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Wingmate + Jobber

Seamless Workflow for Field Service Teams

Connect your sales pipeline with your job scheduling, no more dropped leads, duplicate data, or manual updates.

Connect Wingmate and Jobber in 3 Simple Steps

Step 1: Create a Zap in Zapier

Log into Zapier and start a new Zap.
Choose Wingmate as your trigger (for example: New Lead or Deal Updated).

Step 2: Connect Jobber

Select Jobber as the action app. Decide what should happen automatically. Create a client, request, or job when a lead or deal is ready.

Step 3: Turn It On

Map the fields you want to sync, test the Zap, and publish it. From that point on, data flows automatically between Wingmate and Jobber.

Why Wingmate + Jobber Works

Most field service software fails because it tries to do everything. Wingmate and Jobber work together because each tool stays in its lane - and Zapier connects them cleanly.

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Built for Field Service Teams

This setup is built for field service businesses already using Jobber that generate leads before a job is scheduled. It works especially well for teams with outside sales reps or steady inbound lead flow, and for owners who want visibility into what’s happening before work hits the schedule. If leads are getting lost between sales and operations, this combo closes that gap and keeps everyone aligned.

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Build the Exact Workflow You Want

You control how data moves between systems.

Common examples:
New lead in Wingmate → Create client in Jobber
Deal marked “Qualified” → Create request or job
Job status updated → Update deal stage in Wingmate

Set it once. Let it run. Adjust as your process evolves.

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Automate Only What You Want

Wingmate handles lead capture, follow-up, CRM, and sales activity, while Jobber focuses on scheduling, dispatching, and executing the work. Zapier simply passes the right information between the two at the right time. There’s no overlap and no bloated “all-in-one” compromise - just a clean, reliable path from opportunity to booked job.

Hear it, Straight from our Customers

Read Customer Stories

The Wingmate Ecosystem

An à la carte product suite, where you pick & choose what works for your business.

Simple CRM & Pipeline Management

A Leading Pipeline Management Platform & CRM for Sales and Service Organizations.

Our all-in-one platform links your sales and service workflows.

In-Field Reporting & Frontline Communication

Wingmate is the only tool that incentivizes your frontline service teams, sales, non-sales staff, and affiliates to capture opportunities in seconds.

Spot-it. Submit-it. Profit.

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EasyDOCs

EasyDOCs is your go-to upgrade for generating digital documents in seconds, based on your pricing tool, SKUs and approvals. It includes best-in class mobility, digital and E-Signature.

Ditch the decentralized SKUs, Spreadsheets, and Multiple Platforms.

Rolodex

Powerful data aggregation, smart filters, and a credit-based system to deliver accurate, verified contacts right inside your CRM.

Unlock powerful contact intelligence with just one click.

Mapping & Territories

Map data, plot territories, build density, add & pin accounts with a visual cartography of your business.

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API Market

Access to 8,000+ integrations, including Gmail and Outlook, with automatic email tracking.

Data Uploads & Reporting

Maintain CRM hygiene, import any data & receive automated reports. Stuck in spreadsheets or a bad relationship with another platform. We will take care of you.

Concierge Club

White glove support and access to webinars & unlimited training.

Inside Sales Qualification

An invite-only service for our onboarded & thriving software clients, allowing them to tap into our lead qualification support.

Marketing Automation

Send the right message at the right time. Automate emails and texts to prospects and customers based on their journey, triggers, and segments.

Frequently Asked Questions

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Is this a native integration between Wingmate and Jobber?
What can I automate between Wingmate and Jobber?
Do I need technical experience to set this up?
Does this replace Jobber’s CRM?
Will this reduce manual data entry?
Is this setup scalable as my team grows?