Create Jobber event for new Freshworks CRM (Freshsales Suite) contact
Freshworks CRM (Freshsales Suite) + Jobber Integration
Freshworks CRM (Freshsales Suite) + Jobber Integration
Integrate Freshworks CRM (Freshsales Suite) to Jobber in one click, or tell Integrately AI how you want each deal handled. Schedule field visits, update client records, alert your team, and track project milestones automatically.
Free forever.Use premium features free for 14 days.1.
Contact is created in Freshworks CRM (Freshsales Suite)- Contact is updated in Freshworks CRM (Freshsales Suite)
- Deal is updated in Freshworks CRM (Freshsales Suite)
- Deal is created in Freshworks CRM (Freshsales Suite)
- Task is created in Freshworks CRM (Freshsales Suite)
- Account is created in Freshworks CRM (Freshsales Suite)
- Account is updated in Freshworks CRM (Freshsales Suite)
Client is created in Jobber- 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
- Invoice is created in Jobber
- Quote approval is created in Jobber
- Quote is created in Jobber
2.
- Search contact in Freshworks CRM (Freshsales Suite)
- Create product in Freshworks CRM (Freshsales Suite)
- Create contact in Freshworks CRM (Freshsales Suite)
- Search contact by email in Freshworks CRM (Freshsales Suite)
- Update contact in Freshworks CRM (Freshsales Suite)
- Search contact by phone number in Freshworks CRM (Freshsales Suite)
- Get contact by id in Freshworks CRM (Freshsales Suite)
- Add note to a contact in Freshworks CRM (Freshsales Suite)
- Create task for contact in Freshworks CRM (Freshsales Suite)
- Delete contact in Freshworks CRM (Freshsales Suite)
- Create deal in Freshworks CRM (Freshsales Suite)
- Get deal by id in Freshworks CRM (Freshsales Suite)
- Search deal by name in Freshworks CRM (Freshsales Suite)
- Create task for deal in Freshworks CRM (Freshsales Suite)
- Add note to a deal in Freshworks CRM (Freshsales Suite)
- Update deal in Freshworks CRM (Freshsales Suite)
- Create or Update contact in Freshworks CRM (Freshsales Suite)
- Create account in Freshworks CRM (Freshsales Suite)
- Create task for an account in Freshworks CRM (Freshsales Suite)
- Get account by id in Freshworks CRM (Freshsales Suite)
- Search account by name in Freshworks CRM (Freshsales Suite)
- Add note to an account in Freshworks CRM (Freshsales Suite)
- Mark task as completed in Freshworks CRM (Freshsales Suite)
- Get task by id in Freshworks CRM (Freshsales Suite)
- Get client notes in Jobber
- Create client in Jobber
- Search property in Jobber
- Add attachment to request in Jobber
- Create job in Jobber
- Create request in Jobber
- Get request notes in Jobber
- Get invoice notes in Jobber
- Get quote notes 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
- Search client in Jobber
Trusted by experts at...
Ready Workflows for Freshworks CRM (Freshsales Suite) + Jobber Integration
Capture client requests, schedule jobs, update contact details, alert your team, and manage invoicing, all in just one click.
Most popular automations
Create Jobber event for new Freshworks CRM (Freshsales Suite) account
Freshworks CRM (Freshsales Suite) + Jobber Integration
Create Freshworks CRM (Freshsales Suite) task for new Jobber event
Creating task in Freshworks CRM (Freshsales Suite) 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 Freshworks CRM (Freshsales Suite) 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!
See moreWith the help of this integration, when an event is created, a task will be automatically created in Freshworks CRM (Freshsales Suite) 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!
Create Freshworks CRM (Freshsales Suite) 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 Freshworks CRM (Freshsales Suite).
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 Freshworks CRM (Freshsales Suite).
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.
See moreBut 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 Freshworks CRM (Freshsales Suite).
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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Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Freshworks CRM (Freshsales Suite) + Jobber flow
Sync customer data with accounting, marketing, scheduling, and messaging tools as your field service operations grow. Pick a combination and activate it in one click.
+
QuickBooks Online (4)
QuickBooks Online (4) +
Mailchimp (4)
Mailchimp (4) +
Google Calendar (4)
Google Calendar (4) +
Twilio (4)
Twilio (4) +
Stripe (4)
Stripe (4) +
Zapier (4)
Zapier (4) F
J
Q
Create a Jobber job when a Freshworks CRM (Freshsales Suite) deal is created, and create an invoice in QuickBooks Online
New Freshworks CRM (Freshsales Suite) deals instantly generate a Jobber job and a QuickBooks Online invoice, eliminating manual data entry across systems.
J
F
Q
When a Jobber client is created, create a contact in Freshworks CRM (Freshsales Suite), and create a customer in QuickBooks Online
Every new Jobber client updates Freshworks CRM (Freshsales Suite) and QuickBooks Online automatically so client records stay current everywhere.
J
F
Q
When a Jobber job is completed, update the deal in Freshworks CRM (Freshsales Suite), and create a sales receipt in QuickBooks Online
Completed Jobber jobs update your Freshworks CRM (Freshsales Suite) pipeline and generate QuickBooks Online receipts automatically.
