Housecall Pro + Levitate
Update Levitate contacts with new completed jobs from Housecall Pro
Streamline your client management process by connecting Housecall Pro with Levitate. When a job is completed in Housecall Pro, this workflow kicks into action, updating or creating a contact in Levitate. This keeps your customer database up-to-date in real time, eliminating the need for manual data entry and ensuring your follow-ups are always accurate.
Streamline your client management process by connecting Housecall Pro with Levitate. When a job is completed in Housecall Pro, this workflow kicks into action, updating or creating a contact in Levitate. This keeps your customer database up-to-date in real time, eliminating the need for manual data entry and ensuring your follow-ups are always accurate.
- When this happens...New Completed Job
Triggers when a job is completed.
- automatically do this!Create or Update Levitate Contact
Creates or updates a Contact in Levitate
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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
Donor NameRequired
Donor EmailRequired
Donation AmountRequired
Donation Date
Donation Type
Campaign
Donation Stage
External ID
Donor ID
New Scheduled Job
Triggers when a job is scheduled.
Try ItContact ID in Source SystemRequired
Last Name
First Name
Full Name
Email Addresses
Phone Numbers
Address Line 1
Address Line 2
Address City
Address State / Province
Address Postal Code
Address Country
Birthday
Tags
Note
Policy NumberRequired
Carrier NameRequired
PremiumRequired
Renewal DateRequired
Effective DateRequired
Policy Holder IDRequired
Cancellation DateRequired
Line of BusinessRequired
Policy ID in the Source SystemRequired
Origination Date
Policy Holder First Name
Policy Holder Last Name
Policy Holder Email