Housecall Pro + Salesforce
Create records in Salesforce for new completed jobs in Housecall Pro
Streamline your job management process with this automation. When you wrap up a job in Housecall Pro, it immediately generates a new record in Salesforce. This ensures all your completed tasks have respective entries in your Salesforce system, providing better task tracking and customer service management.
Streamline your job management process with this automation. When you wrap up a job in Housecall Pro, it immediately generates a new record in Salesforce. This ensures all your completed tasks have respective entries in your Salesforce system, providing better task tracking and customer service management.
- When this happens...New Completed Job
Triggers when a job is completed.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object.
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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.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
