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Set up your first integration
Quickly connect Housecall Pro to LeadConnector with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Housecall Pro with LeadConnector - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Completed Job" from Housecall Pro.
Add your action
An action happens after the trigger—such as "Add/Update Contact" in LeadConnector.
You’re connected!
Zapier seamlessly connects Housecall Pro and LeadConnector, automating your workflow.
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 ItTriggerPolling - First nameRequired
- Last name
- Email
- Mobile number
- Home number
- Work number
- Notifications enabled
- Tag1
- Tag2
- Street
- Street line 2
- City
- State
- Zip
- Country
ActionWrite- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- Country
- Date of Birth
ActionWrite- Campaign IDRequired
- First Name
- Last Name
- Full Name
- Phone Number
- 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)
ActionWrite
- New Scheduled Job
Triggers when a job is scheduled.
Try ItTriggerPolling - In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- First Name
- Last Name
- Full Name
- Phone Number
- 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
ActionWrite- Phone Number
- Email
- First Name
- Last Name
- Full Name
ActionWrite
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Practical ways you can use Housecall Pro and LeadConnector
Notify when a high-value job is completed
Keep track of key milestones by staying informed about high-value job completions. When a new job is marked as completed in Housecall Pro, Zapier can update the pipeline stage in LeadConnector for that opportunity, helping you ensure prompt next steps like feedback collection or invoice follow-up.
Business Owner
Update customer details across platforms
Keep customer information consistent across tools. When a customer is updated in Housecall Pro, Zapier can ensure that their contact information in LeadConnector is also updated, reducing manual data entry and improving data accuracy.
ITAdd scheduled jobs to a marketing campaign
When a new job is scheduled in Housecall Pro, Zapier can automatically add the customer to a relevant campaign in LeadConnector. This empowers the marketing team to send timely, tailored communication like email reminders or post-job surveys, optimizing customer engagement efforts.
Marketing & Marketing OpsLearn how to automate LeadConnector on the Zapier blog
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.
