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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 connect HubSpot and Jobber (field-service software) 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.
  • 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

HubSpot lead flows into HubSpot and on to job scheduled.

HubSpot lead → Jobber client → job scheduled

Field Visibility

Jobber jobs/balances flows into HubSpot.

Jobber jobs/balances → HubSpot

Lead-to-Job Handoff

HubSpot lead flows into HubSpot and on to scheduled job (lifecycle rules).

HubSpot lead → Jobber client → scheduled job (lifecycle rules)

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.