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Groundwork + Jobber

Create Jobber clients from newly submitted Groundwork forms

Streamline your client onboarding process by connecting Groundwork and Jobber apps. With this workflow, every time a new kickoff form is submitted in Groundwork, a client will be created in Jobber. Save time and improve efficiency by eliminating the need for manual data entry and ensuring accurate client information across both platforms.

Streamline your client onboarding process by connecting Groundwork and Jobber apps. With this workflow, every time a new kickoff form is submitted in Groundwork, a client will be created in Jobber. Save time and improve efficiency by eliminating the need for manual data entry and ensuring accurate client information across both platforms.

  1. When this happens...
    GroundworkGroundwork
    New Kickoff Form Submitted

    Triggers when a lead kickoff form is completed.

    TriggerScheduled
  2. automatically do this!
    JobberJobber
    Create Client

    Creates a new client.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Survey

    Trigger
    Scheduled
    Try It
    • SurveyRequired

    • First NameRequired

    • Last NameRequired

    • EmailRequired

    • PhoneRequired

    • Defer Survey

    • Send Survey At

    • Street Number 1

    • Street Number 2

    • City

    • State

    • Zip

    Action
    Write
  • Jobber triggers, actions, and search

    Client Updated

    Triggers when a client is updated

    Trigger
    Instant
    Try It
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About Groundwork

Groundwork is a virtual sales tool for contractors so they can stop wasting time on bad leads.

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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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