How to connect Groundwork + Housecall Pro
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- New Kickoff Form SubmittedTriggers when a lead kickoff form is completed.Trigger
- New VideoLead SubmittedTriggers when a lead has submitted a project video.Trigger
- Create LeadCreates a new leadAction
- New Completed JobTriggers when a job is completed.Trigger
- New Scheduled JobTriggers when a job is scheduled.Trigger
- Create CustomerCreates a new customerAction
- Step 1: Authenticate Groundwork and Housecall Pro.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.