ConvergeHub + Jobber Integration

Integrate ConvergeHub to Jobber in one click, or tell Integrately AI how you want each deal handled. Create jobs, update client records, alert your team, and schedule visits automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • ConvergeHub
    Lead is created in ConvergeHub
  • ConvergeHub
    Account is created in ConvergeHub
  • ConvergeHub
    Target is created in ConvergeHub
  • ConvergeHub
    Contact is created in ConvergeHub
  • ConvergeHub
    Deal is created in ConvergeHub
  • ConvergeHub
    Task is created in ConvergeHub
  • ConvergeHub
    Event is created in ConvergeHub
  • Jobber
    Client is created in Jobber
  • Jobber
    Job is closed in Jobber
  • Jobber
    Invoice is updated in Jobber
  • Jobber
    Client is updated in Jobber
  • Jobber
    Time sheet entry is created in Jobber
  • Jobber
    Request is created in Jobber
  • Jobber
    Job is completed in Jobber
  • Jobber
    Job is updated in Jobber
  • Jobber
    Quote is updated in Jobber
  • Jobber
    Job is created in Jobber
  • Jobber
    Invoice is created in Jobber
  • Jobber
    Quote approval is created in Jobber
  • Jobber
    Quote is created in Jobber
Arrow Right
2.
  • ConvergeHub
    Create lead in ConvergeHub
  • ConvergeHub
    Create contact in ConvergeHub
  • ConvergeHub
    Create deal in ConvergeHub
  • ConvergeHub
    Create target in ConvergeHub
  • ConvergeHub
    Create task in ConvergeHub
  • ConvergeHub
    Create account in ConvergeHub
  • ConvergeHub
    Create event in ConvergeHub
  • Jobber
    Get invoice notes in Jobber
  • Jobber
    Create request in Jobber
  • Jobber
    Get client notes in Jobber
  • Jobber
    Get request notes in Jobber
  • Jobber
    Create job in Jobber
  • Jobber
    Get quote notes in Jobber
  • Jobber
    Get job notes in Jobber
  • Jobber
    Create quote in Jobber
  • Jobber
    Get invoice noteattechments by ID in Jobber
  • Jobber
    Update client in Jobber
  • Jobber
    Create visit in Jobber
  • Jobber
    Close Job in Jobber
  • Jobber
    Add attachment to request in Jobber
  • Jobber
    Search property in Jobber
  • Jobber
    Create client in Jobber
  • Jobber
    Search client in Jobber

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Ready Workflows Ready Workflows for ConvergeHub + Jobber Integration

Capture deals, create jobs, update client details, alert your team, and manage invoices, all in just one click.

Most popular automationsmost-popular-automations
Jobber + ConvergeHub Integration

Create ConvergeHub deal for new Jobber event

In your business, you may need to track when someone is invited to an event. You can do this by creating a deal in ConvergeHub.

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 ConvergeHub.

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.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your ConvergeHub + Jobber flow

Send invoices to accounting platforms, sync customer lists to marketing tools, and alert your team the moment operations start. Pick a combination and activate it in one click.

ConvergeHub
Jobber
+
QuickBooks OnlineQuickBooks Online (5)
+
MailchimpMailchimp (4)
+
Google CalendarGoogle Calendar (4)
+
StripeStripe (4)
+
SlackSlack (4)
+
GmailGmail (4)
C
J
Q
Create a QuickBooks Online invoice when a ConvergeHub deal is created and a Jobber job is set up
Every ConvergeHub deal that initiates a Jobber job generates a QuickBooks Online invoice instantly, keeping billing and operations synchronized without manual data entry.
C
J
Q
Add a QuickBooks Online customer when a new ConvergeHub client is linked to a Jobber request
New clients originating from ConvergeHub requests in Jobber are automatically registered as customers in QuickBooks Online for seamless financial tracking.
J
Q
C
When a Jobber job is completed, update the QuickBooks Online invoice and log the status in ConvergeHub
Completed Jobber jobs trigger QuickBooks Online invoice updates and log project milestones back in ConvergeHub for total visibility.
J
Q
C
If a Jobber invoice is updated, adjust the linked QuickBooks Online record and notify ConvergeHub owners
Updated Jobber invoices synchronize automatically with QuickBooks Online while alerting ConvergeHub account owners of billing changes.
J
Q
C
Use ChatGPT to review Jobber invoice notes, create a QuickBooks Online entry, and log the summary in ConvergeHub
Use ChatGPT to analyse Jobber invoice notes before generating QuickBooks Online records and updating ConvergeHub accounts.

