Jobber + Pipedrive Integration

Integrate Jobber to Pipedrive in one click, or tell Integrately AI how you want each job handled. Create a deal, update your CRM records, schedule follow-ups, and alert your team automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Jobber
    Invoice is updated in Jobber
  • Jobber
    Job is completed in Jobber
  • Jobber
    Request is created in Jobber
  • Jobber
    Time sheet entry is created in Jobber
  • Jobber
    Client is updated in Jobber
  • Jobber
    Job is created in Jobber
  • Jobber
    Job is closed in Jobber
  • Jobber
    Client is created in Jobber
  • Jobber
    Job is updated in Jobber
  • Jobber
    Quote is updated in Jobber
  • Jobber
    Invoice is created in Jobber
  • Jobber
    Quote approval is created in Jobber
  • Jobber
    Quote is created in Jobber
  • Pipedrive
    Project is created in Pipedrive Instant
  • Pipedrive
    Project is updated in Pipedrive Instant
  • Pipedrive
    Project is deleted in Pipedrive Instant
  • Pipedrive
    Activity is created in Pipedrive Instant
  • Pipedrive
    Activity is updated in Pipedrive Instant
  • Pipedrive
    Activity matches filter in Pipedrive
  • Pipedrive
    Deal is created in Pipedrive Instant
  • Pipedrive
    Deal is updated in Pipedrive Instant
  • Pipedrive
    Deal matches filter in Pipedrive
  • Pipedrive
    Deal stage is updated in Pipedrive Instant
  • Pipedrive
    Lead is created in Pipedrive Instant
  • Pipedrive
    Lead is updated in Pipedrive Instant
  • Pipedrive
    Note is created in Pipedrive Instant
  • Pipedrive
    Note is updated in Pipedrive Instant
  • Pipedrive
    Organization is created in Pipedrive Instant
  • Pipedrive
    Organization is updated in Pipedrive Instant
  • Pipedrive
    Organization matches filter in Pipedrive
  • Pipedrive
    Person is created in Pipedrive Instant
  • Pipedrive
    Person is updated in Pipedrive Instant
  • Pipedrive
    Person matches filter in Pipedrive
  • Pipedrive
    Product is added in Pipedrive Instant
  • Pipedrive
    Product is deleted in Pipedrive Instant
  • Pipedrive
    Product is updated in Pipedrive Instant
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2.

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Ready Workflows Ready Workflows for Jobber + Pipedrive Integration

Capture client requests, create deals, keep your CRM updated, alert your team, and track follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Jobber + Pipedrive Integration

Create Pipedrive person for new Jobber event

To best take advantage of every new Jobber event, it is essential to have a strong marketing campaign in Pipedrive 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 Pipedrive person list, businesses can maximize their chances of success with Jobber event.
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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 Jobber + Pipedrive flow

Sync financial data, trigger email campaigns, schedule meetings, and notify team channels as your workflows progress. Pick a combination and activate it in one click.

Jobber
Pipedrive
+
QuickBooks OnlineQuickBooks Online (4)
+
MailchimpMailchimp (4)
+
CalendlyCalendly (4)
+
GmailGmail (4)
+
StripeStripe (4)
+
SlackSlack (4)
J
Q
P
Create a QuickBooks Online invoice for every new job in Jobber, and create a deal in Pipedrive
New Jobber jobs instantly generate a QuickBooks Online invoice and a Pipedrive deal without manual data entry.
J
Q
P
When a Jobber invoice is created, create a customer in QuickBooks Online and update the Pipedrive organization
Keep your financial records and CRM accounts synchronized the moment an invoice is generated in Jobber.
J
Q
P
When a Jobber quote is updated, create an estimate in QuickBooks Online and update the Pipedrive deal
Quote modifications in Jobber automatically adjust financial estimates and CRM deal values.
J
Q
P
Create a QuickBooks Online payment record when a Jobber job is closed, and mark the Pipedrive deal as won
Closed jobs in Jobber automatically finalize accounting records and close out sales deals in Pipedrive.

