Automate Keap & Jobber

Stop paying for mismatched spreadsheets. Sync data between Keap and Jobber 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 ["Keap"]
        T1(["Get Affiliates"])
    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 Keap and Jobber operate independently, service teams often face delays in project updates. For instance, if a new client is added in Keap, the sales team must manually enter that data into Jobber, risking errors such as incorrect contact details or missed service requests. This manual entry process can consume hours each week for the operations team, leading to frustration and potential loss of business due to outdated information.

Top Ways to Automate Keap & Jobber

Seamless Customer Data Synchronization: Automatically sync customer information between Keap and Jobber, ensuring that all teams have access to the latest data without manual updates.
Real-Time Job Status Updates: Enable sales teams to receive instant notifications on job progress and completion, allowing for timely follow-ups and improved customer communication.
Automated Invoicing and Payment Processing: Streamline the invoicing process by automatically generating invoices in Jobber based on sales data from Keap, reducing administrative workload and accelerating cash flow.

How to Build the Keap → Jobber Sync

In Keap, navigate to the 'Settings' menu and select 'Webhooks'. Create a new webhook and set the trigger to 'Contact Created'. This will allow you to listen for new client entries.
Set the webhook URL to your endpoint that will process the incoming data, ensuring that it can handle JSON payloads.
In your webhook handler, extract the relevant payload data such as 'firstName', 'lastName', 'email', and 'phone'.
Use the Jobber API endpoint '/api/v1/clients' to POST the extracted data. Ensure to format the payload according to Jobber's client creation requirements, including fields like 'name', 'email', and 'phone'.
Test the integration by creating a new contact in Keap and verifying that the client appears in Jobber without manual intervention.

Developer Warnings & API Gotchas

Ensure that the 'email' field in Keap is correctly mapped to the 'email' field in Jobber, as any discrepancies can lead to failed client creation.
Be cautious with the 'phone' number format; Jobber requires a specific format (e.g., E.164) which may differ from how numbers are stored in Keap.
When handling the webhook payload, make sure to validate that all required fields are present before attempting to POST to Jobber, as missing fields will result in API errors.

Supported API Operations

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

When this happens in Keap... Get Affiliates

Do this in Jobber Add Note to Request
When this happens in Keap... Get Companies

Do this in Jobber Add Tags to Client
When this happens in Keap... Get Contact

Do this in Jobber Create Client
When this happens in Keap... Get Custom Fields

Do this in Jobber Create Job
When this happens in Keap... Get Tags

Do this in Jobber Create Quote

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