Overview
We’re excited to announce that the Platform now connects with Jobber! ?
This integration keeps client data aligned between operations (Jobber) and marketing (Platform) so teams can spend less time managing contacts and more time growing their business.
What’s new?
- Two-way sync for clients and contacts: First name, last name, email, phone, address, tags, lead source, Jobber client URL, and Jobber created date.
- Bulk deploy: Agency admins can install the Jobber app once and roll it out to multiple accounts.
- Snapshot included: Prebuilt workflows, email + SMS templates, and assets to get you up and running quickly.
- Historic + live sync: Select a start date for historic data import, then enjoy continuous syncing for new clients.
- Reliable matching: Sync is tied to the Jobber client ID, so even if emails/phones change, records stay linked.
How to use it as an Agency
- Open the App Marketplace in the Platform and install the Jobber app.
- Choose which accounts you’d like it deployed to.
- In each account, go to Installed Apps > Jobber and connect.
- During setup, pick a start date for the initial import (one-time setting).
- After import, new client data syncs automatically going forward.
Why this is important
Field service businesses can now seamlessly manage operations in Jobber while running marketing + sales in Platform—with no more duplicate data entry or mismatched client records. Agencies benefit from faster setup and consistent deployment across accounts.
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