PipelineOn + Jobber
Jobber visitor tracking with client and quote history.
A new visit can belong to an existing client, a past customer, or a homeowner whose quote went quiet. Use Jobber’s records to give that visit context.
Start freeUp to 5 eligible homeowner IDs a day. No credit card required.
See how it works- Existing client
A homeowner received a landscaping quote several weeks ago.
- New activity
A matched visit includes your landscaping service page.
- Team review
Open the client record, check the quote, and choose the next step.
Use the existing client history to prepare the follow-up.
Example scenario, not a customer result or product screenshot.
How PipelineOn fits
PipelineOn connects to Jobber to classify and match customers using available client, property, quote, job, and request information. Combine that relationship with eligible identified website activity, and choose whether to create clients or add visit information through your connection settings.
How to connect Jobber to PipelineOn
Authorize your Jobber account
Select Connect Jobber in PipelineOn and approve the requested permissions. The connection uses Jobber’s sign-in flow; you do not need to paste an API key.
Define current and past customers
Choose the available client fields or job, quote, and request statuses that represent each relationship in your account.
Review matching and delivery settings
Choose whether eligible identified visitors should create a client or add visit information. Existing matches and ambiguous records need appropriate handling before outreach.
The client and the service property both matter
Your Jobber client may have more than one property. The person visiting your website may also be another member of the household. Review the matched person or property before deciding what a visit means.
With usable customer-location data, PipelineOn can also provide same-street and nearby-customer context for matched visitors. That helps the team review a prospect’s location alongside the areas it already serves.
Follow up when an old quote gets a new signal
A homeowner might come back to your website after putting a project on hold. Match the visit to the existing relationship, then open Jobber to confirm the quote’s current status, price, and scope.
Jobber keeps quotes in its quote-to-job workflow. Website activity is additional context for your review; it does not approve the quote, create a booking, or establish that the work was sold.
Give repeat customers a different experience
A current client browsing your website may need support with a job already underway. A past customer may be considering another service. Use your customer rules and outreach settings to keep those conversations appropriate.
Start with one website and check a matched record end to end. Confirm the client, property, status, and available visit information before making the review part of the team’s daily process.
Common questions
Does every identified visit create a new Jobber client?
No. Delivery depends on your settings, available data, and matching. Existing clients are checked, and ambiguous matches may need review rather than creating another record.
Can I classify customers using quote or job status?
The connection supports classification rules using available client fields and quote, job, or request statuses. Choose rules that reflect your business; a quote or client record alone does not prove a completed sale.
Does this automatically send a new quote or book a visit?
No. This connection adds visitor and customer context and supports configured client delivery. Quote changes and bookings are separate actions in your team’s Jobber workflow.
Put your CRM history to work
See who’s coming back.
Connect eligible website activity with the customer relationships your team already knows.