Supported triggers and actions for ConvergeHub and Jobber

Mix and match to build the exact automation you need

ConvergeHub
ConvergeHub Triggers & Actions
Lead is created in ConvergeHub
Triggers the automation when a new lead is created
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Account is created in ConvergeHub
Triggers the automation when a new account is created
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Target is created in ConvergeHub
Triggers the automation when a target is created
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Contact is created in ConvergeHub
Triggers the automation when a new contact is created
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Deal is created in ConvergeHub
Triggers the automation when a deal is created
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Task is created in ConvergeHub
Triggers the automation when a new task is created
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Event is created in ConvergeHub
Triggers the automation when a new event is created
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Create lead in ConvergeHub
Generates new leads for potential customers
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Create contact in ConvergeHub
Adds a new contact to the database
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Create deal in ConvergeHub
Generates a new deal with
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Create target in ConvergeHub
Generates a new target for tracking purposes
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Create task in ConvergeHub
Creates a new task
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Create account in ConvergeHub
Generates a new account
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Create event in ConvergeHub
Adds a new contact to the contact list
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Jobber
Jobber Triggers & Actions
Client is created in Jobber
Triggers the automation when a new client is created
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Job is closed in Jobber
Triggers the automation when a job is closed
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Invoice is updated in Jobber
Triggers when an invoice is updated
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Client is updated in Jobber
Triggers when a client is updated
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Time sheet entry is created in Jobber
Triggers the automation when a time entry is created
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Request is created in Jobber
Triggers the automation when a new request is created
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Job is completed in Jobber
Triggers the automation when a job is marked as completed
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Job is updated in Jobber
Triggers when a job is updated
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Quote is updated in Jobber
Triggers the automation when a new quote is update
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Job is created in Jobber
Triggers the automation when a new job is created
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Invoice is created in Jobber
Triggers the automation when any invoice is added or modified
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Quote approval is created in Jobber
Triggers the automation when any quote is approved
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Quote is created in Jobber
Triggers the automation when a new quote is created
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Get invoice notes in Jobber
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Create request in Jobber
Generates a new request
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Get client notes in Jobber
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Get request notes in Jobber
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Create job in Jobber
Creates a new job
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Get quote notes in Jobber
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Get job notes in Jobber
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Create quote in Jobber
Generates a new quote
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Get invoice noteattechments by ID in Jobber
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Update client in Jobber
Update client profile
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Create visit in Jobber
Create visit using the Job ID
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Close Job in Jobber
Close a job using the Job ID
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Add attachment to request in Jobber
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Search property in Jobber
Searches for a property
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Create client in Jobber
Generates a new client profile
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Search client in Jobber
Searches for a client
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What can you automate with ConvergeHub + Jobber?

Streamline your entire customer lifecycle from CRM lead creation to field service dispatch and invoicing.

