Send Transactions (Completed Jobs) and Sales Value from Housecall Pro to WhatConverts

Sending Transaction (called Completed Jobs in HouseCall Pro) data from Housecall Pro to WhatConverts allows you to have access to revenue data on both platforms. By automatically creating leads in WhatConverts when jobs are completed in Housecall Pro, you can connect service appointments back to other marketing efforts that have been previously tracked.

This workflow uses Zapier to monitor completed jobs in Housecall Pro and automatically creates corresponding leads in WhatConverts with sales values. You can map any fields from the completed job in HouseCall Pro to fields in WhatConverts, including job and sales values.

Before You Begin

Make sure you have already connected WhatConverts and Housecall Pro through Zapier. If you haven't set up the connection yet, follow the instructions in Connect WhatConverts to Housecall Pro.

Set Up the Completed Job Workflow

Follow these steps to send completed jobs with sales values from Housecall Pro to WhatConverts:

1. Log in to your Zapier account and click "+ Create". Then select “Zap”.
2. For the Trigger, search for and select "Housecall Pro".
3. Choose "New Completed Job" as your trigger event. This fires when a job is marked complete.
4. Connect your Housecall Pro account by entering your API key if you haven't already.
5. Test the trigger to verify it successfully retrieves completed job data from Housecall Pro.
6. For the Action, search for and select "WhatConverts".
7. Choose "Create Lead" as your action event.



8. Connect your WhatConverts account using your API key if you haven't already.
9. Map the fields from the Housecall Pro completed job to the corresponding fields in WhatConverts.
10. Map any additional fields that are important to your tracking and reporting by adding key-value pairs at the bottom in the Additional Fields section.
11. Test the action to ensure the lead is created correctly in WhatConverts, then publish your Zap to begin automatically sending completed jobs.

Once activated, every time a job is marked complete in Housecall Pro, a lead will be automatically created in WhatConverts with the transaction details and revenue amount you mapped.

Important Note About Marketing Attribution

Leads sent from Housecall Pro to WhatConverts will only contain the information that Housecall Pro captures. Because WhatConverts cannot natively track Housecall Pro forms (due to iFrame limitations), marketing attribution data such as ad source, keywords, and landing pages will not be available for these leads.

For complete marketing attribution, capture leads through WhatConverts-tracked forms first, then send them to Housecall Pro.

Related Topics

• Connect WhatConverts to Housecall Pro
• Understand the Housecall Pro Integration
• Send Appointments from Housecall Pro to WhatConverts
• Validate and Troubleshoot Your Housecall Pro Integration