Connect HouseCall Pro to Clicki (Inbound Webhook) part 1

Welcome to our step-by-step guide on how to connect Clicki to Housecall Pro using Zapier and webhooks. This integration allows you to seamlessly manage referral programs by automating data transfer between Clicki and Housecall Pro.

Requirements

Before you begin, ensure you have the following:

1. Clicki Account: Set up your account with all necessary branding and configurations.

2. Zapier Account: If you don't have one, you'll need to create it to facilitate the integration.

Integration Overview

The integration consists of two main parts:

1. Importing Data from Housecall Pro to Clicki: This involves adding customers as promoters in Clicki when they are identified as referrals.

2. Checking Completed Jobs: For each completed job in Housecall Pro, verify if a referral exists and release the referral bonus if applicable.

Part 1: Importing Data from Housecall Pro to Clicki

1. Connect Housecall Pro: Ensure that the client's Housecall Pro account is connected to Zapier.

2. Setting Up the Webhook in Clicki:

   • Navigate to the Clicki dashboard.

   • Set up an incoming webhook by choosing the option to add a promoter and referral reward.

   • Save the webhook URL provided by Clicki.

3. Configuring Zapier:

   • In Zapier, create a trigger rule for receiving data from Housecall Pro.

   • Add an action to send a webhook using the URL from Clicki.

   • Map the data fields from Housecall Pro to Clicki's placeholders:

     • Email: Map to the customer's email.

     • Phone Number: Map to the customer's mobile number.

     • First Name: Map to the customer's first name.

     • Last Name: Map to the customer's last name.

4. Testing the Integration (Optional):

   • You can test this setup to ensure the data mapping is correct. Note: Avoid sending live data during testing to prevent sending actual welcome messages.

5. Completing Step One:

   • After mapping the fields and testing (if necessary), skip the test and proceed to the next setup stage.

Part 2: Checking Completed Jobs and Releasing Referral Bonuses

1. Set Up Referral Check in Clicki:

   • Return to the Clicki dashboard.

   • Create another webhook for checking referrals, which will be triggered upon job completion.

2. Configuring Zapier for Completed Jobs:

   • In Zapier, create another webhook trigger for completed jobs in Housecall Pro.

   • Use a GET request to check for existing referrals in Clicki using the email and phone number.

3. Data Processing:

   • For each completed job, the integration performs two actions:

     • Adds the customer to a Clicki campaign if they are a referral.

     • Checks if the completed job exists as a referral in Clicki and releases the referral bonus if applicable.

Important Considerations

• Campaign Management: Ensure that the target campaign in Clicki is correctly specified and that the appropriate webhook URL is used. This defines which campaign the data is pushed into.

• Multiple Campaigns: If managing multiple campaigns in Clicki, verify that each webhook corresponds to the correct campaign.

Next Steps

This guide covers the initial setup for importing data from Housecall Pro to Clicki. In Part 2, we'll explore how to export Clicki data back into Housecall Pro, enabling a complete bidirectional data flow.

For any questions or further assistance, feel free to reach out to our support team. Happy automating!