FieldPulse has teamed up with Angi to seamlessly send your leads directly into your FieldPulse account!
This integration allows for a streamlined process to manage your leads effectively. By connecting your accounts, you can eliminate manual data entry, saving time and increasing workflow efficiency.
Note: To use this integration, you must have an account with Angi.
Where to Find Your Angi Service Provider ID
To connect your Angi account to FieldPulse, you will need your Angi Service Provider ID (SP ID).
To find your Angi SP ID:
Log in to your Angi account.
You can find your SP ID directly after "ID:" at the top of the drop-down menu.
How to Enable the Angi Integration in FIeldPulse
To enable your integration with Angi:
Navigate to Company Settings > Features & Plugins in FieldPulse.
Locate the Angi tile and click Enable.
Fill out the fields in the pop-up window that appears.
Enter your Angi Service Provider ID (SP ID) into the designated text box.
Select a default Job template. This template will be used for all leads from Angi. If you do not select a template, the system will create an unscheduled Job by default.
Note: The Angi integration can take 2-3 business days to successfully connect.
How the Integration Works
Once the integration has been successfully activated, all new leads from Angi will be created as both a Customer and Job Record simultaneously in FieldPulse.
Angi → Customer Record in FieldPulse
FieldPulse will verify whether the lead from Angi already exists as a customer in our system by checking their email address. If the customer does not exist, a new Customer Record will be automatically created and assigned to the founding Admin user within the company's FieldPulse account.
The system will also default the Lead Source field on the Customer Record to indicate Angi.
The system will also add a Tag for Angi to your Customer Records.
All information collected in Angi, including appointment details and interview questions and answers will be added to the Notes section of this record.
Angi → Job Record in FieldPulse
If you selected a default Job template, as mentioned in step three above, FieldPulse will automatically create a Job for this lead/customer using that template. If no default template was selected, our system will automatically create an unscheduled and unassigned Job Record.
The system will add a Tag for Angi to your Job Records.
The automatically created Job Record will follow the Default Custom Status Workflow for unassigned and unscheduled jobs. However, if a different Custom Status Workflow is defined on your selected Job template, the Job Record will follow that template's Custom Status Workflow instead.
All information collected in Angi, including appointment details and interview questions and answers will be added to the Notes section of this record.
Have additional questions?
Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.