J
C
F
Q
Use ChatGPT to summarise client requirements from Jobber requests, create a Freshworks CRM (Freshsales Suite) deal, and create a QuickBooks Online estimate
ChatGPT extracts key project details from Jobber requests to generate a Freshworks CRM (Freshsales Suite) deal and a QuickBooks Online estimate.
Supported triggers and actions for Freshworks CRM (Freshsales Suite) and Jobber
Mix and match to build the exact automation you need
Freshworks CRM (Freshsales Suite) Triggers & Actions
Contact is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new contact is created
Try it → Contact is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a contact is updated
Try it → Deal is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is updated
Try it → Deal is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is created
Try it → Task is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new task is created
Try it → Account is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new account is created
Try it → Account is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when an account is updated
Try it → Jobber Triggers & Actions
What can you automate with Freshworks CRM (Freshsales Suite) + Jobber?
Streamline your entire customer journey from initial sales lead to completed field service job and final invoice.
🚀
Turn closed deals into scheduled field jobs automatically
The moment a deal is won in Freshworks CRM (Freshsales Suite), a corresponding job is scheduled in Jobber. Your field operations begin immediately without manual scheduling delays.
📝
Capture every submitted request field accurately
Map all available details from Jobber client requests into your Freshworks CRM (Freshsales Suite) records instead of just basic names. Your sales team gets complete project context.
🔔
Alert your field team the second a deal closes
Notify dispatchers and technicians instantly when a new sales agreement is reached in Freshworks CRM (Freshsales Suite). Crews arrive prepared with the right equipment.
🔀
Route tasks differently based on submitted request criteria
Send high-value inquiries to senior technicians while routine service requests follow standard dispatch workflows. Automation handles the sorting effortlessly.
🔄
Keep client contact details synchronized across platforms
When a client updates their phone number or address in Jobber, the matching contact in Freshworks CRM (Freshsales Suite) updates instantly. Data stays accurate everywhere.
🔍
Search and update records to prevent duplicate profiles
Check existing databases before creating new entries so repeat clients never generate duplicate contacts or conflicting deal records in your systems.
💳
Handle later job status changes and final invoicing
When a Jobber job is completed or closed, trigger deal stage updates in Freshworks CRM (Freshsales Suite) and generate billing documents automatically.
📊
Extend your workflow to accounting and marketing apps
Connect QuickBooks Online, Mailchimp, or Google Calendar to your Freshworks CRM (Freshsales Suite) and Jobber core flow for complete business visibility.
And much more...
Who is Freshworks CRM (Freshsales Suite) + Jobber integration for?
Connecting sales pipelines with field service execution empowers teams to eliminate manual handoffs, accelerate billing cycles, and maintain accurate client records across departments.
Sales Directors
Dispatch Managers
Field Service Owners
Customer Support Teams
Field Technicians
Account Executives
📈
Sales Directors
You're reviewing revenue forecasts in Freshworks CRM (Freshsales Suite) but field job completions only sync after manual end-of-week spreadsheets are compiled, so your pipeline reports are always outdated — automating both apps means every closed deal and completed job updates your metrics instantly.
⚡
Dispatch Managers
You need to dispatch field technicians the moment a sales deal closes in Freshworks CRM (Freshsales Suite), but manual handoffs leave crews waiting and clients frustrated — with this integration, every new deal creates a Jobber job instantly and dispatches your team without delay.
🤝
Field Service Owners
You answer to clients asking for real-time progress updates on scheduled visits, but your team spends hours cross-referencing sales notes and job sheets — connecting these apps means client inquiries are answered immediately with accurate job statuses.
📋
Customer Support Teams
The volume of inbound client requests is too high for anyone to keep up by hand, leading to missed follow-ups between initial contact and job scheduling — automating both apps means every request generates a contact and job ticket automatically.
🔧
Field Technicians
You own the on-site service delivery and depend on sales reps to hand over complete client details from Freshworks CRM (Freshsales Suite), but missing notes cause delays on location — with this integration, every job record arrives fully populated with deal history.
🗂️
Account Executives
You need a reliable history of client interactions across sales and field service, but keep finding gaps between CRM notes and Jobber invoices — automating both apps means every client touchpoint is recorded accurately across your entire tech stack.
Did you know?
Our team can create automations for you... At no extra cost!
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Why choose Integrately to automate Freshworks CRM (Freshsales Suite) + Jobber
Build and manage your Freshworks CRM (Freshsales Suite) + Jobber automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Freshworks CRM (Freshsales Suite) + 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.
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Frequently Asked Questions
How do I connect Freshworks CRM (Freshsales Suite) to Jobber?
You can connect Freshworks CRM (Freshsales Suite) to Jobber in one click using ready-made templates or ask Integrately AI to build custom workflows linking QuickBooks Online, Mailchimp, and 1,500+ other apps.
Can I automatically create Jobber jobs from Freshworks CRM (Freshsales Suite) deals?
Can I connect Freshworks CRM (Freshsales Suite), Jobber, and QuickBooks Online?
What is a good Zapier alternative for Freshworks CRM (Freshsales Suite) and Jobber?
How are contact updates handled between Freshworks CRM (Freshsales Suite) and Jobber?
Can I schedule calendar events when a Jobber job is created?
Do I need coding skills to automate Freshworks CRM (Freshsales Suite) and Jobber?
Is the Freshworks CRM (Freshsales Suite) and Jobber integration free?
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