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Who uses this: Admins can enable it. Availability: Requires an active Angi account.
The Angi integration pulls new Angi leads into FieldPulse as both a Customer record and a Job record automatically, so your office stops re-keying leads by hand and no prospect gets lost between the two systems. Connect your Angi account with your Angi Service Provider ID and every new lead lands in FieldPulse tagged, sourced, and ready to work.

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Overview

The Angi integration sends leads from your Angi account straight into FieldPulse. Once it is active, every new Angi lead creates a Customer record and a Job record at the same time.
  • Customer record. FieldPulse checks whether the lead already exists by matching their email address. If no match is found, FieldPulse creates a new Customer record and assigns it to the founding Admin user on the account. The Lead Source field is set to Angi, an Angi tag is added, and all information collected in Angi — appointment details and interview questions and answers — is added to the record’s Notes.
FieldPulse Customer Record with Lead Source set to Angi and an Angi tag
  • Job record. If you chose a default Job template during setup, FieldPulse creates the Job from that template. If you did not, FieldPulse creates an unscheduled, unassigned Job. An Angi tag is added, the Job follows the default custom status workflow (or the workflow on your selected template), and the same Angi appointment details and interview answers are added to the Job’s Notes.
FieldPulse Job Record for an unscheduled job carrying the Angi tag

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Before you begin

  • You need an active Angi account. Learn more on the Angi partner page.
  • You need your Angi Service Provider ID (SP ID). To find it, log in to your Angi account and open the account drop-down menu at the top — your SP ID appears directly after “ID:”.
  • Setup takes 2–3 business days to connect after you enable it.
Angi account drop-down showing the Service Provider ID beside the account name

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Connect Angi

  1. In FieldPulse, go to Company Settings > Features & Plugins.
  2. Locate the Angi tile and select Enable. Angi tile in FieldPulse Features & Plugins with the Enable button highlighted
  3. In the pop-up window, enter your Angi Service Provider ID (SP ID).
  4. Select a default Job template. FieldPulse uses this template for every Job created from an Angi lead. If you leave it blank, FieldPulse creates an unscheduled Job instead. Set up Angi integration pop-up with Angi User ID and Default Job Template fields
  5. Save the setup.
The connection can take 2–3 business days to finish. After that, new Angi leads flow in automatically.

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What syncs

Your setup is working when a new Angi lead appears in FieldPulse as a Customer record with the Angi lead source and tag, alongside a matching Job record in your Jobs list.