Create Jobber event for new CallRail contact
CallRail + Jobber Integration
CallRail + Jobber Integration
Integrate CallRail to Jobber in one click, or tell Integrately AI how you want each call handled. Capture inbound call details, create client records in Jobber, schedule visits, and trigger team notifications automatically.
Free forever.Use premium features free for 14 days.1.
Phone call is completed in CallRail Instant- Phone call is updated in CallRail Instant
- Phone call is started in CallRail Instant
- Outbound call is completed in CallRail Instant
- Form is captured in CallRail Instant
- User is created in CallRail
- SMS is sent in CallRail Instant
- SMS is received in CallRail Instant
- Company is created in CallRail
- Session tracker is created in CallRail
- Source tracker is created in CallRail
Job is closed in Jobber- Invoice is updated in Jobber
- Client is updated in Jobber
- Time sheet entry is created in Jobber
- Request is created in Jobber
- Job is completed in Jobber
- Job is updated in Jobber
- Quote is updated in Jobber
- Job is created in Jobber
- Client is created in Jobber
- Invoice is created in Jobber
- Quote approval is created in Jobber
- Quote is created in Jobber
2.
- Get quote notes in Jobber
- Get client notes in Jobber
- Get request notes in Jobber
- Get invoice notes in Jobber
- Create request in Jobber
- Get job notes in Jobber
- Create quote in Jobber
- Get invoice noteattechments by ID in Jobber
- Update client in Jobber
- Create visit in Jobber
- Close Job in Jobber
- Create job in Jobber
- Add attachment to request in Jobber
- Search property in Jobber
- Create client in Jobber
- Search client in Jobber
Trusted by experts at...
Ready Workflows for CallRail + Jobber Integration
Capture inbound calls, create client profiles, schedule visits, update job statuses, and notify your dispatch team, all in just one click.
Most popular automations
Create Jobber event for new CallRail company
CallRail + Jobber Integration
Create Jobber client for new CallRail form
When someone completes your CallRail, a new client is automatically created in your Jobber. This way, you can quickly follow up with the form and turn them into a customer!
Plus, all of the information from the CallRail is automatically populated in the new client, so you don't have to waste time manually entering data. Thus, having a CallRail - Jobber integration set up makes it easy to manage your customer relationships and grow your business.
See morePlus, all of the information from the CallRail is automatically populated in the new client, so you don't have to waste time manually entering data. Thus, having a CallRail - Jobber integration set up makes it easy to manage your customer relationships and grow your business.
Create Jobber client for new CallRail contact
CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.
However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this CallRail - Jobber integration, anytime a new CallRail contact is created, an Jobber client should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
See moreHowever, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this CallRail - Jobber integration, anytime a new CallRail contact is created, an Jobber client should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
Create Jobber client from new CallRail company
If you have created a company in CallRail, it's important to create a client in Jobber. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.
See moreCreate client in Jobber for Phone call is started in CallRail
CallRail + Jobber Integration
Create Jobber client for new CallRail sms
CallRail + Jobber Integration
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Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your CallRail + Jobber flow
Send instant notifications to your team, sync invoice details with accounting software, and keep customer records updated across your entire stack. Pick a combination and activate it in one click.
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QuickBooks Online (4)
QuickBooks Online (4) +
Google Calendar (4)
Google Calendar (4) +
Mailchimp (4)
Mailchimp (4) +
Slack (4)
Slack (4) +
Google Drive (4)
Google Drive (4) +
Stripe (4)
Stripe (4) C
Q
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Create a QuickBooks Online customer for every CallRail phone call, and create a request in Jobber
Every completed CallRail phone call instantly creates a customer in QuickBooks Online and a request in Jobber without manual data entry.
J
Q
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When a Jobber invoice is updated, create an invoice in QuickBooks Online and notify your team on CallRail SMS
Keep your financial records synced and your team updated whenever a Jobber invoice is modified.
C
Q
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If a CallRail form is captured, create a QuickBooks Online invoice and create a job in Jobber
Convert form submissions into billable records and active field jobs instantly.
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Q
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When a Jobber job is completed, update QuickBooks Online and record the closure in CallRail
Finalize accounting records and track project milestones automatically upon job completion.
