Automate Pipedrive & Jobber

Stop paying for mismatched spreadsheets. Sync data between Pipedrive 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 ["Pipedrive"]
        T1(["Activity Filter Dynamic Dropdown"])
    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 Pipedrive and Jobber operate independently, sales teams often face significant delays in updating job statuses. For instance, when a deal is won in Pipedrive, the sales team must manually enter the client details into Jobber, risking data entry errors. This not only wastes time—often several hours per week—but also leads to inconsistencies in client information, such as incorrect job descriptions or missing service dates, which can frustrate field technicians and impact customer satisfaction.

Top Ways to Automate Pipedrive & Jobber

Automated Lead Assignment: Instantly transfer new leads from Pipedrive to Jobber, ensuring field teams are promptly notified and can act on opportunities without delay.
Real-Time Job Updates: Automatically sync job status updates between Jobber and Pipedrive, providing sales teams with the latest information to enhance customer communication and follow-ups.
Unified Reporting: Generate comprehensive reports that combine sales data from Pipedrive with job performance metrics from Jobber, enabling informed decision-making and strategic planning.

How to Build the Pipedrive → Jobber Sync

In Pipedrive, navigate to the 'Settings' and select 'Webhooks'. Create a new webhook that listens for the 'deal.updated' event.
Set the webhook URL to your server endpoint that will process the incoming data from Pipedrive.
In your server code, extract the relevant payload data such as 'id', 'title', 'value', and 'status' from the webhook request body.
Format the extracted data into a JSON object that matches the Jobber API requirements for creating a new job. Ensure to include fields like 'client_id', 'service_id', and 'scheduled_date'.
Make a POST request to the Jobber API endpoint: https://api.getjobber.com/v1/jobs with the formatted JSON object in the request body.
Handle the response from Jobber to confirm successful job creation or log any errors for troubleshooting.

Developer Warnings & API Gotchas

Ensure that the 'status' field in Pipedrive matches the expected job status in Jobber; otherwise, jobs may be created with incorrect statuses, leading to confusion.
Be cautious with the 'client_id' mapping; if the client does not exist in Jobber, the job creation will fail. Implement a check to verify client existence before attempting to create a job.
When formatting the scheduled date, ensure it is in the correct ISO 8601 format; otherwise, Jobber may reject the request due to invalid date formats.

Supported API Operations

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

When this happens in Pipedrive... Activity Filter Dynamic Dropdown

Do this in Jobber Add Note to Request
When this happens in Pipedrive... Activity Matching Filter

Do this in Jobber Add Tags to Client
When this happens in Pipedrive... Activity Type Dynamic Dropdown

Do this in Jobber Create Client
When this happens in Pipedrive... Currency Dynamic Dropdown

Do this in Jobber Create Job
When this happens in Pipedrive... Deal Fields Dynamic Dropdown

Do this in Jobber Create Quote

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