Jobber + Ontraport Integration

Q: Can I automatically sync new Jobber clients to my Ontraport CRM?

New Jobber clients appear in your Ontraport CRM instantly with automated workflows. You can activate a ready template in one click or configure custom field mapping using Integrately AI.

Q: Can I connect Jobber, Ontraport, and Slack?

You can connect Jobber, Ontraport, and Slack to trigger team channel alerts whenever new jobs or client updates occur. Integrately supports multi-step workflows connecting Jobber, Ontraport, Slack, and 1,500+ other apps.

Q: What is a good Zapier alternative for Jobber and Ontraport?

Integrately is a top-rated alternative for Jobber and Ontraport integrations, offering 20 million+ ready templates, 24/5 live chat support, and AI-assisted workflow building at 3x to 10x lower cost.

Q: How does Jobber handle client data syncing in this integration?

Client data created or updated in Jobber syncs automatically to your destination app. There is a ready workflow available to streamline your Jobber and Ontraport integration effortlessly.

Q: How are Ontraport contacts updated through Jobber events?

Ontraport contacts are updated automatically when jobs are completed or created in Jobber. You can set up this connection using the Jobber and Ontraport integration without writing any code.

Q: Can I automate Jobber and Ontraport without coding skills?

Jobber and Ontraport can be fully automated without writing any code. You can use ready templates or ask Integrately AI to build the exact workflow for you.

Q: Is the Jobber and Ontraport integration free?

The Jobber and Ontraport integration is available on Integrately with a free forever plan. You can start building automations instantly and upgrade as your business scales.

Integrate Jobber to Ontraport in one click, or tell Integrately AI how you want each job handled. Create contacts, log transactions, track sales funnels, and trigger marketing follow-ups automatically.

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Free forever.

Use premium features free for 14 days.

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
Contact is created in Ontraport
Tag is added in Ontraport Instant
Tag is removed in Ontraport Instant
Form is submitted in Ontraport Instant
Transaction is created in Ontraport
Form is created in Ontraport
Group is created in Ontraport

Get invoice notes in Jobber
Create job in Jobber
Create request in Jobber
Get client notes in Jobber
Get request notes in Jobber
Add attachment to request 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 property in Jobber
Create client in Jobber
Search client in Jobber
Create transaction in Ontraport
Update product in Ontraport
Search product by name in Ontraport
Create product in Ontraport
Create contact in Ontraport
Update contact in Ontraport
Search contact in Ontraport
Get transaction by Id in Ontraport
Search campaign in Ontraport

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Ready Workflows for Jobber + Ontraport Integration

Capture field service client details, create matching CRM contacts, log transactions, track sales funnels, and trigger email marketing campaigns, all in just one click.

Create Ontraport contact for new Jobber event

To best take advantage of every new Jobber event, it is essential to have a strong marketing campaign in Ontraport in place. This will help ensure that potential customers are aware of the event and can easily find information about it.

By taking the time to create a robust Ontraport contact list, businesses can maximize their chances of success with Jobber event.

Activate

Create Jobber event for new Ontraport contact

Ontraport + Jobber Integration

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1of1

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

Connect more apps to your Jobber + Ontraport flow

Extend your core automation with financial records, email broadcasts, calendar bookings, and team alerts. Pick a combination and activate it in one click.

QuickBooks Online (4)

Mailchimp (4)

Calendly (4)

Google Calendar (4)

Stripe (4)

Slack (4)

Create a QuickBooks Online customer for every new Jobber job, and sync the contact to Ontraport

New Jobber jobs appear in QuickBooks Online as customer records and update Ontraport instantly, keeping your financial and CRM data aligned.

When an invoice is created in Jobber, generate a QuickBooks Online invoice and update the Ontraport transaction

Invoices raised in Jobber automatically generate corresponding QuickBooks Online records and update Ontraport transaction details without manual exporting.

Update QuickBooks Online customer details when a Jobber client is updated, and sync changes to Ontraport

Client updates made in Jobber automatically update QuickBooks Online customer profiles and push the latest details into Ontraport.

Create a QuickBooks Online estimate from a Jobber quote, and log the details in Ontraport

Jobber quotes automatically generate QuickBooks Online estimates and record the details in Ontraport for streamlined sales tracking.

Add every new Jobber client as an Ontraport contact and subscribe them to a Mailchimp list

New Jobber clients join your Ontraport CRM and Mailchimp mailing list instantly, ensuring no subscriber is missed.

When a Jobber job is completed, tag the Ontraport contact and add them to a Mailchimp campaign

Completed jobs trigger Ontraport tag updates and enroll clients into targeted Mailchimp follow-up campaigns automatically.

Create an Ontraport contact when a Jobber request is submitted, and add the subscriber in Mailchimp

Service requests from Jobber create Ontraport contacts and add subscribers to Mailchimp for immediate outreach.

