Create or update Keap contacts for new completed jobs in Housecall Pro
Streamline your customer management process by linking Housecall Pro and Keap. This workflow springs into action whenever you wrap up a job in Housecall Pro, resulting in the creation or update of a contact in Keap. No more manual entry or duplicated efforts, just a smoother, more efficient approach to staying on top of your contacts.
Streamline your customer management process by linking Housecall Pro and Keap. This workflow springs into action whenever you wrap up a job in Housecall Pro, resulting in the creation or update of a contact in Keap. No more manual entry or duplicated efforts, just a smoother, more efficient approach to staying on top of your contacts.
- When this happens...New Completed Job
Triggers when a job is completed.
- automatically do this!Create or Update Contact
Creates a new contact or updates an existing contact.
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New Completed Job
Triggers when a job is completed.
Try ItFirst nameRequired
Last name
Email
Mobile number
Home number
Work number
Notifications enabled
Tag1
Tag2
Street
Street line 2
City
State
Zip
Country
New Affiliate
For Ulimate users, triggers when a new affiliate is added.
Try ItCompany events this trigger will listen to:Required
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