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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