Update Ontraport contact records when Jobber quotes are approved, and sync subscribers to Mailchimp

Approved Jobber quotes update Ontraport CRM stages and synchronize subscriber lists in Mailchimp.

Create a Calendly event for new Jobber jobs, and record the appointment details in Ontraport

New Jobber jobs schedule corresponding Calendly events and log contact records in Ontraport seamlessly.

Update Ontraport contacts when Jobber client details change, and retrieve Calendly meeting notes

Client modifications in Jobber trigger Ontraport profile updates and pull relevant Calendly meeting details.

Create an Ontraport transaction and schedule a Calendly follow-up when a Jobber quote is created

Jobber quotes automatically generate Ontraport transaction records and schedule follow-up meetings in Calendly.

Log completed Jobber visits in Ontraport and update corresponding Calendly appointment records

Completed visits in Jobber update Ontraport history and modify Calendly appointment records automatically.

Create a Google Calendar event for new Jobber jobs, and record the contact in Ontraport

New Jobber jobs populate Google Calendar instantly while creating corresponding contact records in Ontraport.

Update Google Calendar events when Jobber quotes are modified, and update Ontraport records

Quote modifications in Jobber update Google Calendar schedules and synchronize contact data in Ontraport.

Record completed Jobber jobs in Ontraport and remove outdated Google Calendar reminder events

Completed Jobber jobs update Ontraport transaction statuses and clean up reminder events in Google Calendar.

Add new Jobber clients to Google Calendar events and create matching contacts in Ontraport

New Jobber clients are added as guests to Google Calendar events while creating new records in Ontraport.

Create a Stripe customer for new Jobber invoices, and log the transaction in Ontraport

Invoices generated in Jobber automatically set up Stripe customer records and record revenue in Ontraport.

Process charges in Stripe when Jobber jobs are completed, and log revenue in Ontraport

Completed Jobber jobs trigger Stripe charges and record successful payments in Ontraport automatically.

Update Stripe customer profiles when Jobber client details change, and sync updates to Ontraport

Client updates in Jobber modify Stripe customer billing profiles and update Ontraport records instantly.

Create a Stripe subscription when a Jobber quote is approved, and update Ontraport contacts

Approved Jobber quotes set up recurring billing in Stripe and update contact records in Ontraport.

Send a Slack channel alert when a new Jobber job is created, and log the contact in Ontraport

New Jobber jobs notify your team in Slack instantly while creating contact records in Ontraport.

Notify your team in Slack when a Jobber job is completed, and record the transaction in Ontraport

Completed jobs trigger celebratory Slack channel messages and record revenue transactions in Ontraport.

Post an update in Slack when a Jobber invoice is updated, and update Ontraport records

Invoice updates in Jobber alert your billing team in Slack and synchronize status changes in Ontraport.

Alert your sales channel in Slack when a Jobber request is created, and add an Ontraport contact

New service requests post alerts to Slack and create new lead records in Ontraport immediately.

Supported triggers and actions for Jobber and Ontraport

Mix and match to build the exact automation you need

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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Ontraport Triggers & Actions

Contact is created in Ontraport

Triggers the automation when a new contact is created

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Instant

Tag is added in Ontraport

Triggers the automation when a tag is added

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Instant

Tag is removed in Ontraport

Triggers the automation when a tag is added

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Instant

Form is submitted in Ontraport

Triggers the automation when a form is filled

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Transaction is created in Ontraport

Triggers the automation when a new transaction is created

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Form is created in Ontraport

Triggers the automation when a new form is created

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Group is created in Ontraport

Triggers the automation when a new group is created

Try it →

What can you automate with Jobber + Ontraport? Discover key workflows

Streamline your field service operations and marketing funnels with powerful automated data synchronization.

Get Started For Free

🔄

Sync Jobber jobs and Ontraport contacts automatically

Create a contact in Ontraport the moment a new job or client is created in Jobber. Eliminate manual data entry between your field service software and CRM.

📝

Capture every submitted client field and detail

Map complete client profiles, service addresses, and contact numbers from Jobber requests directly into Ontraport without losing custom fields.

🔔

Notify your team the moment work is booked

Trigger instant team notifications and task assignments in your messaging apps whenever a new Jobber job or quote approval comes in.

🔀

Route records based on submitted field criteria

Apply specific Ontraport tags or campaign assignments depending on the service type or quote value submitted in Jobber.

🔄

Keep your CRM updated as jobs change

Automatically update Ontraport contact details and transaction records whenever client information or project statuses change in Jobber.

🔍

Prevent duplicate records with smart search and update

Search existing Ontraport contacts before creating new records, ensuring clean database management across all your daily operations.

💰

Automate billing and transaction updates

Record payment transactions in Ontraport immediately when invoices are created or jobs are marked completed in Jobber.

