DashClicks + Housecall Pro

DashClicks + Housecall Pro integrations

Create new DashClicks deals when jobs are completed in Housecall Pro

Stay on top of your sales processes effortlessly with this efficient workflow. When a job is completed in HouseCall Pro, a new deal gets created in DashClicks instantly. This seamless integration between HouseCall Pro and DashClicks nurtures productivity and helps streamline your sales cycle by minimizing manual data entry and ensuring timely follow-up on completed jobs.

When this happens...
New Completed JobTriggers when a job is completed.
TriggerPolling
automatically do this!
Create New Deal (Deals)Create a new deal in your Deals App
ActionWrite

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More things you can do with Housecall Pro and DashClicks

Discover other triggers and actions you can use with Housecall Pro and DashClicks

New Completed Job
Triggers when a job is completed.
Trigger
Polling
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- First name
  Required
- Last name
- Email
- Mobile number
- Home number
- Work number
- Notifications enabled
- Tag1
- Tag2
- Street
- Street line 2
- City
- State
- Zip
- Country
Action
Write
Business Updated (Contacts)
Triggers when a business is updated on the Contacts App.
Trigger
Instant
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Person Updated (Contacts)
Triggers when a person is updated on the Contacts App.
Trigger
Instant
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- Which pipeline should we watch for deal stage changes?
  Required
- When a deal enters this deal stage, this will trigger the zap. Which stage would you like?
  Required
Trigger
Instant
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- Which funnel should we watch for optins?
  Required
- When a form is submitted on this step, this will trigger the zap. Which step would you like?
  Required
Trigger
Instant
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- Which campaign should we watch for new leads?
  Required
Trigger
Instant
Try It

New Instasite Built (Instasites)
Triggers when an Instasite has finished building.
Trigger
Instant
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Create New Business (Contacts)
Create a new contact of type business in your Contacts App
Action
Write
Create New Deal (Deals)
Create a new deal in your Deals App
Action
Write
- Business
  Required
Action
Write
- People
  Required
- Type of notification
  Required
Action
Write
- In which pipeline would you like to search for deals?
  Required
- Name
Action
Search
- Email
Action
Search or write
- Email
Action
Search or write

New Scheduled Job
Triggers when a job is scheduled.
Trigger
Polling
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New Business (Contacts)
Triggers when a new business is added to the Contacts App.
Trigger
Instant
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New Person (Contacts)
Triggers when a new person is added to the Contacts App.
Trigger
Instant
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- Which pipeline should we watch for new deals?
  Required
Trigger
Instant
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- Which pipeline should we watch for deal status changes?
  Required
- When a deal changes to this status, this will trigger the zap. Which status would you like?
  Required
Trigger
Instant
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- Which funnel should we watch for purchases?
  Required
- When a sale is processed on this step, this will trigger the zap. Which step would you like?
  Required
Trigger
Instant
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New Instareport Built (Instareports)
Triggers when an Instareport has finished building.
Trigger
Instant
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New Review (Reputation)
Triggers when an new review is left in one of your connected reputation integrations.
Trigger
Instant
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Create New Person (Contacts)
Create a new contact of type person in your Contacts App
Action
Write
- What is the ID of the deal you want to update?
  Required
Action
Write
- Instasite Template
  Required
- Business
  Required
Action
Write
- Email
Action
Search
- Email
Action
Search
- In which pipeline would you like to search for deals?
  Required
- Name
Action
Search or write

About DashClicks

DashClicks is SaaS product offering a variety of digital marketing services and software solutions generate leads and facilitate sales.

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Related categories

Marketing

About Housecall Pro

Housecall Pro is a top rated software to run your home service business. We make it easy to schedule, dispatch, estimate, invoice, accept credit cards and get booked online by customers.

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Related categories

Scheduling & Booking