Housecall Pro + PEP Cloud

Create new Housecall Pro customers from newly created PEP Cloud ebids

Improve how you handle new bids in PEP Cloud by seamlessly integrating it with Housecall Pro. With this workflow, once a bid is created in PEP Cloud, a customer profile is instantly created in Housecall Pro. This seamless operation saves time, reduces manual entry and ensures accuracy, so you can focus more on winning those bids.

Improve how you handle new bids in PEP Cloud by seamlessly integrating it with Housecall Pro. With this workflow, once a bid is created in PEP Cloud, a customer profile is instantly created in Housecall Pro. This seamless operation saves time, reduces manual entry and ensures accuracy, so you can focus more on winning those bids.

  1. When this happens...
    PEP CloudPEP Cloud
    eBid Created

    Triggers when an eBid is created.

    TriggerInstant
  2. automatically do this!
    Housecall ProHousecall Pro
    Create Customer

    Creates a new customer

    ActionWrite
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Supported triggers and actions

    • First nameRequired

    • Last name

    • Email

    • Mobile number

    • Home number

    • Work number

    • Notifications enabled

    • Tag1

    • Tag2

    • Street

    • Street line 2

    • City

    • State

    • Zip

    • Country

    Action
    Write
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housecall-pro logo

About Housecall Pro

Housecall Pro is a top rated software to run your home service business. We make it easy to schedule, dispatch, estimate, invoice, accept credit cards and get booked online by customers.

Related categories

  • Scheduling & Booking
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pep-cloud logo

About PEP Cloud

PEP Cloud is a sales, estimating, and business management tool for everyone, but especially painting contractors.

Related categories

  • Project Management