zendesk Sell
  • Zendesk Sell
    Create note in Zendesk Sell
  • Zendesk Sell
    Create product in Zendesk Sell
  • Zendesk Sell
    Update product in Zendesk Sell
  • Zendesk Sell
    Search products in Zendesk Sell
  • Zendesk Sell
    Search deal sources in Zendesk Sell
  • Zendesk Sell
    Search lead sources in Zendesk Sell
  • Zendesk Sell
    Get Deal By Id in Zendesk Sell
  • Zendesk Sell
    Get Contact/Company By Id in Zendesk Sell
  • Jobber
    Get client notes in Jobber
  • Jobber
    Create client in Jobber
  • Jobber
    Search property in Jobber
  • Jobber
    Add attachment to request in Jobber
  • Jobber
    Create job in Jobber
  • Jobber
    Create request in Jobber
  • Jobber
    Get request notes in Jobber
  • Jobber
    Get invoice notes in Jobber
  • Jobber
    Get quote notes in Jobber
  • Jobber
    Get job notes in Jobber
  • Jobber
    Create quote in Jobber
  • Jobber
    Get invoice noteattechments by ID in Jobber
  • Jobber
    Update client in Jobber
  • Jobber
    Create visit in Jobber
  • Jobber
    Close Job in Jobber
  • Jobber
    Search client in Jobber

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Ready Workflows Ready Workflows for Jobber + Zendesk Sell Integration

Capture leads, create deals, update pipeline stages, notify your team, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Jobber + Zendesk Sell Integration

Create Zendesk Sell task for new Jobber event

Creating task in Zendesk Sell 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 Zendesk Sell 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!
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Jobber + Zendesk Sell Integration

Create Zendesk Sell deal for new Jobber event

In your business, you may need to track when someone is invited to an event. You can do this by creating a deal in Zendesk Sell.

But manually creating a deal can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created in Jobber, it will trigger a corresponding deal creation in Zendesk Sell.

This makes it easy to keep track of all the interactions that person has with your company. By using deal, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
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Connect more apps to your Jobber + Zendesk Sell flow

Send invoice data to accounting, capture clients from scheduling tools, or alert your team on messaging apps after every job update. Pick a combination and activate it in one click.

Zendesk Sell
Jobber
+
QuickBooks OnlineQuickBooks Online (6)
+
MailchimpMailchimp (6)
+
CalendlyCalendly (6)
+
Google WorkspaceGoogle Workspace (6)
+
SlackSlack (6)
+
TwilioTwilio (6)
J
Z
Q
Create a Zendesk Sell lead and a QuickBooks Online invoice whenever a new job is created in Jobber
New Jobber jobs instantly generate a lead in Zendesk Sell and an invoice in QuickBooks Online without manual data entry.
J
Z
Q
When a Jobber quote is updated, update the matching Zendesk Sell deal and QuickBooks Online invoice
Keep sales deals and invoices aligned when pricing changes in Jobber.
J
Z
Q
Create a QuickBooks Online invoice and update the Zendesk Sell deal when a Jobber job is completed
Mark jobs finished in Jobber and instantly trigger billing and pipeline updates.
J
Z
Q
If a Jobber client is updated, update their contact info in Zendesk Sell and QuickBooks Online
Keep client address and phone updates synchronized across your sales and accounting tools.
J
Z
Q
Use Claude to categorize Jobber invoice updates, log them in Zendesk Sell, and record them in QuickBooks Online
Let AI classify invoice line items before updating your sales and accounting systems.
J
Z
Q
When a Jobber invoice is created, log the deal in Zendesk Sell and record payment status in QuickBooks Online
Track newly issued bills across your CRM and accounting platforms automatically.

