Housecall Pro + Zoho CRM
Create module entry in Zoho CRM for new scheduled jobs in Housecall Pro
Easily streamline your workflow by setting up a new scheduled job in Housecall Pro to directly result in a module entry creation in Zoho CRM. Not only does this help to manage your tasks efficiently, but it also keeps your customer relationship management data current and readily accessible. This reliable and real-time workflow empowers you to stay on top of your business needs without the manual hassle.
Easily streamline your workflow by setting up a new scheduled job in Housecall Pro to directly result in a module entry creation in Zoho CRM. Not only does this help to manage your tasks efficiently, but it also keeps your customer relationship management data current and readily accessible. This reliable and real-time workflow empowers you to stay on top of your business needs without the manual hassle.
- When this happens...New Scheduled Job
Triggers when a job is scheduled.
- automatically do this!Create Module Entry
Creates a new entry in a module
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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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