1.Captures new form response data
Integrate Google Forms and data mapping tools to capture submission fields for downstream client and job matching.
Create client record and schedule inspection visits from forms
Automatically capture new form submissions and map lead details across Google Forms and Jobber. Create and update a client and schedule inspection jobs when an inspection is requested—so you can prevent missed visits, speed up coordination, and avoid manual data entry.
How this automation schedules inspection visits
When a new form response requests on site service, coordination can stall and leads wait for manual booking. This automation captures submission data, finds or creates clients and tags them, then creates scheduled job and visit records—so your team can keep calendars current.
Google Formulareor swap with your favorite app
2.Finds client by email and phone
Integrate Jobber and contact indexing tools to detect existing clients and return a client ID when found.
Jobberor swap with your favorite app
3.Creates client on no match
Integrate Jobber and contact database tools to create a client when no email and phone match exists.
4.Adds lead and submission tags
Integrate Jobber and tagging tools to apply a lead label and submission type for coordinator filtering.
5.Continues only for inspection requests
Integrate Filter by Zapier and conditional logic tools to allow job creation only when an inspection is requested.
Filter von Zapieror swap with your favorite app
6.Creates job and schedules visit
Integrate Jobber and scheduling tools to create a job request and visit using the requested inspection date and time.
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Explore all customer site visit management automations
Coordinate customer site visits with automated scheduling, dispatch updates, and visit logging
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Schritt 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Schritt 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Schritt 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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