⚠️ This report is currently in beta. Please reach out to support@paintscout.com to have it enabled.
The Integration Sources Report is a valuable tool that helps you track the origins of your PaintScout estimates.
Source Names & ID's
When estimates are created through direct integration sources like Workglue, the source name and ID columns are automatically populated for you. This feature simplifies tracking and ensures accuracy. If you’re generating estimates via Zapier, it’s important to input the source information into the action step when setting up your zap.
You can label the Source Name with the originating app, such as HubSpot, or indicate that it was created through Zapier.
Why use this report?
Track Estimate Origins: Easily identify where your estimates are generated, giving you insights into the effectiveness of different integration sources.
Align Your Tech Stack: Gain insights into how your various tools and applications work together, helping you create a more cohesive and efficient technology ecosystem.
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