Jobber and Salesflare

How to connect Jobber

When new Client Created in Jobber, find or create account, then find or create contact, then add contact to account in Salesflare.
When client Updated in Jobber, find or create account, then find or create contact, then add contact to account in Salesflare.
When new Invoice Created in Jobber, create opportunity, then find or create contact in Salesflare.
When invoice Updated in Jobber, create opportunity, then find or create contact in Salesflare.
When new Quote Created in Jobber, create opportunity in Salesflare.
When new Opportunity in Salesflare, create Quote in Jobber.

Jobber is the command center for home service businesses. Our easy-to-use app powers sales, operations, and customer service—all in one place.

Start a workflow when this happens

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Things Salesflare can make it do

Add Note to Request — Adds a note to a request
Add Tags to Client — Adds tags to a client
Create Client — Creates a new client.
Create Job — Creates a new job. This will create the job for the client's first property.
Create Quote — Creates a new quote. This will create the quote for the client's first property.

Show 2 more actions

Create Request — Creates a new request. This will create the request for the client's first property.
Find or Create Client — Finds the client that aligns most closely with the search criteria.