Supported triggers and actions for Zendesk Sell and Jobber

Mix and match to build the exact automation you need

Zendesk Sell
Zendesk Sell Triggers & Actions
Deal is created in Zendesk Sell
Triggers the automation when a deal is created
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Deal stage is changed in Zendesk Sell
Triggers the automation when the deal stage is changed
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Deal is updated in Zendesk Sell
Triggers the automation when a deal is updated
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Contact is created in Zendesk Sell
Triggers the automation when a new contact is created
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Contact is updated in Zendesk Sell
Triggers the automation when a contact is updated
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Task is created in Zendesk Sell
Triggers the automation when a new task is created
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Lead is created in Zendesk Sell
Triggers the automation when a new lead is created
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Lead is updated in Zendesk Sell
Triggers the automation when the lead information is updated
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Note is created in Zendesk Sell
Triggers the automation when a new note is created
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Product is created in Zendesk Sell
Triggers the automation when a new product is created
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Create lead in Zendesk Sell
Generates new leads for potential customers
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Update lead in Zendesk Sell
Updates the lead information
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Search lead in Zendesk Sell
Retrieves information for a particular lead
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Create person in Zendesk Sell
Generates a new person
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Update person in Zendesk Sell
Updates the information of a person
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Search contact in Zendesk Sell
Finds and retrieves contact information
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Create deal in Zendesk Sell
Generates a new deal with
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Search deal in Zendesk Sell
Retrieves and find a deal
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Update deal in Zendesk Sell
Updates deal information based on new criteria or changes
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Create company in Zendesk Sell
Generates a new company profile with given details
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Update company in Zendesk Sell
Updates company information
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Search company in Zendesk Sell
Finds information about a company
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Create sequence enrollment in Zendesk Sell
Enrolls a contact into a sequence
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Search sequence in Zendesk Sell
Searches for a sequence
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Search user in Zendesk Sell
Searches for a user
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Create task in Zendesk Sell
Creates a new task
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Update task in Zendesk Sell
Updates the task with new information or changes
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Create note in Zendesk Sell
Creates a new note in the particular format
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Create product in Zendesk Sell
Generates and launch new products
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Update product in Zendesk Sell
Updates product information
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Search products in Zendesk Sell
Searches for products
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Search deal sources in Zendesk Sell
Scan and retrieve the source of a particular deal
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Search lead sources in Zendesk Sell
Searches for lead sources
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Get Deal By Id in Zendesk Sell
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Get Contact/Company By Id in Zendesk Sell
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Jobber
Jobber Triggers & Actions
Client is created in Jobber
Triggers the automation when a new client is created
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Job is closed in Jobber
Triggers the automation when a job is closed
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Invoice is updated in Jobber
Triggers when an invoice is updated
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Client is updated in Jobber
Triggers when a client is updated
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Time sheet entry is created in Jobber
Triggers the automation when a time entry is created
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Request is created in Jobber
Triggers the automation when a new request is created
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Job is completed in Jobber
Triggers the automation when a job is marked as completed
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Job is updated in Jobber
Triggers when a job is updated
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Quote is updated in Jobber
Triggers the automation when a new quote is update
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Job is created in Jobber
Triggers the automation when a new job is created
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Invoice is created in Jobber
Triggers the automation when any invoice is added or modified
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Quote approval is created in Jobber
Triggers the automation when any quote is approved
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Quote is created in Jobber
Triggers the automation when a new quote is created
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Get client notes in Jobber
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Create client in Jobber
Generates a new client profile
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Search property in Jobber
Searches for a property
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Add attachment to request in Jobber
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Create job in Jobber
Creates a new job
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Create request in Jobber
Generates a new request
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Get request notes in Jobber
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Get invoice notes in Jobber
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Get quote notes in Jobber
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Get job notes in Jobber
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Create quote in Jobber
Generates a new quote
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Get invoice noteattechments by ID in Jobber
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Update client in Jobber
Update client profile
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Create visit in Jobber
Create visit using the Job ID
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Close Job in Jobber
Close a job using the Job ID
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Search client in Jobber
Searches for a client
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What can you automate with Jobber + Zendesk Sell?

Streamline your field service operations and sales pipeline with powerful automated workflows.

