Housecall Pro + LeadConnector
Housecall Pro + LeadConnector
Housecall Pro + LeadConnector integrations
Create LeadConnector Opportunities from New Completed Jobs in Housecall Pro
Keep your opportunities updated and organized by automatically adding or updating them in the LeadConnector app whenever there's a new completed job in Housecall Pro. This workflow ensures your sales pipeline stays up-to-date, saving you time and helping to streamline your business processes.
- When this happens...New Completed JobTriggers when a job is completed.
- automatically do this!Add/Update OpportunityAdds or updates an existing opportunity.
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More things you can do with Housecall Pro and LeadConnector
Discover other triggers and actions you can use with Housecall Pro and LeadConnector
- New Completed Job
Triggers when a job is completed.
Try ItTriggerPolling - First nameRequired
- Last name
- Email
- Mobile number
- Home number
- Work number
- Notifications enabled
- Tag1
- Tag2
- Street
- Street line 2
- City
- State
- Zip
- Country
ActionWrite- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- Country
- Date of Birth
ActionWrite- Workflow IDRequired
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
ActionWrite
- New Scheduled Job
Triggers when a job is scheduled.
Try ItTriggerPolling - In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
ActionWrite- Phone Number
- Email
- First Name
- Last Name
- Full Name
ActionWrite
Related categories
About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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- Create Housecall Pro customers when stages change in LeadConnector pipeline
- Add contacts in LeadConnector for new completed jobs in Housecall Pro
- Create opportunities in LeadConnector for new scheduled jobs in Housecall Pro
- Create LeadConnector contacts from new Housecall Pro scheduled jobs
- Create leads in LeadConnector from new completed jobs in Housecall Pro