I want to integrate Jobber with ____________?

Hi Jorge_newimage​ . I'm always thinking about the simplest way to solve things. Do you currently have a computer connected to your TV that you want to display this on?

If so, could you have a "system user" logged in and have the schedule view from Jobber simply displayed that way? If so, you could then implement a browser auto-refresh solution every 5-15 minutes to make sure the display is always updated.

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:

1. Periodically check CallRail for voicemails (or even missed calls).
2. For each voicemail found, it would search Jobber for the client based on the phone number.
3. 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

Hey wesleyparker​ , great question! I totally understand the frustration which is why I developed AdhesionConnect. I went ahead and put together a diagram with a walkthrough video for you. This is totally possible using AdhesionConnect which you can start using for free. Let me know if you have any questions on how to get started. We provide an onboarding call when you sign up so we could even walk you through getting this going if needed. Hope this helps! 

Diagram

Walkthrough Video

Extra Resource - Understanding Webhooks

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!

https://community.getjobber.com/discussions/marketing-forum/automation-to-extract-job-photos-from-closed-jobs-/5256

I've chatted with techguysimon​ and he's capable of helping you get this.

Check out Crew Insight app in the marketplace. We made this integration due to experiencing the same issues you mentioned.

Hey ActualJeff​ ! You can get a lot of this information in real time using Zapier to begin building out your own database using tools such as Airtable. 

For the trigger events that aren't available (or if you have things like custom fields) you should use Adhesion Connect. **disclaimer - I'm the founder and developer behind Adhesion Connect

I put together a quick diagram below which is exactly how I have seen dozens of Jobber users achieve exactly what you are describing.

1) Event happens in Jobber
1.1) Data goes to Adhesion Connect (use this step if A, the event you're monitoring isn't available directly in Zapier; B, if you're using a platform other than Zapier that supports webhooks; or C, you want additional data from Jobber that isn't natively available through the Zapier integration)
2) Data is sent to your integration platform (Make, Zapier, etc.)
3) Data is then mapped to your table in Airtable where you

A flow like this is important because you want changes to update in real time and you want to avoid duplicate data. This is where event triggers for updated records are critical.

You can build what Airtable calls interfaces to visualize your data in a number of different ways.