Send Appointments (Requests) from Jobber to WhatConverts

Sending incoming requests from Jobber to WhatConverts allows you to track which marketing campaigns generate actual booked appointments. When requests are created or updated in Jobber, they automatically sync to WhatConverts as appointments and are tied back to the original lead's marketing attribution data.

This workflow uses the native Jobber integration to automatically sync request data, ensuring you can measure which ads, keywords, and campaigns drive customers who actually request service.

Before You Begin

Make sure you have already connected WhatConverts to Jobber and selected "Requests" during the connection setup. If you haven't set up the connection yet, follow the instructions in Connect WhatConverts to Jobber.

How Request Syncing Works

Once the integration is active, requests automatically sync from Jobber to WhatConverts:

1. Create a request in Jobber for a customer.
2. Request data syncs automatically to WhatConverts within minutes.
3. WhatConverts matches the request to the original lead based on customer information (phone number and email).
4. Marketing attribution is applied. The request appears in WhatConverts as an appointment with all the marketing data from the original lead that was tracked (source, campaign, keywords, landing page).
5. Reporting shows request attribution. You can now see which campaigns generated this appointment.

What Request Data Gets Synced

The following information syncs from Jobber requests to WhatConverts:

• Request scheduling date and time
• Customer information (name, phone, email, address)
• Request type and status

View Requests in WhatConverts

To see requests that have synced from Jobber:

1. From your WhatConverts profile, access the Lead Manager.
2. Filter by lead type "Appointment" to see all scheduled jobs.
3. Click on any appointment to view:
   • The original marketing source when using First-Click attribution (Google Ads, Facebook, organic search, etc.)
   • Campaign and keyword information
   • Landing page
   • Full customer journey timeline (Elite plans only)

Measure Request Attribution

With requests syncing from Jobber, you can now:

• Track cost per request. Calculate how much you spend on ads to generate each service request
• Identify top-performing campaigns. See which keywords and ads generate the highest volume of incoming service requests
• Optimize ad spend. Shift budget toward campaigns that drive actual service requests, not just clicks
• Report to clients or stakeholders. Show clear ROI by connecting marketing spend directly to new service requests

Important Note About Attribution

Requests will only have marketing attribution if the customer was first tracked by WhatConverts. This typically happens when a customer:

• Calls a WhatConverts tracking number
• Submits a form on your tracked website
• Chats with you through a tracked chat widget
• Texts a tracked number

If a customer submits a request directly through Jobber without first contacting you through a tracked channel, the request will sync to WhatConverts as an appointment but won't have marketing attribution data.

Related Topics

• What is the Jobber Integration?
• Connect WhatConverts to Jobber
• Understand the Jobber Integration
• Send Transactions (Invoices) and Sales Value from Jobber to WhatConverts
• Validate and Troubleshoot Your Jobber Integration