Housecall Pro + LeadConnector
Create Housecall Pro customers when stages change in LeadConnector pipeline
Streamline your lead management process with this automation. When the Pipeline Stage changes in LeadConnector, a new customer is instantly created within Housecall Pro. This workflow ensures seamless lead tracking, allowing for improved productivity and quicker response times. Enhance your business efficiency today with this integration.
Streamline your lead management process with this automation. When the Pipeline Stage changes in LeadConnector, a new customer is instantly created within Housecall Pro. This workflow ensures seamless lead tracking, allowing for improved productivity and quicker response times. Enhance your business efficiency today with this integration.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Customer
Creates a new customer
- Free forever for core features
- 14 day trial for premium features & apps
In 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
New Completed Job
Triggers when a job is completed.
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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
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)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
New Scheduled Job
Triggers when a job is scheduled.
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