What you can automate?
🚀
Sync New Jobs to Sales Leads Automatically
Turn every new Jobber job or request into a tracked lead or deal in Zendesk Sell the moment it occurs. Eliminate manual data transfer between your field operations and sales teams.
📋
Capture Every Submitted Field and Detail
Map complete client information, custom notes, and service requirements across platforms. Ensure your team sees all relevant data without re-typing information.
🔔
Instant Team Notifications on Key Events
Alert sales reps and dispatchers in real-time when new quotes are approved or jobs are completed. Keep every department aligned and responsive.
🔀
Conditional Routing Based on Submitted Data
Route high-value quotes or enterprise requests to specific sales pipelines while sending standard inquiries to general queues based on submitted form fields.
🔄
Keep Destination Records Up to Date
Automatically update deal stages, contact details, and invoice amounts when changes happen in Jobber. Prevent data drift between sales and service records.
🔍
Add or Update Without Creating Duplicates
Search existing client databases before creating new records, updating current profiles when matching emails or phone numbers are found.
Handle Later Status Changes and Closures
Trigger downstream billing, review requests, and CRM updates when jobs are marked completed or quotes are approved in the field.
Extend Workflows to Supporting Apps
Connect your core Jobber and Zendesk Sell flow to tools like QuickBooks Online or Slack for multi-step accounting and team communication.
And much more...

Who is Jobber + Zendesk Sell integration for?

Field service coordinators, sales managers, and operations directors eliminate manual data silos and keep customer pipelines synchronized across platforms.

Operations Directors
Operations Directors
Sales Representatives
Sales Representatives
Account Managers
Account Managers
Dispatch Coordinators
Dispatch Coordinators
Field Service Supervisors
Field Service Supervisors
Customer Support Leads
Customer Support Leads
📈
Operations Directors
You're reviewing field service metrics across disparate systems but your dashboard only updates when someone manually exports jobs, so the completion counts you're tracking are always hours behind — this integration means every new job updates your records instantly and your pipeline stays current.
Sales Representatives
You need to follow up on inbound service inquiries immediately, but new requests sit unverified in scheduling tools until an administrator logs them, so prospective clients find other vendors — connecting these apps means every request instantly generates a CRM lead so you can pitch right away.
🤝
Account Managers
You answer to clients who expect real-time visibility into their scheduled visits and quotes, but status updates require jumping between multiple tabs to check progress — automating both apps means every quote and job status change synchronizes automatically without manual status reports.
📊
Dispatch Coordinators
The volume of daily service requests is too high for your team to keep up by hand, leading to missed client follow-ups and lost sales opportunities — automating these platforms means high-volume bookings immediately create tracked leads and jobs without manual bottlenecks.
🔧
Field Service Supervisors
You own the dispatch and scheduling step and depend on sales teams to hand over complete client requirements, but notes often get lost in email threads — this integration means every CRM deal transition cleanly generates the required job details in the field management tool.
🗂️
Customer Support Leads
You need a reliable customer history to resolve billing and scheduling inquiries, but keep finding gaps between sales notes and field records — connecting these apps means every client update and invoice entry populates a unified history across both systems.
Our team

Ready Workflows Did you know?

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Tell us what type of automation you want to make?

Why choose Integrately to automate Zendesk Sell + Jobber

Build and manage your Zendesk Sell + Jobber automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Zendesk Sell + Jobber with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
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
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
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
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
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?

How Integrately Works?

1
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Jobber to Zendesk Sell?
Frequently Asked Questions
You can connect Jobber to Zendesk Sell in 1 click using ready templates on Integrately or ask Integrately AI to build the automation. It also connects with Slack, QuickBooks Online, and Mailchimp.
Can I automatically create Zendesk Sell leads from new Jobber jobs?
Frequently Asked Questions
Can I connect Jobber, Zendesk Sell, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Jobber and Zendesk Sell?
Frequently Asked Questions
How does Jobber handle new job and request data during automation?
Frequently Asked Questions
How does Zendesk Sell manage leads and deals in integrations?
Frequently Asked Questions
Do I need coding skills to automate Jobber and Zendesk Sell?
Frequently Asked Questions
Is the Jobber and Zendesk Sell integration free?
Frequently Asked Questions
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You Can Also Connect Jobber or Zendesk Sell With 1500+ Other Apps

Jobber
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Zendesk Sell
Popular Zendesk Sell Integrations
Sync Zendesk Sell with email marketing, reporting, and customer support tools to accelerate your sales pipeline.