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Jobber + HubSpot Integration

Jobber is field-service management software for home-service businesses. Our integration connects clients, requests, client companies and jobs with HubSpot, linking sold work in the CRM to jobs in the field.

Our Experience

Method:
custom build on Karana (iPaaS), two-way, with lifecycle rules (lead vs customer).
Built: Clients ↔ Contacts/Companies; Requests/Jobs → Deals; job, request and balance data → Custom Objects; HubSpot lead → Jobber client → scheduled job.

In plain terms: We've connected HubSpot and Jobber on our middleware so a new lead in HubSpot becomes a client in Jobber and gets scheduled, while jobs, requests and balances flow back into HubSpot. Simple lifecycle rules keep 'lead' and 'customer' straight across both systems, so a prospect isn't pushed into the field-service tool before they're actually won.
  • Field Service
  • Work orders
Planning a Jobber + HubSpot integration?

Tell us which Jobber systems, objects and workflows you need to connect. We'll recommend the right integration architecture, sync direction, and implementation approach.

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Data Sync Objects

HubSpot Object Jobber Object Direction
Contacts Client Two-way
Deals Request / Job External → HubSpot
Companies Client company External → HubSpot
Custom Objects Job / Quote data External → HubSpot

Use Cases

Lead-to-Job

A won HubSpot lead becomes a client in Jobber and gets scheduled automatically, so sales hands off to the field without anyone re-entering the customer.

HubSpot Lead → Jobber Client → Job Scheduled

Field Visibility in the CRM

Jobs, requests and balances flow back into HubSpot, so sales and office staff see field work and what's owed without opening Jobber.

Jobber Jobs, Requests & Balances → HubSpot

Clean Lead/Customer Handoff

Lifecycle rules keep 'lead' and 'customer' straight across both systems, so a prospect isn't pushed into the field-service tool before they're actually won.

HubSpot Lifecycle Rules → Jobber Handoff

Features

  • Two-way client sync
  • Request/job data
  • Balance & address fields
  • Built on Karana middleware
  • Lifecycle rules (lead vs customer)
  • Reporting in HubSpot

Frequently Asked Questions

  • How does the Jobber HubSpot integration work?

    Jobber is field-service management software. We build a custom integration on Karana (UTS iPaaS) syncing clients between HubSpot and Jobber (with lifecycle rules) and bringing job, request and balance data into HubSpot.

  • What data can I sync between Jobber and HubSpot?

    Clients ↔ Contacts/Companies (two-way), requests/jobs → Deals, and job/quote data → Custom Objects.

  • Can the integration be customized to our Jobber setup?

    Yes. Lifecycle rules, which job data syncs and direction are scoped to your Jobber setup.