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2 contributions to CRM Connector
HouseCall Pro
Is the HouseCall Pro integration you guys have still only with their highest plan?
1 like • 9h
@Melvin Zuidweg thank you. That is what I remember reading just wanted to confirm. Truly appreciate you!
Quickbooks Tags/Filters
A bit of a selfish personal request here 😎. Is there a list of standard tags/filters that quickbooks users have that can be sent to HL? I have a client who uses QB but wants to also add contacts into HL using AI chat and voice. Using the automations from Clay I had to turn off the Contact Created automation so that we won't send review requests to contacts added by AI. My challenge is identifying a specific tag/filter we can add to the contacts coming in from Quickbooks and build an automation to add them to the reviews workflow. Thanks!
3 likes • 4d
This is fantastic. Thank you so very much! Just had to put it all together and understand it.
1-2 of 2
Dan Wright
2
12points to level up
@dan-wright-4234
Exterior cleaning services company owner turned into taking everything I learned and helping other businesses dominate with automations and tech.

Active 7h ago
Joined Dec 1, 2025