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 want to see additional things from the Jobber/CallRail integration. Unless I am not saying it correctly, I am unable to get an auto-generated Jobber request from a telephone voicemail in CallRail. I take in leads from many sources and one of them, a website for deck installation and repair is keyed so I am the only affiliate. I’ve entered my CallRail credentials and and although a dashboard of my CallRail data will appear, no request records were actually generated inside Jobber. So I took it a step further and placed a call and left a voicemail requesting deck construction estimate with a call back. Still nothing was generated inside Jobber. It would be great if Jobber could auto generate that request and save me the time from cutting and pasting or listening to the various voicemails in order to get request details.
Hey gooddrum ! You're right, the direct Jobber/CallRail integration doesn't automatically create requests from voicemails. This is because the integration is designed to work with completed calls, and voicemails, by their nature, are not considered completed calls in this context.
However, there's a workaround! You can set up an automated workflow, for example, using Zapier. This workflow would:
- Periodically check CallRail for voicemails (or even missed calls).
- For each voicemail found, it would search Jobber for the client based on the phone number.
- Then, it would create a new request in Jobber and add a note to that request with details from the call, such as a link to the voicemail recording.
This method effectively automates the process of getting voicemail details into Jobber, saving you the manual effort.
You can find more details and a visual explanation in the links below. Hopefully this help! Feel free to reach out if you have any questions.
Diagram
Video
Hi Randy_Warner and thank you so much for the heads up on this workaround. It is actually mission-critical for me to complete this and get the call rail data into Jobber. I have been trying to work with Jkpobber Support,but I get the hint no one at Jobber really knows the depths of the Callrail integration let alone Zapiers involvement. I tried testing a Zap myself to automate the client creation then request creation based on it and got hung up. It was talking about Null values but I really dont know too much about programming a and field mapping - just enough to be dangerous - lol.
I'm really hoping someone at Jobber Support can finish this thing off. I am forced to spend hours a week going through the callrail emails I get in order to follow up and manage the estimate process - torture. Help OBwan Randy your my last hope!!
Hey gooddrum . Feel free to shoot me a DM here in the community and I can jump on a Zoom call with you to sort this out. Shouldn't take long if you've already started!
I just hired Brionne Moss at Workflow Minds to handle a custom Jobber API and she is crushing it. We weren't using Call Rail, but a different integration issue. She knows Jobber pretty well and I would bet she can help you. Good luck!
