Automations, integrations and your data

This video covers what runs by itself and what connects to ECHOPS: automations, integrations, sending leads to your CRM, downloading your data, and the Archive, with importing past deals and jobs.

Automations

Open Settings, then Automations. Automations come with the Crew and Company plans, for owners and admins. Tiles show your rules, the built-in automations that ran this week, what fired today, and any failures.

Built-in

Built-in lists what ECHOPS does by itself: what sets it off, what it does, and when it last ran. Click Pause to stop one, and Turn back on to start it again. A few have their own settings, like signing reminders, linked from the list.

New rule

Your rules are your own. Start from an example with Use this, or click New rule and name it. Under When, pick what happens, like a deal is won, and click Add a condition to narrow it. Under Then, add up to four steps: tell people in the app, send an email, text the client, post to a webhook, or send a client survey.

Saving and testing

Fill in from the event drops in the client's name and other details. Click Save the rule. Test runs it once, for real, with a made-up event. Rules check what happened every two minutes. Pause a rule, or archive it, and the Activity tab lists each run and any failures. A text only goes to clients who agreed to texts.

Integrations

Integrations is where leads come in. The lead door gives you one private address for your website forms, Webflow, WordPress or Zapier. Copy it, follow How to connect it, and click Send a test lead. The last few deliveries show underneath.

More lead sources

Below are Google Ads lead forms, CallRail, and lead emails from marketplaces like Angi and Thumbtack, each turned on with its own button. Facebook and Instagram lead ads and Google Local Services leads have their own sections. Import leads from a spreadsheet brings in past leads from a CSV file.

Send leads to your CRM

Send leads to your CRM posts each new lead to another tool, a few seconds after it arrives. Paste your CRM's webhook address, like a Zapier hook, and click Turn it on. Then click Send a test lead. Latest deliveries shows each one, with Send again on any that failed.

Data export

Data export downloads your leads, contacts, deals, quotes and appointments, each as a CSV file that opens in Excel, Numbers or Google Sheets. Test leads and deals are left out, and every download is noted in the audit log.

The Archive

The Archive, under More, holds closed leads, won and lost deals, and finished jobs, off the boards and read-only. Search by name, phone or email, group by year, outcome, location or kind, and click Restore to bring one back.

Archiving

Archive a closed lead, deal or job from its own page. Owners and admins can click Archive them, to clear everything closed more than thirty days ago in one go. A won deal goes once its job is finished.

Import past deals and jobs

Coming from another system? Click Import past jobs and choose a CSV file with one row per deal, won or lost. Check the rows, then click Import. A won row becomes a won deal and its finished job, and both go straight to the Archive. Importing the same file again updates them.

Check your integrations now and then, and send a test lead after any change to your website, so no lead slips through. That's the tour of ECHOPS.