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Housecall Pro + Pipedrive

Create new Housecall Pro customers from new persons in Pipedrive

Enhance your sales process with this efficient automation. When a new person is added in Pipedrive, the workflow will swiftly create a customer profile for that person in Housecall Pro. Maintain a streamlined approach to customer management and ensure no key contact slips through the gaps with this quick and seamless workflow.

Enhance your sales process with this efficient automation. When a new person is added in Pipedrive, the workflow will swiftly create a customer profile for that person in Housecall Pro. Maintain a streamlined approach to customer management and ensure no key contact slips through the gaps with this quick and seamless workflow.

  1. When this happens...
    PipedrivePipedrive
    New Person

    Triggers when a new person is created.

    TriggerScheduled
  2. automatically do this!
    Housecall ProHousecall Pro
    Create Customer

    Creates a new customer

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Pipedrive triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Scheduled
    Try It
    • Filter IdRequired

    Trigger
    Scheduled
    Try It
    • FilterRequired

    • Deal Status

    Trigger
    Scheduled
    Try It
    • FilterRequired

    Trigger
    Scheduled
    Try It
housecall-pro logo
housecall-pro logo

About Housecall Pro

Housecall Pro is a top rated software to run your home service business. We make it easy to schedule, dispatch, estimate, invoice, accept credit cards and get booked online by customers.

Related categories

  • Scheduling & Booking
pipedrive logo
pipedrive logo

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
Learn moreHelp

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