Connect Jobber and Freshsales Classic to Build Intelligent Automations
Choose a Trigger
When this happens...
New Client Is Created
Client Is Updated
Client Is Deleted
New Invoice Is Created
Invoice Updated
New Job Is Created
Job Is Closed
Job Is Updated
New Quote Is Created
Quote Approved
Quote Sent
New Request Created
Choose an Action
Automatically do this!
Find Account
Find Contact
Create Account
Create Contact
Update Account
Update Contact
Create Or Update Contact
Create Deal
Update Deal
Add a Note
Create Lead
Find Lead
Update Contact Lifecycle Stage
Update Lead
Ready to use Jobber and Freshsales Classic automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Client Is Created
Runs when new client is created
Client Is Updated
Runs when client is updated
Client Is Deleted
Runs when Client Is Deleted
New Invoice Is Created
Runs when New Invoice Is Created
Invoice Updated
Runs when invoice is updated
New Job Is Created
Runs when new job is created
Do thisActions
Action is the task that follows automatically within your Jobber integrations.
Find Account
Finds an account by name or ID.
Find Contact
Finds an existing contact by email or ID.
Create Account
Creates a new account in Freshsales Classic.
Create Contact
Create a new contact.
Update Account
Updates an existing account.
Update Contact
Updates an existing contact in Freshsales Classic.
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Frequently Asked Questions
To start, connect both your Jobber and Freshsales Classic accounts to viaSocket. Once connected, you can set up a workflow where an event in Jobber triggers actions in Freshsales Classic (or vice versa).
Absolutely. You can customize how Jobber data is recorded in Freshsales Classic. This includes choosing which data fields go into which fields of Freshsales Classic, setting up custom formats, and filtering out unwanted information.
The data sync between Jobber and Freshsales Classic typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Jobber and Freshsales Classic. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Jobber
Jobber is the command centre for home service businesses. Our easy-to-use app powers sales, operations, and customer service—all in one place.
Learn MoreAbout Freshsales Classic
Freshsales Classic is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.
Learn More
