Integrate Housecall Pro with LeadConnector to automate your work
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Frequently Asked Questions about Housecall Pro + LeadConnector integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Housecall Pro and LeadConnector
How do I set up a trigger in Housecall Pro to start an action in LeadConnector?
To set up a trigger, begin by selecting Housecall Pro as your trigger app. Choose an event like 'New Job Scheduled' or 'New Customer Added'. Then, connect your LeadConnector account and select the action such as 'Add Contact' or 'Send Message' to complete the integration.
Can I customize the actions taken in LeadConnector based on specific triggers from Housecall Pro?
Yes, you can customize actions taken in LeadConnector by specifying conditions such as job status or customer attributes in Housecall Pro. This helps execute specific actions like adding notes or updating contact information in LeadConnector based on those criteria.
Is it possible to update existing contacts in LeadConnector through Housecall Pro triggers?
Absolutely, you can update existing contacts in LeadConnector by setting up triggers like 'Customer Updated' or 'Job Completed' from Housecall Pro. Ensure that the contact information matches and map the necessary fields for proper updates.
What should I do if my integration between Housecall Pro and LeadConnector stops working?
If the integration stops working, check for any changes or updates in both apps that may affect connectivity. Re-authenticate your accounts if necessary and ensure that triggering events are properly configured without errors.
How frequently are data updates synced between Housecall Pro and LeadConnector?
Data updates are typically synchronized instantly once the trigger event occurs in Housecall Pro. Some delays might happen depending on API limitations or connectivity issues, but generally should reflect quickly within minutes.
Are there any limitations on the number of tasks I can automate between these two platforms?
While there isn't a fixed limit to the number of automations you can create between Housecall Pro and LeadConnector, keep an eye on any task usage limits that may apply based on your subscription plan with us.
How do I troubleshoot issues during setup when connecting Housecall Pro with LeadConnector?
During setup, ensure you have active accounts with required permissions. Verify that correct APIs are being used and fields are accurately mapped. If problems persist, utilize support resources available within our platform for detailed guidance.
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Completed Job
Triggers when a job is completed.
Try It - First nameRequired
- Last name
- Email
- Mobile number
- Home number
- Work number
- Notifications enabled
- Tag1
- Tag2
- Street
- Street line 2
- City
- State
- Zip
- Country
- First nameRequired
- Last name
- Business nameRequired
- User Phone
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- Country
- Date Of Birth
- CampaignRequired
- First nameRequired
- Last name
- Business nameRequired
- User Phone
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- New Scheduled Job
Triggers when a job is scheduled.
Try It - In PipelineRequired
- Moved to Stage
Try It- First nameRequired
- Last name
- Business nameRequired
- User Phone
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- In PipelineRequired
- Select StageRequired
- Assign to User
- User Phone
- Email
- First nameRequired
- Last name
- Business nameRequired