I want to integrate Jobber with ____________?
Hey everyone! What have you wanted to integrate Jobber with but gotten stuck on? What application in the App Marketplace seems over your head but you would love to make it work? Drop a comment sta...
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I use RingCentral and Jobber completely separately but would like to integrate the two. I don't know where to start. My admin team finds RingCentral to be a lot more useful in tracking each lead in a task in Ringcentral and we have a discussion for each task there.
Hi CleanSweepInc ! Thanks for commenting. 😊
I made some assumptions here since you mentioned you were focused on Lead tracking. But I think this points to a larger issue in that Jobber really isn't designed to handle (client communication and internal communication). And for that matter, neither is RingCentral since a 'task' is associated to a conversation and not a customer/contact. Many people have found ways to work through this in Jobber by using notes on records (Requests, Quotes, etc.) however I have seen countless examples of information getting lost in notes though. This is where implementing even the most basic of CRMs could come in to act as a 'hub' for these type of records.
But back to your question...
I would suggest starting with a simple integration between Jobber and RingCentral that really begins with your Request form.
Steps
1) User completes your Request form (Jobber request form or an Adhesion Connect request form if you need advanced features)
2) Request is automatically created in Jobber
3) Details of the the Request trigger an integration in your chose integration platform (Make, Zapier, etc.)
4) Search and Locate (or Create) a Contact in RingCentral
5) Send a 'thank you' SMS to the Contact to begin the conversation in RingCentral
6) (optional) Create a Task for the conversation in RingCentral - I say this is optional only because it would require working with the RingCentral API as there isn't a native Zapier action for this.
I'm not certain of your current workflow however if any of this is being entered manually it doesn't have to be. All six steps I outlined above can be executed automatically simply when a prospective customer completes a Request form. I've outlined it visually below as well. Feel free to reply with any questions or any other thoughts on this or other integrations!