Housecall Pro + Pipedrive integrations
Create new Pipedrive projects from new scheduled jobs in Housecall Pro
Streamline your housecall appointment process with this effective integration. When a job is scheduled in Housecall Pro, it swiftly instigates a corresponding action in Pipedrive. This enhances efficiency, reduces manual data entry, and centralizes all necessary information, providing a smooth shift between your field service and sales management systems.
- When this happens...New Scheduled JobTriggers when a job is scheduled.
- automatically do this!Create ProjectCreates a new project.
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More things you can do with Housecall Pro and Pipedrive
Discover other triggers and actions you can use with Housecall Pro and Pipedrive
- 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- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - New Deal
Triggers when a new deal is created.
Try ItTriggerInstant
- New Scheduled Job
Triggers when a job is scheduled.
Try ItTriggerPolling - Activity filterRequired
Try ItTriggerPolling- Copy
- FilterRequired
- Deal status
Try ItTriggerPolling- New Lead
Triggers when a lead is created.
Try ItTriggerPolling
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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.
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