It's important to keep track of your bookings, and creating a spreadsheet can help you do just that. Automatically creating a new record in CompanyHub for every new Jobber event created will help you keep track of the details of each event, including the date, time, and number of guests.
Also all the relevant data will be stored in one place and can be easily accessed by anyone who needs it. This makes it easier to generate reports on events and their associated data. In short, using this Jobber - CompanyHub integration will save time and hassle down the line, so it is well worth doing. So go ahead and get started today!
Creating task in CompanyHub is a great way to keep track of task that need to be completed when an event is created in your Jobber account.
With the help of this integration, when an event is created, a task will be automatically created in CompanyHub and will include the details of the event (name, email address, etc.).
This makes it easy to keep track of any task that need to be completed related to the new event. You can then simply assign the task to someone on your team and they can get started!
In your business, you may need to track when someone is invited to an event. You can do this by creating a deal in CompanyHub.
But manually creating a deal can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created in Jobber, it will trigger a corresponding deal creation in CompanyHub.
This makes it easy to keep track of all the interactions that person has with your company. By using deal, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
You Can Also Connect CompanyHub or Jobber With 1500+ Other Apps
CompanyHub
CompanyHub is a cloud-based solution for seamless sales and marketing automation. It helps businesses manage their sales pipelines from lead generation to campaign execution, and eventually, to sales closure.
Jobber is the ultimate tool for efficient field service management. Simplify scheduling, dispatching, and invoicing in one user-friendly app. Streamline operations and enhance your customer experience effortlessly with Jobber.