What you can automate

When new Customer in Homebase360, find or create account, then find or create contact, then add contact to account in Salesflare.

When new Estimate in Homebase360, create opportunity in Salesflare.

When new Lead in Homebase360, find or create contact in Salesflare.

When updated Customer in Homebase360, find or create account, then find or create contact, then add contact to account in Salesflare.

When updated Estimate in Homebase360, create opportunity in Salesflare.

About Homebase360

Homebase360 is a CRM with tools that enable small businesses in the home services industry to manage all aspects of their operations digitally in one app.

Homebase360 operations on Zapier

Triggers (7)

Start a workflow when this happens

New Customer — Triggers when a new customer is created in your Homebase360 account.
New Estimate — Triggers when a new estimate is created in your Homebase360 account.
New Job — Triggers when a new job is created in your Homebase360 account.
New Lead — Triggers when a new lead is created in your Homebase360 account.
Updated Customer — Triggers when an existing customer is updated (details, address, tags, notes, notifications, or payment method).

Show 2 more triggers

Updated Estimate — Triggers when an estimate is updated — details, sent, approved, declined, or converted to a job.
Updated Job — Triggers when a job is updated — details, status, payment, review, or execution milestones.

Actions (4)

Things Salesflare can make it do

Create Customer — Creates a new customer with contact information, notes, and tags.
Create Job — Creates a new job with customer, schedule, line items, and optional employee dispatch.
Create Lead — Creates a new lead. You can either provide customer details (and we'll find or create the customer) or provide an existing customer ID.
Update Customer — Updates an existing customer. Only updates the fields you provide.

Searches (3)

Look up existing records

Get Customers — Retrieves customers based on search criteria. Search by customer ID, phone number or email. Supports pagination for large result sets.
Get Jobs — Retrieves jobs based on search criteria. Search by job ID, customer ID, or date range. If no date range is provided, returns jobs starting today or later. Supports pagination for large result sets.
Get Leads — Retrieves leads based on search criteria. Search by lead ID, customer ID, or status. Supports pagination for large result sets.

Homebase360 and Salesflare

How to connect Homebase360