How to Integrate Meta Lead with Jobber CRM

Overview

LeadSync automatically sends leads from your Facebook Lead Ads directly to Jobber as new clients. When someone fills out your Facebook lead form, their information is instantly created as a client in Jobber—no manual data entry required.

Getting Started

What do I need before setting this up?

You'll need:

• A LeadSync account (free trial or paid subscription)
• A Jobber account with API access
• A Facebook Business Page with Lead Ads enabled
• At least one active Lead Ad form on Facebook

Does LeadSync work with all Jobber plans?

LeadSync works with Jobber plans that include API access. Most Jobber plans support this integration.

Connecting Your Jobber Account

How do I connect my Jobber account to LeadSync?

1. Log in to LeadSync and go to Connections
2. Click Add Connection
3. Select Jobber from the dropdown
4. Enter a name for this connection (e.g., "My Jobber Account")
5. Click Save — you'll be redirected to Jobber
6. Log in to Jobber and click Authorize to grant LeadSync access
7. You'll be returned to LeadSync with your connection active

What permissions does LeadSync need in Jobber?

LeadSync requests permission to:

• Read clients — to check for existing clients
• Create clients — to add new leads as clients

LeadSync cannot access your invoices, quotes, jobs, or financial data.

My Jobber connection failed. What went wrong?

Common causes:

• Pop-up blocker — Disable pop-up blockers for LeadSync
• Browser cookies — Clear cookies and try again
• Jobber login issues — Make sure you can log in to Jobber directly first
• Wrong Jobber account — If you have multiple Jobber accounts, ensure you're authorizing the correct one

How do I reconnect if my Jobber connection expires?

Jobber tokens can expire after extended periods. To reconnect:

1. Go to Connections in LeadSync
2. Find your Jobber connection and click Edit
3. Click Reconnect or delete and create a new connection
4. Re-authorize in Jobber

Setting Up Your Automation

How do I create an automation to send Facebook leads to Jobber?

1. Go to Automations (or Lists) in LeadSync
2. Click Add New
3. Select your Facebook Page from the dropdown
4. Select your Lead Ad Form — choose the specific form you want to connect
5. Select your Jobber connection from the destination dropdown
6. Map your fields — match Facebook form fields to Jobber client fields
7. Click Save

Your automation is now active. New leads will automatically appear in Jobber.

How do I choose which Facebook form to connect?

When selecting a form, LeadSync shows you:

• Form name
• Date created
• Number of leads received
• Status (Active/Inactive)

Choose the form with recent leads to ensure you're connecting the correct one. If a form shows 0 leads, double-check that it's the right form.

Can I connect multiple Facebook forms to Jobber?

Yes. Create a separate automation for each Facebook form you want to connect. Each form can have its own field mapping.

Field Mapping

What Jobber fields can I map to?

LeadSync supports these Jobber client fields:

How does name splitting work?

If your Facebook form collects Full Name as a single field, LeadSync automatically splits it:

• "John Smith" → First Name: John, Last Name: Smith
• "Mary Jane Watson" → First Name: Mary Jane, Last Name: Watson

For best results, use separate First Name and Last Name fields in your Facebook form.

Do phone numbers need special formatting?

No. LeadSync automatically formats phone numbers for Jobber. Whether your lead enters:

• (555) 123-4567
• 555-123-4567
• 5551234567
• +1 555 123 4567

LeadSync converts it to the proper format for Jobber.

Testing Your Integration

How do I test my automation?

1. Submit a test lead on your Facebook form using the Facebook Ads Manager preview
2. Wait 1-2 minutes for the lead to process
3. Check Jobber for a new client with your test information
4. Check LeadSync logs under your account to see the lead activity

How do I send a test lead on Facebook?

1. Go to Facebook Ads Manager
2. Find your Lead Ad campaign
3. Click on the ad with your lead form
4. Click Preview on the lead form
5. Fill out the form with test data and submit

Troubleshooting

Leads aren't appearing in Jobber. What's wrong?

Check these common issues:

1. Is the automation active? Go to Automations and verify it's enabled
2. Is the Jobber connection working? Go to Connections and check the status
3. Is the correct form selected? Make sure you connected the right Facebook form
4. Check the logs — LeadSync logs show if leads were received and any errors

I see "token expired" or authentication errors

Your Jobber connection needs to be refreshed:

1. Go to Connections
2. Click Edit on your Jobber connection
3. Click Reconnect and re-authorize in Jobber

Leads are created but some fields are missing

Check your field mapping:

1. Go to Automations and edit the automation
2. Verify each Facebook field is mapped to the correct Jobber field
3. Make sure your Facebook form actually collects the fields you're trying to map

I'm getting duplicate clients in Jobber

LeadSync creates a new client for each lead submission. If someone submits your form multiple times, multiple clients will be created. You can merge duplicates in Jobber.

Managing Your Integration

How do I edit my field mappings?

1. Go to Automations
2. Click on the automation you want to edit
3. Update your field mappings
4. Click Save

Changes apply to future leads only—existing clients in Jobber are not updated.

How do I disconnect Jobber from LeadSync?

1. Go to Connections
2. Find your Jobber connection
3. Click Delete

This removes the connection from LeadSync. Your existing clients in Jobber are not affected.

Can I pause an automation without deleting it?

Yes. Go to Automations, find your automation, and toggle it off. You can turn it back on anytime without losing your settings.

Still Need Help?

If you're experiencing issues not covered here, contact LeadSync support with:

• Your LeadSync account email
• The name of your Jobber connection
• A description of the issue
• Any error messages you're seeing

Updated on: 09/12/2025