Housecall Pro + LeadConnector
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.
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 Job
Triggers when a job is completed.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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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
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
CampaignRequired
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)
New Scheduled Job
Triggers when a job is scheduled.
Try ItIn PipelineRequired
Moved to Stage
Try ItFirst 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
Phone Number
Email
First Name
Last Name
Full Name
