1.Monitors new finished jobs
Integrate Housecall Pro and job tracking tools to watch for new finished jobs and trigger lead creation.
Create transaction leads from finished jobs for marketing
Automatically monitor new finished jobs across Housecall Pro and WhatConverts. Create and update when finished job posts or paid job completes or job status switches to completedβso you can calculate sales value, create transaction leads, and add attribution tags without manual data entry.
How this automation creates transaction leads at speed
When new finished jobs appear, offline revenue can be missed and attribution reports stay incomplete. This automation uses Formatter by Zapier to compute sales value and WhatConverts to create transaction leads and enrich attribution tagsβso your team can capture leads without chasing job details.
Housecall Proor swap with your favorite app
2.Calculates and converts job totals
Integrate Formatter by Zapier and data formatting tools to perform math and convert job totals to a sales value.
Formatter by Zapieror swap with your favorite app
3.Creates transaction lead in WhatConverts
Integrate WhatConverts and contact mapping tools to create or match a transaction lead and set lead type to transaction.
WhatConvertsor swap with your favorite app
4.Adds tags and source fields
Integrate WhatConverts and attribution tools to add tags or campaign source fields to the lead from the job record.
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Step 1
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Step 2
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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