1.Monitors new scheduled jobs
Integrate Housecall Pro and scheduling data connectors to detect new scheduled jobs and pass appointment details to the workflow.
Update contact last service year from scheduled jobs
Automatically monitor new scheduled jobs across Housecall Pro and Zapier. Extract the appointment year and create or update HubSpot contacts when scheduled jobs start, new appointments book, or booking dates shiftβso you can set last service year, keep rebooking data current, and avoid manual CRM updates.
How this automation protects rebooking data accuracy
When scheduled-job contacts lack an accurate last service year, rebooking campaigns miss the right timing. This automation filters qualifying bookings, extracts the appointment year, and creates or updates HubSpot contactsβso your team keeps CRM history reliable.
Housecall Proor swap with your favorite app
2.Filters on valid customer email
Integrate Filter by Zapier and CRM validation tools to continue only for qualifying jobs when a customer email exists.
Filter by Zapieror swap with your favorite app
3.Extracts appointment year
Integrate Formatter by Zapier and date extraction tools to derive the appointment year from the scheduled date for later mapping.
Formatter by Zapieror swap with your favorite app
4.Creates or updates contact
Integrate HubSpot and contact enrichment tools to map customer email and set last service year from the extracted value.
HubSpotor swap with your favorite app
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Step 1
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Define the trigger
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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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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