Housecall Pro + LeadConnector
Create tasks in LeadConnector for new scheduled jobs in Housecall Pro
Effortlessly manage and streamline your home service operations with this workflow. When a new service request is scheduled within Housecall Pro, a corresponding task is created in LeadConnector. This process ensures your team stays updated and organized, improving efficiency and customer satisfaction.
Effortlessly manage and streamline your home service operations with this workflow. When a new service request is scheduled within Housecall Pro, a corresponding task is created in LeadConnector. This process ensures your team stays updated and organized, improving efficiency and customer satisfaction.
- When this happens...New Scheduled Job
Triggers when a job is scheduled.
- automatically do this!Add Task
Adds a task to the account.
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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
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)
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
