Convert new scheduled jobs in Housecall Pro into leads in Zoho CRM
Streamline your CRM management process. As soon as a new job is planned in Housecall Pro, it promptly updates your Zoho CRM leads. This eliminates the need for manual data entry, giving you more time to focus on important business tasks. Experience efficiency and time-saving in one seamless operation.
Streamline your CRM management process. As soon as a new job is planned in Housecall Pro, it promptly updates your Zoho CRM leads. This eliminates the need for manual data entry, giving you more time to focus on important business tasks. Experience efficiency and time-saving in one seamless operation.
- When this happens...New Scheduled Job
Triggers when a job is scheduled.
- automatically do this!Convert Lead
Convert an existing lead to contact and account
- Free forever for core features
- 14 day trial for premium features & apps
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
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItNew or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
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New Scheduled Job
Triggers when a job is scheduled.
Try ItNew Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItNew or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
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