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3 contributions to CRM Connector
New Connection Request
Happy New Year everyone! I would like to make a request for a Freshbooks accounting software integration. Their website reads that they have an open API, here is the link: https://www.freshbooks.com/api/start?srsltid=AfmBOor_R0qj2MvEOmBAmEjTBJcMx1wSQFC8tAMlF_Gc7_X_qgJLXjwE
0 likes • 13d
@Twan Roelofsen message sent
HouseCall Pro
Is the HouseCall Pro integration you guys have still only with their highest plan?
1 like • Dec '25
@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 • Dec '25
This is fantastic. Thank you so very much! Just had to put it all together and understand it.
1-3 of 3
Dan Wright
2
10points 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 2m ago
Joined Dec 1, 2025