Supported triggers and actions for CallRail and Jobber
Mix and match to build the exact automation you need
CallRail Triggers & Actions
Instant
Phone call is completed in CallRail
Triggers the automation when a phone call is completed
Try it → Instant
Phone call is updated in CallRail
Triggers the automation when a phone call is updated
Try it → Instant
Phone call is started in CallRail
Triggers the automation when a phone call is started
Try it → Instant
Outbound call is completed in CallRail
Triggers the automation when an outbound call is completed
Try it → Instant
SMS is received in CallRail
Triggers the automation when a new text message is received
Try it → Session tracker is created in CallRail
Triggers the automation when a session tracker is created
Try it → Source tracker is created in CallRail
Triggers the automation when a source tracker is created
Try it → Jobber Triggers & Actions
What can you automate with CallRail + Jobber?
Streamline your entire call-to-dispatch workflow with robust, automated triggers and actions across CallRail and Jobber.
📞
Turn every completed call into a Jobber request
Capture phone inquiries from CallRail and automatically create new client requests in Jobber the moment the call ends. Eliminate manual transcription errors and speed up response times.
📋
Capture every submitted form field
Map all custom form questions from CallRail directly into Jobber request fields instead of just names and emails. Your team gets complete context before making contact.
🔔
Notify your dispatch team instantly
Trigger team alerts the second a high-value phone call is completed or a new form is captured. Ensure dispatchers can assign field visits without waiting for manual emails.
🔀
Route requests based on caller data
Send emergency service requests to priority Jobber workflows while standard inquiries go to routine scheduling queues. Match urgency to the right technician instantly.
🔄
Keep client records updated continuously
Synchronize updates whenever client contact information changes in CallRail or Jobber. Maintain a single source of truth across your entire customer database.
🔍
Prevent duplicate records automatically
Search existing client databases in Jobber before creating new entries from inbound CallRail calls. Keep your account lists clean and organized.
✅
Handle later job status updates
Automate downstream actions when Jobber jobs are completed, closed, or invoices are updated. Keep reporting and tracking systems perfectly synchronized.
💬
Extend workflows to Slack notifications
Connect CallRail and Jobber to Slack to broadcast new request details and job updates to your entire team channel automatically.
And much more...
Who is CallRail + Jobber integration for?
Field service operations, dispatch managers, and customer support teams use CallRail and Jobber integration to eliminate manual data entry, streamline client scheduling, and accelerate follow-ups.
Marketing Analysts
Dispatch Managers
Client Account Managers
Customer Support Teams
Field Technicians
Operations Directors
📈
Marketing Analysts
You're tracking inbound call sources in CallRail, but your dispatch reports only update when someone manually exports records, so the lead counts you review are always outdated — with this integration, every phone call record lands in Jobber instantly and your analytics stay current.
⚡
Dispatch Managers
You're managing incoming service inquiries over the phone, but your team finds out about new leads too late because details are stuck in call logs — automating both apps means every completed call creates a Jobber request immediately and your dispatchers can assign visits without delay.
🤝
Client Account Managers
You answer to clients who want immediate visibility on service requests and job progress, but manual handoffs create frustrating delays — this integration means every phone call or form submission automatically triggers the right Jobber client record and keeps stakeholders informed.
📞
Customer Support Teams
The volume of inbound phone calls is too high for your support agents to log manually in Jobber while handling callers, leading to missed client details — connecting these apps means every form and call populates client profiles and requests automatically so nothing slips through.
🔧
Field Technicians
You depend on office staff to hand over call details before heading out to job sites, but crucial notes often get lost in translation — automating both apps means every Jobber job created from a CallRail call contains complete customer history right on your mobile device.
📋
Operations Directors
You need a reliable history of inbound leads and completed service jobs, but fragmented records keep leaving gaps in your database — this integration means every CallRail event links directly to its Jobber counterpart for a complete, audit-ready operational history.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate CallRail + Jobber
Build and manage your CallRail + Jobber automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect CallRail + Jobber with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect CallRail + Jobber Now 
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Frequently Asked Questions
How do I connect CallRail to Jobber?
You can connect CallRail to Jobber in one click using pre-built workflows on Integrately or by asking Integrately AI to build the automation and map the fields. Connect your accounts, select your trigger events, and activate your workflow instantly.
Can I automatically create Jobber requests from CallRail phone calls?
Can I connect CallRail, Jobber, and Slack?
What is a good Zapier alternative for CallRail and Jobber?
How does CallRail handle phone call triggers in this integration?
Can I update Jobber client profiles automatically from call data?
Do I need coding skills to automate CallRail and Jobber?
Is the CallRail and Jobber integration free?
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