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Question

How do I create a pipeline lead from Formidable to HouseCall Pro?

  • January 6, 2025
  • 2 replies
  • 38 views
I

Does anyone have a way to create a pipeline lead using Formidable to HouseCall Pro? The most advanced option is to create a customer, but we want to automatically create a deal for that customer too

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

2 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • January 6, 2025

Hi ​@irish26 

The solution will likely involve using the HCP API: https://docs.housecallpro.com/

 

Resources for using app APIs in Zaps:

 

To hire help, there is a directory of Certified Zapier Experts: https://zapier.com/experts

⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
JammerS
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  • JammerSZapier Staff
  • Zapier Staff
  • January 20, 2025

Hi ​@irish26,
 
We just wanted to see how everything is going with your Zap. Did Troy's recommendation get the job done? Feel free to reach out if you need further assistance with your Zap. We're glad to address any concerns and assist you.
 
We're looking forward to your response.

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