Automate Jobber & Salesforce

Stop paying for mismatched spreadsheets. Sync data between Jobber and Salesforce 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 ["Salesforce"]
        A1(["Add Contact to Campaign"])
    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 Salesforce operate in isolation, field service teams often face delays in accessing customer information. For instance, if a technician completes a job in Jobber and fails to manually enter the job details into Salesforce, the sales team may miss critical updates on customer interactions. This results in wasted hours as sales reps attempt to reconcile discrepancies between job statuses and customer records, ultimately affecting follow-up communications and customer satisfaction.

Top Ways to Automate Jobber & Salesforce

Seamless Customer Data Synchronization: Automatically sync customer information between Jobber and Salesforce, ensuring that both sales and service teams have access to the most up-to-date data, reducing the risk of errors and enhancing communication.
Real-Time Job Status Updates: Enable automatic updates of job statuses in Salesforce as they occur in Jobber, allowing sales teams to provide accurate information to clients and make informed decisions quickly.
Streamlined Invoicing and Payment Tracking: Integrate invoicing processes by automatically generating invoices in Jobber based on Salesforce opportunities, ensuring timely billing and improving cash flow management.

How to Build the Jobber → Salesforce Sync

In Jobber, configure a webhook to trigger on job completion. Set the webhook to point to your custom endpoint that will handle incoming data.
Extract the relevant payload data from the Jobber webhook, which includes fields like 'job_id', 'customer_id', 'status', and 'completion_time'.
In your custom endpoint, format the extracted data into a JSON object that matches the Salesforce API requirements.
Use the Salesforce REST API to POST the formatted JSON object to the '/services/data/vXX.X/sobjects/Job__c/' endpoint, where 'Job__c' is the custom object representing jobs in Salesforce.
Ensure you handle any errors returned by the Salesforce API, such as validation errors, and log them for troubleshooting.

Developer Warnings & API Gotchas

Ensure that the 'customer_id' from Jobber matches the corresponding Salesforce 'AccountId'. If there is a mismatch, the API call will fail, resulting in lost data.
Be cautious with the 'status' field; Salesforce may have specific picklist values that differ from Jobber's status options. Validate these values before making the API call.
Consider the timing of the webhook trigger; if multiple jobs are completed in quick succession, your endpoint may receive overlapping requests. Implement a queuing mechanism to handle these cases effectively.

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 Salesforce Add Contact to Campaign
When this happens in Jobber... Invoice Updated

Do this in Salesforce Add File to Record
When this happens in Jobber... Job Closed

Do this in Salesforce Add Lead to Campaign
When this happens in Jobber... Job Completed

Do this in Salesforce Call Apex REST
When this happens in Jobber... Job Updated

Do this in Salesforce Convert Lead to Contact

SyncMatrix Experts

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