Supported triggers and actions for Jobber and Pipedrive

Mix and match to build the exact automation you need

Jobber
Jobber Triggers & Actions
Invoice is updated in Jobber
Triggers when an invoice is updated
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Job is completed in Jobber
Triggers the automation when a job is marked as completed
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Request is created in Jobber
Triggers the automation when a new request is created
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Time sheet entry is created in Jobber
Triggers the automation when a time entry is created
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Client is updated in Jobber
Triggers when a client is updated
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Job is created in Jobber
Triggers the automation when a new job is created
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Job is closed in Jobber
Triggers the automation when a job is closed
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Client is created in Jobber
Triggers the automation when a new client is created
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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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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 quote notes in Jobber
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Get invoice notes in Jobber
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Get request notes in Jobber
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Get client notes in Jobber
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Create request in Jobber
Generates a new request
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Create job in Jobber
Creates a new job
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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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Get job notes in Jobber
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Close Job in Jobber
Close a job using the Job ID
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Create visit in Jobber
Create visit using the Job ID
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Update client in Jobber
Update client profile
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Get invoice noteattechments by ID in Jobber
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Create quote in Jobber
Generates a new quote
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Search client in Jobber
Searches for a client
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Pipedrive
Pipedrive Triggers & Actions
Instant
Project is created in Pipedrive
Triggers the automation when a new Project is added
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Instant
Project is updated in Pipedrive
Triggers the automation when a Project is updated
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Instant
Project is deleted in Pipedrive
Triggers the automation when a Project is deleted
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Instant
Activity is created in Pipedrive
Triggers the automation when a new activity is created
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Instant
Activity is updated in Pipedrive
Triggers the automation when an activity is updated
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Activity matches filter in Pipedrive
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Instant
Deal is created in Pipedrive
Triggers the automation when a deal is created
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Instant
Deal is updated in Pipedrive
Triggers the automation when a deal is updated
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Deal matches filter in Pipedrive
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Instant
Deal stage is updated in Pipedrive
Triggers the automation when a deal stage is updated
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Instant
Lead is created in Pipedrive
Triggers the automation when a new lead is created
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Instant
Lead is updated in Pipedrive
Triggers the automation when a new lead is created
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Instant
Note is created in Pipedrive
Triggers the automation when a new note is created
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Instant
Note is updated in Pipedrive
Triggers the automation when a note is updated
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Instant
Organization is created in Pipedrive
Triggers the automation when a new organization is created
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Instant
Organization is updated in Pipedrive
Triggers the automation when any organization's profile is modified
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Organization matches filter in Pipedrive
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Instant
Person is created in Pipedrive
Triggers the automation when a new person is created
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Instant
Person is updated in Pipedrive
Triggers the automation when a person's profile is updated
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Person matches filter in Pipedrive
Triggers the automation when a person matches a specified filter
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Instant
Product is added in Pipedrive
Triggers the automation when a new product is added
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Instant
Product is deleted in Pipedrive
Triggers the automation when a product is deleted
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Instant
Product is updated in Pipedrive
Triggers the automation when a product is updated
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Create activity in Pipedrive
Generates a new activity or task
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Update activity in Pipedrive
Updates the activity with the latest information
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Get activity by id in Pipedrive
Retrieves details of an activity using ID
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Delete activity in Pipedrive
Deletes an activity
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Create deal in Pipedrive
Generates a new deal
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Update deal in Pipedrive
Updates deal information based on new criteria or changes
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Search deal in Pipedrive
Searches for a deal
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Get deal by id in Pipedrive
Retrieves a deal by its id
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Convert deal to lead in Pipedrive
Converts a deal into a lead
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Get deal conversion status in Pipedrive
Retrieves the conversion status of a deal
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Add product to deal in Pipedrive
Adds selected product to a deal
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Get products of deal in Pipedrive
Retrieves products associated with a deal
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Add participant to deal in Pipedrive
Adds a participant to a deal
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Get Participants by Deal Id in Pipedrive
Retrieves participants associated with a deal id
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Create lead in Pipedrive
Generates new leads for potential customers
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Convert lead to deal in Pipedrive
Converts a lead into a deal
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Get lead conversion status in Pipedrive
Retrieves the conversion status of a lead
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Search lead in Pipedrive
Searches for a lead
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Delete deal in Pipedrive
Deletes a deal
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Create organization in Pipedrive
Generates a new organization
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Update organization in Pipedrive
Updates organization information
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Search organization in Pipedrive
Finds and retrieves information about a organization
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Get organization by id in Pipedrive
Retrieves details of an organization using ID
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Delete organization in Pipedrive
Deletes an organization
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Create person in Pipedrive
Generates a new person
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Update person in Pipedrive
Updates the information of a person
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Search person in Pipedrive
Retrieves information about a person
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Get person by id in Pipedrive
Retrieves a person's information by their id
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Delete person in Pipedrive
Deletes a person
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Create product in Pipedrive
Generates and launch new products
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Update product in Pipedrive
Updates product information
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Search product in Pipedrive
Searches for a product
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Get product by id in Pipedrive
Retrieves product information using its id
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Get product variations in Pipedrive
Retrieves variations of a product
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Delete product in Pipedrive
Deletes a product
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Add follower in Pipedrive
Increase your follower count
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Create note in Pipedrive
Creates a new note in the particular format
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Update note in Pipedrive
Updates a note with new information
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Search note in Pipedrive
Searches for a note
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Attach file in Pipedrive
Uploads and save the selected file to a task
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Get user by id in Pipedrive
Retrieves user information using their id
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Search user by email in Pipedrive
Searches for a user using email address
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Search user by name in Pipedrive
Searches for a user using the name
Try it →

What can you automate with Jobber + Pipedrive?

