HubSpot logo + Jobber logo

Automate HubSpot & Jobber

Stop paying for mismatched spreadsheets. Sync data between HubSpot and Jobber in real-time, so you can manage your operations without the busywork.

Custom API Integration
Secure Data Transfer
Done-For-You Setup

How the Data Flows

graph LR
    subgraph Source ["HubSpot"]
        T1(["All Forms List"])
    end
    
    subgraph Middleware ["Enterprise Integration Core"]
        W[CRON API
Poller] --> V{Validation
& Auth} V -->|Fail| DLQ[Dead Letter
Queue] V -->|Pass| Map[Data Mapping
& Transformation] Map --> Retry[Rate Limiting
& Retries] end subgraph Target ["Jobber"] A1(["Add Note to Request"]) end T1 -->|JSON Payload| W Retry -->|Authenticated API POST| A1 style Source fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5 style Target fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5 style Middleware fill:#f8fafc,stroke:#94a3b8,stroke-width:2px style T1 fill:#3b82f6,stroke:#fff,stroke-width:2px,color:#fff style W fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style V fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style Map fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style Retry fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style DLQ fill:#ef4444,stroke:#fff,stroke-width:1px,color:#fff style A1 fill:#e11d48,stroke:#fff,stroke-width:2px,color:#fff
When Hubspot and Jobber operate in isolation, lead conversion data can be lost during the handoff from sales to field operations. For instance, if a sales rep captures a lead's service requirements in Hubspot but fails to manually transfer that data to Jobber, the field team may arrive unprepared. This results in wasted time as technicians attempt to contact the sales team for clarification, leading to delays in service delivery and customer dissatisfaction. The sales team is forced to spend additional hours on follow-ups instead of focusing on new leads.

Top Ways to Automate HubSpot & Jobber

  • Seamless Customer Data Sync: Automatically sync customer information between HubSpot and Jobber, ensuring that your sales and service teams always have access to the most up-to-date client details, reducing errors and enhancing communication.
  • Automated Task Creation: Create tasks in Jobber directly from HubSpot deals or contacts, streamlining your workflow and ensuring that no customer request goes unaddressed.
  • Real-Time Reporting: Generate comprehensive reports that combine data from both platforms, providing insights into sales performance and service efficiency, enabling data-driven decision-making.

How to Build the HubSpot → Jobber Sync

  1. In Hubspot, navigate to the 'Webhooks' section and create a new webhook trigger for the 'Contact Created' event.
  2. Set the webhook URL to point to your middleware service that will process the incoming data.
  3. In your middleware, listen for the payload from Hubspot, specifically extracting the 'properties' object that contains 'firstname', 'lastname', 'email', and 'service_needs'.
  4. Format the extracted data into a JSON object that matches Jobber's API requirements for creating a new client, ensuring to include 'first_name', 'last_name', 'email', and any relevant custom fields for 'service_needs'.
  5. Make a POST request to Jobber's API endpoint at '/api/v1/clients' with the formatted JSON object in the request body.
  6. Handle the response from Jobber to confirm that the client has been successfully created and log any errors for troubleshooting.

Developer Warnings & API Gotchas

  • Ensure that the 'service_needs' field in Hubspot is correctly mapped to the corresponding custom fields in Jobber; mismatched field names can lead to data loss.
  • Be cautious with the data types; for example, Jobber may require specific formats for phone numbers or addresses that differ from Hubspot's input.
  • Monitor the response status codes from Jobber; a 400 error indicates a validation failure that needs to be addressed before the data can be accepted.

Supported API Operations

We leverage official, stable endpoints to ensure secure data transfer. No deprecated legacy routes.

  • When this happens in HubSpot... All Forms List
    Do this in Jobber Add Note to Request
  • When this happens in HubSpot... CRM Object Property Recently Updated
    Do this in Jobber Add Tags to Client
  • When this happens in HubSpot... CRM Object Recently Created
    Do this in Jobber Create Client
  • When this happens in HubSpot... CRM Object Recently Updated
    Do this in Jobber Create Job
  • When this happens in HubSpot... Company Recently Created or Updated
    Do this in Jobber Create Quote

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I can see you're looking at mapping HubSpot to Jobber. Tell me about your current setup—what's the specific bottleneck you're trying to automate right now?