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PestPac

The PestPac integration offers a powerful two-way workflow solution for pest control companies, bridging the gap between sales and service operations.

Source Type:
Pest Control Software

Delivery Format:
API

Integration Type:
Two-Way Workflow

Website:
PestPac Website

Overview

The PestPac integration offers a powerful two-way workflow solution for pest control companies, bridging the gap between sales and service operations. Unlike inbound-only lead providers, this integration allows SalesExec to create and update records—including Leads, Locations (customer accounts/addresses), Tasks, Services, and even Credit Cards—directly within your PestPac system. This ensures that actions taken by your sales team in SalesExec, such as booking an appointment or closing a sale, automatically trigger corresponding updates in PestPac, eliminating manual data entry and streamlining operations.

How It Works

The integration is highly configurable, allowing you to choose which SalesExec dispositions (e.g., "Sold" or "Schedule Service") will trigger data transfer to PestPac. Upon disposition, SalesExec executes a series of API calls to PestPac, pushing relevant lead and customer information. This ensures that new customer accounts, service appointments, or follow-up tasks are seamlessly created in PestPac. Initial setup involves inputting essential PestPac API credentials (including API Key, Tenant ID, Client ID, Client Secret, Username, Password, and PestPac Host URL) and configuring retry logic for robust data transfer.

Benefits
  • Streamlined Operations: Automate the transfer of sales data to service and billing, connecting your sales and field teams.
  • Eliminate Manual Entry: Automatically create or update customer accounts, service orders, and tasks in PestPac based on SalesExec activities.
  • Improved Efficiency: Reduce administrative overhead and data duplication across platforms.
  • Enhanced Data Accuracy: Ensure consistent and accurate information flows between sales and service systems.
  • Configurable Workflows: Tailor the integration to your specific business processes by choosing which dispositions trigger data transfers.
Auth and Settings
Setting Description
API Key API key provided by PestPac for authenticating API requests.
Tenant ID (Company Key) Unique identifier for your PestPac company account (tenant).
Client ID OAuth client ID for secure API access.
Client Secret OAuth client secret paired with the client ID.
Password Password for the PestPac API user (if required).
PestPac Host URL Base URL for PestPac API endpoints (e.g., https://api.pestpac.com).
Attempts Number of retry attempts for failed API calls (default: 0).
Retry Interval (s) Interval in seconds between retry attempts (default: 0).
Failure Notification Email Addresses Comma-separated list of email addresses to notify on repeated API failures.
Data Exchange
Inbound (PestPac → SalesExec)

None

Outbound (SalesExec → PestPac)

SalesExec Lead Fields (Mapping)

Map the relevant SalesExec lead fields to the corresponding PestPac objects below.

PestPac Object Schemas

Note  | The integration requires that the following Location fields are always mapped: • Division  • Source  • Type In addition, at least one of these Location phone fields must be mapped to enable Location searching: • Phone  • AlternatePhone  • MobilePhone

PestPac – Location Fields

Field Description
Branch PestPac branch office handling the location.
Company Company name associated with the location.
LastName Customer's last name.
FirstName Customer's first name.
Address Primary street address.
Address2 Secondary address line (e.g., suite or apartment).
City City of the location.
State State or province.
Zip Postal or ZIP code.
Country Country of the location.
Phone Primary phone number.
AlternatePhone Secondary phone number.
MobilePhone Mobile phone number.
Email Email address for the location/customer.
Division PestPac division code (required).
Source Lead source or marketing channel (required).
Type Location type/category (required).

PestPac – Lead Fields

Field Description
LeadType Type of lead (e.g., new, existing customer).
WorkStatus Current status of the work or lead.
Name Full name for the lead record.
FirstName Lead's first name.
LastName Lead's last name.
Company Company name for the lead.
Address Street address for the lead.
Address2 Additional address information.
City City for the lead.
State State or province.
Zip Postal or ZIP code.
Country Country for the lead.
Phone Primary phone number.
AlternatePhone Secondary phone number.
MobilePhone Mobile phone number.
Email Email address for the lead.
LocationType Type/category of the location.
Source Lead source or marketing channel.
LeadCost Cost associated with acquiring the lead.
ServiceCode Code for the requested service.
SalesPerson Assigned salesperson.
TargetPest Target pest(s) for the service.
ProposalValue Value of the service proposal.
Comment Additional comments or notes.

PestPac – Task Fields

Field Description
TaskType Type of task to be performed.
TaskForUser User assigned to the task.
Subject Task subject or title.
Description Detailed description of the task.
Priority Task priority (e.g., high, medium, low).
Status Current status of the task.

PestPac – Servicing Fields

Recurring Service

Field Description
Setup Recurring Service Indicates if recurring service should be set up (Yes/No).
Recurring Duration (Minutes) Duration of each recurring service in minutes.
Recurring Schedule Schedule pattern for recurring service.
Recurring Start Date Start date for recurring service.
Recurring Route Route assigned for recurring service.
Recurring SetupType Setup type for recurring service.
Recurring EarliestTime Earliest allowed time for service.
Recurring LatestTime Latest allowed time for service.
Recurring Billing Schedule Billing schedule for recurring service.
Recurring Billing Amount Billing amount for recurring service.
Recurring Billing LastGen Last billing generation date.
Recurring Billing IncreaseDate Date for next billing increase.
Recurring Sales Salesperson or sales info for recurring service.
Recurring Terms Terms and conditions for recurring service.

One‑Time Service

Field Description
Setup One-Time Service Indicates if one-time service should be set up (Yes/No).
One-Time Duration (Minutes) Duration of the one-time service in minutes.
One-Time Target Pest Target pest(s) for the one-time service.
One-Time Sales Salesperson or sales info for one-time service.
One-Time Location Instructions Special instructions for the service location.
One-Time Order Instructions Special instructions for the order.
One-Time Service Instructions Service-specific instructions.
One-Time Terms Terms and conditions for one-time service.

PestPac – Special Fields

Field Description
PestPacBillId Unique identifier for the PestPac bill.
PestPacLeadId Unique identifier for the PestPac lead.
PestPacLocationId Unique identifier for the PestPac location.
PestPacServiceOrderId Unique identifier for the PestPac service order.
PestPacServiceSetupId Unique identifier for the PestPac service setup.

Read the KB article: PestPac by WorkWave

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