What you can automate?
🎯
Create Jobber jobs from ConvergeHub deals automatically
Trigger a new job in Jobber the moment a deal is created in ConvergeHub. Eliminate manual handoffs and ensure field teams start work immediately.
📝
Map all contact and custom fields accurately
Transfer complete client details, phone numbers, and addresses from ConvergeHub into Jobber requests and client profiles without retyping.
🔔
Alert your dispatch team in real time
Send instant notifications to your operations channel or dispatchers as soon as a new job or client is established in your workflow.
🔀
Route jobs based on submitted deal criteria
Assign specific service categories, tags, or priorities in Jobber depending on the deal value or product type submitted in ConvergeHub.
🔄
Keep client and project records synchronized
Automatically update client contact information and project notes across ConvergeHub and Jobber whenever modifications occur.
🛡️
Prevent duplicate client profile creation
Search existing client records in Jobber before generating new profiles, maintaining clean data integrity across your entire database.
💰
Manage invoices and billing milestones
Generate invoices and track payment states in QuickBooks or Stripe as jobs are completed and closed out in Jobber.
📈
Extend workflows to powerful third-party tools
Connect your core automation to Mailchimp for marketing campaigns, Google Calendar for scheduling, or Slack for team collaboration.
And much more...

Who is ConvergeHub + Jobber integration for?

Operations managers, sales teams, and field service coordinators rely on seamless data flow to eliminate manual handoffs and keep customer records synchronized.

Sales Directors
Sales Directors
Field Dispatchers
Field Dispatchers
Account Executives
Account Executives
Operations Managers
Operations Managers
Service Supervisors
Service Supervisors
Finance Specialists
Finance Specialists
📈
Sales Directors
You report on deal pipelines and revenue conversions, but your reports are always lagging because team members manually transfer customer records between platforms — automating both apps means every new deal updates your field service records instantly and your pipeline metrics stay current.
Field Dispatchers
You need to assign technicians as soon as deals close, but you find out about approved projects hours later when someone remembers to notify you — integrating these apps means new ConvergeHub deals instantly create jobs in Jobber so your team can dispatch without delay.
📋
Account Executives
You answer to clients who want immediate confirmation after signing agreements, but checking updates across separate platforms slows down your communication — this integration means every contract triggers immediate job scheduling so clients see prompt action.
📊
Operations Managers
The volume of incoming deals is too high for anyone to keep up with manual scheduling and client creation without making mistakes — connecting these apps means every customer record flows seamlessly into operations without manual intervention.
🔧
Service Supervisors
You own the job execution phase and depend on sales teams to hand over project details accurately, but details frequently get lost in translation — with this integration, complete deal information passes directly from ConvergeHub to Jobber for execution.
🗂️
Finance Specialists
You need a reliable history of billable work and keep finding gaps where completed deals were never logged in invoicing systems — automating both platforms means every operational event corresponds correctly to your records.
Our team

Ready Workflows 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 ConvergeHub + Jobber

Build and manage your ConvergeHub + Jobber automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect ConvergeHub + Jobber with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
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
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
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
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
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?

How Integrately Works?

1
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect ConvergeHub to Jobber?
Frequently Asked Questions
You can connect ConvergeHub to Jobber instantly using 1-click workflows on Integrately, or use Integrately AI to build custom multi-step sequences across your favorite apps like Slack, QuickBooks Online, and Gmail.
Can I automatically create Jobber jobs when ConvergeHub deals are created?
Frequently Asked Questions
Can I connect ConvergeHub, Jobber, and QuickBooks Online?
Frequently Asked Questions
What is a good Zapier alternative for ConvergeHub and Jobber?
Frequently Asked Questions
How are customer contact details synced between ConvergeHub and Jobber?
Frequently Asked Questions
Can I update ConvergeHub deals when Jobber jobs are completed?
Frequently Asked Questions
Do I need coding skills to automate ConvergeHub and Jobber?
Frequently Asked Questions
Is the ConvergeHub and Jobber integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect ConvergeHub or Jobber With 1500+ Other Apps

ConvergeHub
Popular ConvergeHub Integrations
Connect ConvergeHub to CRMs, email marketing tools, and analytics platforms to manage and follow up on your customer relationships.
Jobber
Popular Jobber Integrations
Sync Jobber with accounting, project management, and scheduling tools to keep your field service operations running smoothly.
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Jobber Integrations arrow right
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