Jobber + Pipedrive
Create new Pipedrive deals when new quote approvals occur in Jobber
Stay on top of your sales process with this efficient workflow. As soon as a new quote gets approved in Jobber, a deal will immediately be created in Pipedrive. This helps ensure no potential sales slip through the cracks and assists in maintaining a strong pipeline of opportunities.
Stay on top of your sales process with this efficient workflow. As soon as a new quote gets approved in Jobber, a deal will immediately be created in Pipedrive. This helps ensure no potential sales slip through the cracks and assists in maintaining a strong pipeline of opportunities.
- When this happens...
Quote ApprovedTriggers when a quote is approved
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create DealCreates a new deal.
ActionWriteCreate a new record or update an existing record in your app.
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New Client Created
Triggers when a client is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice Created
Triggers when an invoice is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job Closed
Triggers when a job is closed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job Updated
Triggers when a job is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Quote Created
Triggers when a quote is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Request Created
Triggers when a request is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Client IDRequired
Tags to AddRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ClientRequired
Title
Number of line itemsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ClientRequired
Title
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Organization
Triggers when an existing organization is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planPersonRequired
LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Organization
Assign To
Person
Deal
Lead
Is done?
Type
Use combined date and time field?
Duration
Free/Busy
Note
Public Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File NameRequired
Deal
Person
Organization
Product
Activity ID
Note ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Person
Organization
Owner
Note
Pin Note to Lead?
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Owner
Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Code
Unit
Tax percentage
Is active?
Owner
Currency
Price
Cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
ProjectRequired
Description
Done
Due Date
Assignee
Parent Task
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Title
Status
Stage
Owner
Organization
Person
Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Owner
Name
Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Title
Project Board
Project Phase
Description
Status
Owner
Start Date
End Date
Deals
Organization
Person
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appPerson
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Product(s)
Finds a product or products by name, ID, or product code (with line item support).
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TermRequired
Exact Match?
Assignee
Project
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appSubjectRequired
Search Type
Assign To
Type
Filter
Is done?
Organization
Person
Deal
Lead
Use combined date and time field?
Duration
Free/Busy
Note
Public Description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundField to Search By
Term to search forRequired
Search for an Exact Match?
TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
NameRequired
Owner
Address
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch termRequired
NameRequired
Code
Unit
Tax percentage
Is active?
Owner
Currency
Price
Cost
Overhead Cost
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Client Updated
Triggers when a client is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Updated
Triggers when a invoice is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Job Created
Triggers when a job is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Quote Approved
Triggers when a quote is approved
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Quote Sent
Triggers when a quote is sent
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.First Name
Last Name
Company Name
Email Address
Phone Number
Street 1
Street 2
City
State/Province
Country
Zip/Postal Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Request IDRequired
MessageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client Search Term (eg. name, email, or company name)
ActionThis is an event a Zap performs.SearchFind existing data in your appNew Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggers when a Lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Project
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFilter By
Field to Watch for Changes On
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DealRequired
ProductRequired
PriceRequired
QuantityRequired
Discount
Discount Type
Comments
Is enabled?
Tax Method
Tax Percentage
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FollowerRequired
What to add follower to?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
Deal
Pin note on specified deal?
Person
Pin note on specified person?
Organization
Pin note on specified organization?
Lead
Pin note on specified lead?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Project Template
Project BoardRequired
Project PhaseRequired
Description
Status
Owner
Start Date
End Date
Deals
Organization
Person
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ActivityRequired
Subject
Organization
Assign To
Person
Deal
Lead
Is Done?
Type
Use combined date and time field?
Duration
Free/Busy
Note
Public Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Title
Owner
Organization
Person
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Name
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TaskRequired
Title
Project
Description
Done
Due Date
Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Search Type
Assigned To
Type
Filter
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search By
Term to search forRequired
Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appNote IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch termRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
Search TermRequired
Exact Match
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
TitleRequired
Person
Organization
Owner
Note
Pin Note to Lead?
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
NameRequired
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundField to Search ByRequired
Search TermRequired
Exact Match
TitleRequired
Project Template
Project BoardRequired
Project PhaseRequired
Description
Status
Owner
Start Date
End Date
Deals
Organization
Person
Labels
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Jobber
Related categories
About Pipedrive
Related categories
Related Zap Templates
- Create new Pipedrive deals from new Jobber quotes
- Add new Pipedrive people to Jobber clients list
- Create Jobber clients from new Pipedrive organizations effortlessly
- Add new Jobber clients to Pipedrive as people
- Create Jobber clients from new Pipedrive leads for seamless lead management
- Create Jobber clients from new Pipedrive activities
- Create new Jobber clients from matching Pipedrive deals effortlessly
- Create new Jobber clients from new Pipedrive persons
- Create new Pipedrive deals from new Jobber clients
- Create new Pipedrive persons from new Jobber requests
- Create new Pipedrive deals from new Jobber requests
- Create new Jobber clients from new Pipedrive people
- Turn new Jobber clients into leads in Pipedrive
- Create new Jobber clients from updated deal stages in Pipedrive
- Create new Jobber clients from new Pipedrive deals