💬

Extend your flow with Slack team alerts

Connect Jobber and Ontraport data directly to Slack channels to keep dispatchers, sales reps, and managers informed in real time.

And much more...

Who is Jobber + Ontraport integration for?

Field service professionals, marketers, and business owners eliminate manual data entry and keep customer records synchronized across scheduling and CRM systems.

Business analysts

Dispatch managers

Client success teams

Operations coordinators

Sales representatives

Finance managers

📈

Business analysts

You're reviewing revenue reports across platforms but your CRM totals only update when someone manually exports field data, so the transaction counts you're analysing against are always a few hours behind — with this integration, every new Jobber invoice updates your Ontraport records instantly and your reports stay current.

⚡

Dispatch managers

You're coordinating field technicians in Jobber while sales reps manage leads in Ontraport, but new client bookings take too long to reach the CRM — automating both apps means every new job creates a matching Ontraport contact immediately so your sales team can follow up without delay.

🤝

Client success teams

You're answering client inquiries about ongoing service history, but field notes in Jobber don't appear in Ontraport until end-of-day reviews, leaving you without context during calls — connecting these apps means every completed job updates client profiles in real time so your support staff always see accurate service records.

📊

Operations coordinators

You're handling high volumes of daily service requests and manually re-typing client details from Jobber into Ontraport, causing occasional data entry errors during busy weeks — with this integration, every new client submission populates your CRM automatically and eliminates clerical mistakes.

💼

Sales representatives

You're waiting on field teams to notify you when quotes are approved in Jobber before initiating Ontraport onboarding sequences, leading to missed engagement windows — this integration means every approved quote triggers CRM updates instantly so your onboarding emails go out right away.

📋

Finance managers

You're reconciling billing records between field invoices and CRM transactions, but manual logging often leaves gaps in your financial history — automating both apps means every Jobber invoice update syncs straight to Ontraport so your revenue logs remain complete and verifiable.

Try This Integration – No Code Needed

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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 Jobber + Ontraport

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

1,500+ apps connected

Connect Jobber + Ontraport 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 Jobber to Ontraport?

You can connect Jobber to Ontraport in 1-click using Integrately. Choose from ready-made templates or ask Integrately AI to build your custom workflow combining Jobber, Ontraport, and 1,500+ other apps.

Can I automatically sync new Jobber clients to my Ontraport CRM?

Can I connect Jobber, Ontraport, and Slack?

What is a good Zapier alternative for Jobber and Ontraport?

How does Jobber handle client data syncing in this integration?

How are Ontraport contacts updated through Jobber events?

Can I automate Jobber and Ontraport without coding skills?

Is the Jobber and Ontraport integration free?

Didn't find the answer you were looking for?

No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

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Jobber + Ontraport Integration

Integrate Jobber to Ontraport in one click, or tell Integrately AI how you want each job handled. Create contacts, log transactions, track sales funnels, and trigger marketing follow-ups automatically.

Trusted by experts at...

Ready Workflows for Jobber + Ontraport Integration

Capture field service client details, create matching CRM contacts, log transactions, track sales funnels, and trigger email marketing campaigns, all in just one click.

Create Ontraport contact for new Jobber event

Create Jobber event for new Ontraport contact

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

Connect more apps to your Jobber + Ontraport flow

Extend your core automation with financial records, email broadcasts, calendar bookings, and team alerts. Pick a combination and activate it in one click.

Supported triggers and actions for Jobber and Ontraport

Mix and match to build the exact automation you need

What can you automate with Jobber + Ontraport? Discover key workflows

Streamline your field service operations and marketing funnels with powerful automated data synchronization.

Who is Jobber + Ontraport integration for?

Field service professionals, marketers, and business owners eliminate manual data entry and keep customer records synchronized across scheduling and CRM systems.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Jobber + Ontraport

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

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

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

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Jobber + Ontraport Integration

Integrate Jobber to Ontraport in one click, or tell Integrately AI how you want each job handled. Create contacts, log transactions, track sales funnels, and trigger marketing follow-ups automatically.

Trusted by experts at...

Ready Workflows for Jobber + Ontraport Integration

Capture field service client details, create matching CRM contacts, log transactions, track sales funnels, and trigger email marketing campaigns, all in just one click.

Create Ontraport contact for new Jobber event

Create Jobber event for new Ontraport contact

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

Connect more apps to your Jobber + Ontraport flow

Extend your core automation with financial records, email broadcasts, calendar bookings, and team alerts. Pick a combination and activate it in one click.

Supported triggers and actions for Jobber and Ontraport

Mix and match to build the exact automation you need

What can you automate with Jobber + Ontraport? Discover key workflows

Streamline your field service operations and marketing funnels with powerful automated data synchronization.

Who is Jobber + Ontraport integration for?

Field service professionals, marketers, and business owners eliminate manual data entry and keep customer records synchronized across scheduling and CRM systems.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Jobber + Ontraport

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

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

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

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click