This integration brings together the best of both worlds, enabling you to seamlessly manage your operations while harnessing the capabilities of Zapier. In this article, we'll walk you through the simple steps to create a 'Zap' utilizing FieldPulse's new integration functionalities. To learn more about the Zapier integration with FieldPulse, click here.
What is Zapier?
What is a Zap?
Zap Suggestions
Zapier can be a powerful tool for automating tasks and integrating your FieldPulse with other applications you use in the plumbing, electrical, and HVAC industries. Here are some Zap examples you can build to streamline your workflow:
New Job in FieldPulse to Trello Card Creation
Trigger: New job generated in FieldPulse.
Action: Create a corresponding Trello card for task management.
Use Case: Organize and manage tasks associated with jobs in Trello.
New Contact Form Submission to FieldPulse Customer
Trigger: Someone submits a contact form on your website.
Action: Create a new customer entry in FieldPulse.
Use Case: Automatically add website leads as customers in FieldPulse for follow-up.
New FieldPulse Job to Google Tasks or Todoist
Trigger: New task created in FieldPulse.
Action: Create a corresponding task in Google Tasks or Todoist.
Use Case: Keep your personal to-do list synchronized with your work tasks.
New FieldPulse Appointment to Slack Reminder
Trigger: A new appointment is scheduled in FieldPulse.
Action: Send a reminder message to a Slack channel or user.
Use Case: Ensure your team is aware of upcoming appointments in real-time.
New Lead Customer Pipeline Status to Marketing 360
Trigger: Customer moves to New Lead in FieldPulse.
Action: Add the customer to a targeted marketing campaign in Marketing 360.
Use Case: Continue communication with lead to convert them to customer.
Follow Up Job Status to Google Caendar
Trigger: Job status changes to Follow Up in FieldPulse.
Action: Create a reminder event in Google Calendar.
Use Case: Ensure the technician will follow up with the customer.
Other Integrations to Pair with FieldPulse in a Zap
There are over 6,000 possible integrations with Zapier!
Facebook Ads Manager
Facebook Messenger for Business
Instagram Ads Manager
Instagram Direct Messages
Google Ads (formerly AdWords)
Google Analytics
Google Workspace (formerly G Suite)
Microsoft Office 365
Zoom or Microsoft Teams
Dropbox or Google Drive
MailChimp
Video Tutorial
FAQs
Why would I want to use Zapier?
Building a Zap means you can connect other applications to FieldPulse without needing a developer or learning how to code.
How can I get help when setting up a Zap?
Zapier offers a variety of supports, including:
What is the cost to use Zapier?
Zapier's basic plan is completely free. Within this plan you can automate basic workflows with 100 tasks per month. Plus, you have access to:
Zapier automation platform
Unlimited Zaps
Two-step Zaps
AI power-ups
For more advanced needs, visit Zapier's pricing page to learn more.
Have additional questions?
Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.