Connect WhatConverts to Jobber

Connecting WhatConverts to Jobber enables automatic syncing of job appointments and invoices from Jobber into WhatConverts, allowing you to track which marketing campaigns generate actual work and revenue. This native integration ties jobs and transactions back to your original lead's marketing attribution data.

Before You Begin

Make sure you have:

A Jobber account with active jobs or invoices
Edit Integration permissions in WhatConverts

Connect Jobber

Follow these steps to connect Jobber to WhatConverts:

From your WhatConvers profile go to “Tracking” in the top menu and select “Integrations”.
Click "CRMs".
Find "Jobber" in the list and click "Connect".

You'll be prompted to select which types of data you want to sync:
- Jobs. Check this box to sync scheduled jobs from Jobber as appointments in WhatConverts
- Invoices: Check this box to sync invoices from Jobber as transactions with sales values in WhatConverts
Click "Save" to activate the integration.
The integration will begin syncing data from Jobber to WhatConverts automatically.

Once connected, any new jobs or invoices created in Jobber will automatically appear in WhatConverts, tied to the original lead's marketing attribution data.

What Gets Synced

Jobs sync as Appointments

Job details and scheduling information
Customer information
Job status updates
Jobs are tied back to the original lead that generated the customer

Invoices sync as Transactions

Invoice amounts (sales values)
Payment status
Customer billing information
Transactions are connected to the marketing source that brought in the customer

View Your Connection

After connecting, you can view your integration status:

Follow Steps 1-2 in the Connect Jobber section above.
Click "View Details" to see:
- Connection status
- Which data types are being synced

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