Overview
In this video tutorial, Kendall from Clicki demonstrates how to integrate Clicki with Housecall Pro using Zapier. This integration allows referral data from Clicki to be automatically pushed into Housecall Pro, enabling seamless lead management within your current pipeline software.
Key Steps in the Integration Process
Step 1: Set Up an Outgoing Webhook in Clicki
-
Create a Webhook: Start by setting up an outgoing webhook in Clicki. This webhook will send referral data to the app of your choice.
-
Configure Trigger Events: Currently, Clicki supports sending referral data via webhooks, but we are working on additional triggers, such as cash-out events.
Step 2: Configure Zapier to Catch the Webhook
-
Access Zapier: Log in to your Zapier account and create a new Zap.
-
Create a Trigger: Set the trigger event as a "Catch Hook" in Zapier to capture the data sent from Clicki.
-
Copy the Webhook URL: Zapier will provide a unique webhook URL. Copy this URL and paste it into the Clicki webhook setup, then save the webhook.
Step 3: Test the Webhook Connection
-
Generate Test Data: Go to your Clicki dashboard, select an example promoter, and generate a referral link.
-
Submit Test Referral: Use the referral link to submit a test referral. Enter test data such as name, email, and phone number, and submit.
-
Verify Data in Zapier: Check Zapier to ensure the test referral data is captured correctly. This data includes all available parameters like referral information and the promoter who referred them.
Step 4: Send Data to Housecall Pro
-
Set Up an Action in Zapier: Create an action in Zapier to send the captured referral data to Housecall Pro.
-
Map Fields: Map the referral data fields in Zapier to the corresponding fields in Housecall Pro. These fields include first name, last name, email, and mobile number.
-
Enable Notifications: Set the option to enable notifications for the new customer in Housecall Pro.
-
Tag the Record: Add a tag to the record indicating who referred the customer, using the promoter's information from Clicki.
Step 5: Test the Integration
-
Run a Test in Zapier: Test the Zap to ensure that the data is correctly sent to Housecall Pro and a new customer is created.
-
Verify in Housecall Pro: Log into Housecall Pro to confirm that the new customer record has been created with the correct information and tagging.
Conclusion
By following these steps, you can seamlessly integrate Clicki with Housecall Pro using Zapier, allowing for efficient lead management. If you require any assistance or prefer a hands-on setup, Clicki offers a white-glove service for a fee. Contact support if you have any questions or need further help with the integration.