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| 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 |
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 ScheduledJobs, 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 → HubSpotLifecycle 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 HandoffJobber 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.
Clients ↔ Contacts/Companies (two-way), requests/jobs → Deals, and job/quote data → Custom Objects.
Yes. Lifecycle rules, which job data syncs and direction are scoped to your Jobber setup.