Jobber + Surefire Local Platform

Create leads in Surefire Local Platform from new clients in Jobber

Effortlessly manage your growing client base with this efficient workflow between Jobber and Surefire Local Platform. Once a new client is added in Jobber, this automation creates a lead within Surefire Local Platform, ensuring your sales team stays updated and organized. Streamline your client management process and focus on more critical tasks with this seamless integration.

When this happens...
New Client Created
Triggers when a client is created.
TriggerInstant
automatically do this!
Create Lead
Creates a lead from Zapier
ActionWrite

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Supported triggers and actions

What does this mean?

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
- Client
- First Name
- Last Name
- Email
- Phone
- Address
- Address2
- Address3
- City
- State
- Country
- Zip
- Notes
Action
Write

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
New Lead Received
Triggers when a new lead is created.
Trigger
Instant
Try It

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.

Help

Related categories

Scheduling & Booking

About Surefire Local Platform

All-in-one marketing platform helping local businesses manage their leads, online reviews, business listings ads and local search results all in one place.

Help

Related categories

Marketing

Related Zap Templates

Create Jobber clients from new Surefire Local Platform leads

Generate new leads in Surefire Local Platform when new requests are made in Jobber

Create new Surefire Local Platform leads from new Jobber clients

Jobber + Surefire Local Platform

Create leads in Surefire Local Platform from new clients in Jobber

New Client Created

New Invoice Created

Job Closed

Job Updated

New Quote Created

New Request Created

Add Tags to Client

Create Quote

Title

Create Request

Title

Find or Create Client

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

Create Lead

Client

First Name

Last Name

Email

Phone

Address

Address2

Address3

City

State

Country

Zip

Notes

Client Updated

Invoice Updated

New Job Created

Quote Approved

Quote Sent

Create Client

First Name

Last Name

Company Name

Email Address

Phone Number

Street 1

Street 2

City

State/Province

Country

Zip/Postal Code

Create Job

Title

Instructions

Start Date (yyyy-mm-dd)

Start Time (hh:mm:ss)

End Time (hh:mm:ss)

Add Note to Request

Find Client

Client Search Term (eg. name, email, or company name)

New Lead Received

About Jobber

Related categories

About Surefire Local Platform

Related categories

Related Zap Templates

Related Zap Templates