1.Detects new scheduled job
Integrate Housecall Pro to detect a new scheduled job and start lead attribution processing.
Create or update lead records from new scheduled jobs
Automatically create attributed lead records from new scheduled jobs across Housecall Pro and your lead attribution stack. Send offline conversion events when jobs are booked and updates land in the right records so you can report outcomes and refresh audiences without manual reporting.
How this automation updates your lead attribution
When new scheduled jobs appear, attribution gets delayed and ad reporting stays incomplete. This automation finds matching lead records and creates or updates them, then sends offline conversion eventsβso your team can measure booking outcomes without manual reconciliation.
Housecall Proor swap with your favorite app
2.Finds matching lead record
Integrate Zapier Tables and database lookup tools to find an existing lead record by phone and return the first match.
Zapier Tablesor swap with your favorite app
3.Branches on match result
Integrate Paths by Zapier to branch logic based on whether a match was found for the scheduled job lead.
Paths by Zapieror swap with your favorite app
4.Upserts lead record from job
Integrate Zapier Tables to update or create the lead record, mapping job details to lead fields and setting lead status.
5.Sends offline conversion event
Integrate Google Ads and ad reporting tools to send an offline conversion using phone identifier and scheduled start time.
Google Adsor swap with your favorite app
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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