Jobber + Surefire Local Platform integrations
Create Jobber clients from new Surefire Local Platform leads
Efficiently manage your new leads from Surefire Local Platform by automatically creating clients in Jobber. This workflow is triggered when a new lead is received, ensuring a seamless transfer of their information into Jobber for an organized and streamlined lead management process. Save time and stay on top of your customer database with this powerful automation.
- When this happens...New Lead ReceivedTriggers when a new lead is created.
- automatically do this!Create ClientCreates a new client.
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More things you can do with Surefire Local Platform and Jobber
Discover other triggers and actions you can use with Surefire Local Platform and Jobber
- New Lead Received
Triggers when a new lead is created.
Try ItTriggerInstant - New Client Created
Triggers when a client is created.
Try ItTriggerInstant - New Invoice Created
Triggers when an invoice is created.
Try ItTriggerInstant - Job Closed
Triggers when a job is closed
Try ItTriggerInstant
- Client
- First Name
- Last Name
- Email
- Phone
- Address
- Address2
- Address3
- City
- State
- Country
- Zip
- Notes
ActionWrite- Client Updated
Triggers when a client is updated
Try ItTriggerInstant - Invoice Updated
Triggers when a invoice is updated
Try ItTriggerInstant - New Job Created
Triggers when a job is created.
Try ItTriggerInstant
Jobber is the command center for home service businesses. Our easy-to-use app powers sales, operations, and customer service—all in one place.
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