Housecall Pro + Zendesk Sell integrations
"create new persons in Zendesk Sell for every new scheduled job in Housecall Pro"
Stay organized with this helpful workflow. When you schedule a new job in Housecall Pro, it creates a new contact in Zendesk Sell. This automation makes it easy to ensure all of your customer information is in one place without adding extra data entry tasks to your day. Perfect for service business owners who need a streamlined solution to manage customer information.
- When this happens...New Scheduled JobTriggers when a job is scheduled.
- automatically do this!Create PersonCreates a new person.
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More things you can do with Housecall Pro and Zendesk Sell
Discover other triggers and actions you can use with Housecall Pro and Zendesk Sell
- 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- Is Company?
Try ItTriggerPolling- Pipeline
- Stage
Try ItTriggerPolling
- New Scheduled Job
Triggers when a job is scheduled.
Try ItTriggerPolling - Is Company?
Try ItTriggerPolling- New Deal
Triggers when a new deal is created.
Try ItTriggerPolling - Updated Deal
Triggers when an existing deal is updated.
Try ItTriggerPolling
Related categories
Zendesk Sell (formerly Base) is a sales automation tool to enhance productivity, processes, and pipeline visibility for sales teams.
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