CallRail + Jobber

Create Jobber clients when new CallRail phone calls start

Efficiently manage your sales and customer relationships with this seamless workflow that connects CallRail and Jobber. When a phone call starts in CallRail, a new client will be created in Jobber, helping you maintain an organized database and save valuable time. Stay on top of your client interactions and ensure no potential customer slips through the cracks.

When this happens...
Phone Call Started
Triggers when an inbound phone call is started.
TriggerInstant
automatically do this!
Create Client
Creates a new client.
ActionWrite

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Supported triggers and actions

- AccountRequired
- CompaniesRequired
Trigger
Instant
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- AccountRequired
- CompanyRequired
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Instant
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- AccountsRequired
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Instant
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- AccountRequired
- CompaniesRequired
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Instant
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- AccountRequired
- CompaniesRequired
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Instant
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- AccountRequired
- CompaniesRequired
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Instant
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- AccountsRequired
Trigger
Instant
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Client Updated
Triggers when a client is updated
Trigger
Instant
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Invoice Updated
Triggers when a invoice is updated
Trigger
Instant
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New Job Created
Triggers when a job is created.
Trigger
Instant
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Quote Approved
Triggers when a quote is approved
Trigger
Instant
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Quote Sent
Triggers when a quote is sent
Trigger
Instant
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- First Name
- Last Name
- Company Name
- Email Address
- Phone Number
- Street 1
- Street 2
- City
- State/Province
- Country
- Zip/Postal Code
Action
Write
- ClientRequired
- Title
- Instructions
- Start Date (yyyy-mm-dd)
- Create VisitsRequired
- Start Time (hh:mm:ss)
- End Time (hh:mm:ss)
- Invoicing ScheduleRequired
- Number of line itemsRequired
Action
Write
- Request IDRequired
- MessageRequired
Action
Write
- Client Search Term (eg. name, email, or company name)
Action
Search

- AccountRequired
- CompaniesRequired
Trigger
Instant
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- AccountRequired
- CompaniesRequired
Trigger
Instant
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- AccountRequired
- CompaniesRequired
Trigger
Instant
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- AccountRequired
- CompaniesRequired
Trigger
Instant
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- AccountRequired
- CompaniesRequired
Trigger
Instant
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- AccountRequired
- CompaniesRequired
Trigger
Instant
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New Client Created
Triggers when a client is created.
Trigger
Instant
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New Invoice Created
Triggers when an invoice is created.
Trigger
Instant
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Job Closed
Triggers when a job is closed
Trigger
Instant
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Job Updated
Triggers when a job is updated
Trigger
Instant
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New Quote Created
Triggers when a quote is created.
Trigger
Instant
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New Request Created
Triggers when a request is created.
Trigger
Instant
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- Client IDRequired
- Tags to AddRequired
Action
Write
- ClientRequired
- Title
- Number of line itemsRequired
Action
Write
- ClientRequired
- Title
Action
Write
- Client Search Term (eg. name, email, or company name)
- First Name
- Last Name
- Company Name
- Email Address
- Phone Number
- Street 1
- Street 2
- City
- State/Province
- Country
- Zip/Postal Code
Action
Search or write

About CallRail

CallRail is an analytics platform designed for those who rely on quality calls and inbound leads to measure success.

Learn more

Related categories

Call Tracking

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.

Related categories

Scheduling & Booking

CallRail + Jobber

Create Jobber clients when new CallRail phone calls start

Supported triggers and actions

Phone Call Completed

Phone Call Started

Company Created

Form Capture Tagged

Session Tracker Created

SMS Sent

User Created

Client Updated

Invoice Updated

New Job Created

Quote Approved

Quote Sent

Create Client

Create Job

Add Note to Request

Find Client

Phone Call Marked as Spam

Phone Call Tagged

Form Captured

Outbound Call Completed

SMS Received

Source Tracker Created

New Client Created

New Invoice Created

Job Closed

Job Updated

New Quote Created

New Request Created

Add Tags to Client

Create Quote

Create Request

Find or Create Client

About CallRail

Related categories

About Jobber

Related categories