Streamline your field service operations and sales pipelines with robust, automated workflows.

What you can automate?
🔄
Create Pipedrive deals from Jobber jobs
Automatically generate a new deal in Pipedrive whenever a job is created in Jobber. Eliminate double-entry and keep your sales team aligned with field operations.
📝
Capture every submitted client detail
Map complete client profiles, property details, and request information from Jobber straight into Pipedrive fields without manual re-typing.
🔔
Alert your team instantly
Send instant notifications to your sales or dispatch channels when new Jobber quotes, requests, or client updates are received.
🔀
Route records based on quote value
Apply conditional logic to route high-value Jobber quotes to senior sales reps in Pipedrive while standard inquiries follow automated paths.
⏱️
Keep CRM records up to date
Automatically update Pipedrive organization and person records whenever client information changes in Jobber.
🔍
Search and update existing records
Prevent duplicate entries by searching for existing clients in Pipedrive before creating new records from Jobber activity.
Manage later status changes
Update Pipedrive deal stages to won automatically when Jobber jobs are completed, closed, or quotes are approved.
💬
Extend workflows to Slack
Connect Jobber and Pipedrive with Slack to broadcast deal updates and milestone achievements directly to your team.
And much more...

Who is Jobber + Pipedrive integration for?

Field service businesses and sales teams connecting Jobber and Pipedrive eliminate manual data entry, keep pipelines synchronized, and accelerate follow-ups.

Operations Managers
Operations Managers
Field Dispatchers
Field Dispatchers
Account Managers
Account Managers
Sales Directors
Sales Directors
Business Owners
Business Owners
Finance Leads
Finance Leads
📈
Operations Managers
You're tracking completed jobs in Jobber, but your CRM pipeline numbers never match because entries are logged manually after the fact — with this integration, every new job update creates a deal in Pipedrive instantly and your revenue reports stay accurate.
Field Dispatchers
You're scheduling client visits in Jobber, but sales reps find out about new requests hours later when someone remembers to update Pipedrive — with this integration, every new request creates a lead in Pipedrive immediately and your team acts without delay.
🤝
Account Managers
You're updating client contact details in Jobber, but your sales records in Pipedrive stay outdated until someone performs a manual audit — with this integration, every client update synchronizes across both platforms automatically.
📊
Sales Directors
You're managing high volumes of incoming quotes and estimates in Jobber, but tracking deal stages in Pipedrive by hand creates costly bottlenecks — with this integration, every quote update reflects in your sales pipeline without manual effort.
💼
Business Owners
You're closing field service jobs in Jobber, but depending on office staff to manually transition deals in Pipedrive leads to missed follow-ups — with this integration, closed jobs update your sales pipeline and trigger customer communications automatically.
🔍
Finance Leads
You're generating invoices in Jobber, but keeping your Pipedrive revenue records aligned requires constant cross-referencing between systems — with this integration, financial milestones and deal statuses stay perfectly synchronized.
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 Jobber + Pipedrive

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

1,500+ apps connected
1,500+ apps connected
Connect Jobber + Pipedrive 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
Select Automation
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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 Jobber to Pipedrive?
Frequently Asked Questions
You can connect Jobber to Pipedrive using 1-click setup on Integrately, alongside apps like QuickBooks Online, Slack, and Gmail. Pick a ready template or ask Integrately AI to build your exact workflow.
Can I automatically create a Pipedrive deal when a Jobber job is created?
Frequently Asked Questions
Can I connect Jobber, Pipedrive, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Jobber and Pipedrive?
Frequently Asked Questions
How does Jobber client data sync with Pipedrive?
Frequently Asked Questions
Can I update Pipedrive deal stages when Jobber jobs are completed?
Frequently Asked Questions
Do I need coding skills to automate Jobber and Pipedrive?
Frequently Asked Questions
Is the Jobber and Pipedrive integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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

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Sync Pipedrive with email, marketing, and reporting tools to keep your sales funnel active and transparent.
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