Automate Jobber & Keap

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

Get This Workflow Built

Custom API Integration

Secure Data Transfer

Done-For-You Setup

How the Data Flows

graph LR
    subgraph Source ["Jobber"]
        T1(["Client Updated"])
    end
    
    subgraph Middleware ["Enterprise Integration Core"]
        W[Webhook
Listener] --> V{Validation
& Auth}
        V -->|Fail| DLQ[Dead Letter
Queue]
        V -->|Pass| Map[Data Mapping
& Transformation]
        Map --> Retry[Rate Limiting
& Retries]
    end
    
    subgraph Target ["Keap"]
        A1(["Add a Product to an Invoice"])
    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 Jobber and Keap operate independently, field service teams face significant issues with lead tracking and job scheduling. For instance, when a new job is created in Jobber, the associated client information must be manually entered into Keap, leading to potential data entry errors. This not only wastes time for the sales team but also results in lost opportunities as follow-ups on new jobs are delayed due to missing client data in Keap.

Top Ways to Automate Jobber & Keap

Automated Lead Management: Instantly sync new leads from Keap to Jobber, ensuring your field service team has real-time access to customer information and can prioritize follow-ups without manual data entry.
Streamlined Scheduling: Automatically update job schedules in Jobber based on customer interactions in Keap, reducing scheduling conflicts and enhancing customer satisfaction through timely service delivery.
Efficient Invoicing and Payments: Generate and send invoices directly from Jobber to Keap, allowing for seamless payment processing and reducing the time spent on billing tasks, thus improving cash flow.

How to Build the Jobber → Keap Sync

In Jobber, configure a webhook to trigger on the 'Job Created' event. This can be done in the Jobber dashboard under 'Settings' > 'Webhooks'. Set the webhook to send a POST request to your designated endpoint.
Set your server to listen for incoming POST requests at the specified endpoint. The payload will include job details such as 'job_id', 'client_name', 'client_email', and 'job_details'.
Extract the relevant data from the Jobber webhook payload. You will need to map 'client_name' to 'first_name' and 'last_name' in Keap, and 'client_email' to 'email'.
Use the Keap REST API to insert a new contact. Make a POST request to the endpoint: https://api.keap.com/crm/rest/v1/contacts. Include the extracted data in the request body, formatted as JSON:
{"first_name": "[client_name]", "last_name": "[last_name]", "email": "[client_email]"}
Test the integration by creating a new job in Jobber and confirming that the client data appears correctly in Keap.

Developer Warnings & API Gotchas

Ensure that the 'client_name' in Jobber is split correctly into 'first_name' and 'last_name' before sending it to Keap, as any formatting issues may lead to failed API requests.
Be cautious with the data types; for example, Keap requires the 'email' field to be a valid email format, so implement validation checks before the API call.
Jobber may send multiple webhooks for a single job creation event if there are updates; ensure your endpoint can handle duplicate entries gracefully to avoid creating redundant contacts in Keap.

Supported API Operations

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

When this happens in Jobber... Client Updated

Do this in Keap Add a Product to an Invoice
When this happens in Jobber... Invoice Updated

Do this in Keap Create Company
When this happens in Jobber... Job Closed

Do this in Keap Create Invoice
When this happens in Jobber... Job Completed

Do this in Keap Create Note
When this happens in Jobber... Job Updated

Do this in Keap Create Product

SyncMatrix Experts

Available for Hire

We are an AI-powered automation team. We build custom, reliable API workflows that eliminate manual data entry.

Speak with an Integration Architect

We build custom API workflows that don't hit rate limits.

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