Automate Salesforce & Jobber

Stop paying for mismatched spreadsheets. Sync data between Salesforce 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 ["Salesforce"]
        T1(["Closed Opportunity Legacy"])
    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 Salesforce and Jobber operate independently, field technicians often miss critical updates from the sales team. For instance, when a new service appointment is created in Jobber, the sales team may not receive real-time notifications, leading to confusion about customer expectations. This results in manual data entry where team members have to cross-reference Salesforce opportunities with Jobber schedules, wasting hours each week and increasing the risk of double bookings or missed appointments.

Top Ways to Automate Salesforce & Jobber

Automated Lead Management: Instantly sync leads from Salesforce to Jobber, ensuring field teams have real-time access to customer information and can respond promptly to inquiries.
Streamlined Job Scheduling: Automatically create and assign jobs in Jobber based on Salesforce opportunities, reducing scheduling conflicts and improving service delivery efficiency.
Unified Reporting: Generate comprehensive reports that combine sales data from Salesforce with job performance metrics from Jobber, providing insights that drive strategic decision-making and enhance overall business performance.

How to Build the Salesforce → Jobber Sync

In Salesforce, configure a webhook to trigger on the 'Appointment Created' event. Set the webhook URL to your integration endpoint.
Capture the payload from the webhook, focusing on fields such as 'Customer ID', 'Appointment Date', and 'Service Type'.
Use the Jobber REST API endpoint /api/v1/appointments to create a new appointment. Structure the POST request to include the extracted data:
```
{ "customer_id": "{{Customer ID}}", "date": "{{Appointment Date}}", "service_type": "{{Service Type}}" }
```
.
Test the integration by creating a new appointment in Salesforce and verifying that it appears in Jobber within a few seconds.

Developer Warnings & API Gotchas

Ensure that the 'Customer ID' from Salesforce matches the 'Client ID' in Jobber, as mismatches will cause the API call to fail.
Be cautious with date formats; Salesforce may send dates in ISO 8601 format, while Jobber might require a different format, leading to parsing errors.
When mapping service types, confirm that the service names in Salesforce exactly match those in Jobber, as any discrepancies will result in failed API requests.

Supported API Operations

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

When this happens in Salesforce... Closed Opportunity (Legacy)

Do this in Jobber Add Note to Request
When this happens in Salesforce... Fetch Custom Actions

Do this in Jobber Add Tags to Client
When this happens in Salesforce... Get Accounts

Do this in Jobber Create Client
When this happens in Salesforce... Get Campaigns

Do this in Jobber Create Job
When this happens in Salesforce... Get Contacts

Do this in Jobber Create Quote

SyncMatrix Experts

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