Forum Discussion
Best Jobber Automations
I just wanted to get a post going for these. They can be super powerful in your business and I feel like they don't get talked about enough sometimes. What are your best Jobber automations you have...
It gets expensive quickly. I am trying to figure out how to minimize the number of calls and triggers that cause Zapier to charge my card with every change in Jobber.
I definitely need this integration to keep my CRM up to date and to stay in contact with my clients. However, the margins in my industry do not allow for such luxuries.
To avoid these charges, I have to export my Jobber data to the CRM once a month. This ensures 100% accuracy and allows my marketing and updates to remain relevant to my clients.
Any advice on how to optimize this process would be greatly appreciated!
We use Jobber as our CRM, definitely makes it more streamlined and less steps.
