Create Jobber event for new Zoho CRM contact
Zoho CRM + Jobber Integration
Zoho CRM + Jobber Integration
Integrate Jobber to Zoho CRM in one click, or tell Integrately AI how you want each client handled. Sync your field service operations with your CRM, update customer records, alert your team, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Contact is created in Zoho CRM- Contact is updated in Zoho CRM
- Module entry is created/updated in Zoho CRM Instant
- Module entry is updated in Zoho CRM Instant
- Module entry is added in Zoho CRM Instant
- Lead is created in Zoho CRM
- Lead is updated in Zoho CRM
- User is created in Zoho CRM
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.
- Create or Update Lead in Zoho CRM
- Add attachment in Zoho CRM
- Create module entry in Zoho CRM
- Create or Update Module Entry in Zoho CRM
- Update module entry in Zoho CRM
- Search module entry in Zoho CRM
- Get module entry by Id in Zoho CRM
- Create or Update Contact in Zoho CRM
- Search contact in Zoho CRM
- Convert lead in Zoho CRM
- Search lead in Zoho CRM
- Add note to module entry in Zoho CRM
- Add tag in Zoho CRM
- Get request notes 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
- Create client 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 + Zoho CRM Integration
Capture new clients, update CRM records, log field updates, and sync invoices, all in just one click.
Most popular automations
Create Zoho CRM module for new Jobber event
It's important to keep track of your bookings, and creating a spreadsheet can help you do just that. Automatically creating a new module in Zoho CRM for every new Jobber event created will help you keep track of the details of each event, including the date, time, and number of guests.
Also all the relevant data will be stored in one place and can be easily accessed by anyone who needs it. This makes it easier to generate reports on events and their associated data. In short, using this Jobber - Zoho CRM integration will save time and hassle down the line, so it is well worth doing. So go ahead and get started today!
See moreAlso all the relevant data will be stored in one place and can be easily accessed by anyone who needs it. This makes it easier to generate reports on events and their associated data. In short, using this Jobber - Zoho CRM integration will save time and hassle down the line, so it is well worth doing. So go ahead and get started today!
Update Zoho CRM contact from new Jobber event
Jobber + Zoho CRM Integration
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Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Jobber + Zoho CRM flow
Sync your field service data with accounting, marketing, and messaging tools to keep operations aligned. Pick a combination and activate it in one click.
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QuickBooks Online (4)
QuickBooks Online (4) +
Mailchimp (3)
Mailchimp (3) +
Slack (3)
Slack (3) +
Google Calendar (3)
Google Calendar (3) +
Twilio (3)
Twilio (3) +
Google Drive (3)
Google Drive (3) J
Q
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Create a QuickBooks Online invoice when a Jobber job is completed and add a module entry in Zoho CRM
Completed Jobber jobs instantly generate QuickBooks invoices and update Zoho CRM, keeping your billing and sales data aligned.
J
Q
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Create a QuickBooks Online customer when a Jobber client is created and update Zoho CRM
New Jobber clients automatically appear in QuickBooks Online and Zoho CRM without duplicate entry.
J
Q
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Create a QuickBooks Online estimate when a Jobber quote is created and log it in Zoho CRM
Jobber quotes immediately trigger QuickBooks estimates and Zoho CRM records for accurate pipeline tracking.
J
Q
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Create a QuickBooks Online invoice when an invoice is created in Jobber and update Zoho CRM
Jobber invoices automatically sync to QuickBooks Online and Zoho CRM for complete financial visibility.
Supported triggers and actions for Zoho CRM and Jobber
Mix and match to build the exact automation you need
Zoho CRM Triggers & Actions
Instant
Module entry is created/updated in Zoho CRM
Triggers the automation when a module entry is created or updated
Try it → Instant
Module entry is updated in Zoho CRM
Triggers the automation when any module entry is modified
Try it → Instant
Module entry is added in Zoho CRM
Triggers the automation when a new entry is added to a module
Try it → Jobber Triggers & Actions
What can you automate with Jobber + Zoho CRM?
Streamline your field service operations and CRM data management with automated workflows designed for every stage of your business.
🔄
Sync new clients between Jobber and Zoho CRM instantly
Every time a client is created in Jobber, a contact is automatically generated in Zoho CRM. Manual data entry is completely eliminated from your onboarding process.
📋
Capture every submitted request detail accurately
Map all available request fields from Jobber into separate Zoho CRM module entries instead of basic names and emails. Your CRM becomes a richer record for review.
🔔
Alert your team the moment a job is completed
Send instant notifications to your operations team whenever a service technician marks a job complete in Jobber, ensuring fast internal handoffs.
🔀
Route records based on submitted quote amounts
If a Jobber quote exceeds a specific threshold, create a high-priority lead in Zoho CRM; otherwise, route it to your standard pipeline.
✏️
Keep CRM contact records updated when client info changes
Whenever a client profile is updated in Jobber, the corresponding contact in Zoho CRM reflects the new phone number, address, or email address automatically.
🔍
Search and update existing contacts without duplicates
Check if a contact already exists in Zoho CRM before creating a new entry when a client is added in Jobber, keeping your database clean.
💰
Trigger updates when invoices and quotes are closed
When an invoice is closed or a quote approval is created in Jobber, update the deal stage in Zoho CRM to maintain accurate pipeline visibility.
🚀
Extend your workflow to accounting and messaging apps
Connect Jobber and Zoho CRM to QuickBooks Online or Slack to generate invoices and notify team channels in a single multi-step pipeline.
And much more...
Who is Jobber + Zoho CRM integration for?
Field service businesses and sales teams depend on seamless client handoffs, ensuring no customer details slip through the cracks between scheduling and CRM tracking.
Operations Managers
Sales Representatives
Account Managers
Customer Support Teams
Field Dispatchers
Finance Specialists
📈
Operations Managers
You report on field service metrics and decide staffing levels from them, but your CRM records are always out of sync with Jobber — this integration means every completed job and new client updates your stats instantly and your data stays current.
⚡
Sales Representatives
You need to follow up on new service requests immediately, and you find out about quotes days after creation — automating both apps means every new Jobber request lands in Zoho CRM instantly so you can contact leads right away.
🤝
Account Managers
You answer to clients who want to see their service history and project status, but pulling records manually takes hours — connecting these apps means client profiles and job statuses sync automatically across both platforms.
📊
Customer Support Teams
The volume of service inquiries is too high for anyone to keep up by hand between scheduling tools and your CRM — this integration means every client update and dispatch flows directly into your contact database without manual copying.
🛠️
Field Dispatchers
You own the scheduling step and depend on sales reps to hand over client details before booking — integrating these apps means client creation in Zoho CRM instantly populates scheduling details in Jobber.
🗂️
Finance Specialists
You need a reliable history of billable work and keep finding gaps between completed jobs and CRM records — automating both apps means every invoice and payment status syncs reliably into your database.
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 Zoho CRM + Jobber
Build and manage your Zoho CRM + Jobber automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Zoho 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 Zoho CRM + Jobber Now 
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Frequently Asked Questions
How do I connect Jobber to Zoho CRM?
You can connect Jobber to Zoho CRM in one click using ready-made templates on Integrately. Choose your preferred trigger and action, or ask Integrately AI to build the automation and map the fields.
Can I automatically sync new Jobber clients to Zoho CRM contacts?
Can I connect Jobber, Zoho CRM, and Slack?
What is a good Zapier alternative for Jobber and Zoho CRM?
How does Jobber handle client updates in this integration?
How do Zoho CRM lead updates work with Jobber?
Do I need coding skills to automate Jobber and Zoho CRM?
Is the Jobber and Zoho CRM integration free?
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