InsertChat + Housecall Pro
Create new Housecall Pro customers from new InsertChat sessions
Streamline your customer management with this easy workflow. When a new chat session begins in InsertChat, it triggers the creation of a new customer in Housecall Pro. This simplifies record keeping, ensures immediate follow-ups, and lets you focus on providing top-quality customer service. Save time and improve efficiency using this seamless integration.
Streamline your customer management with this easy workflow. When a new chat session begins in InsertChat, it triggers the creation of a new customer in Housecall Pro. This simplifies record keeping, ensures immediate follow-ups, and lets you focus on providing top-quality customer service. Save time and improve efficiency using this seamless integration.
- When this happens...New Chat Session
Triggers when a new chat session is created.
- automatically do this!Create Customer
Creates a new customer
- Free forever for core features
- 14 day trial for premium features & apps
New AI Chatbot
Triggers when a new AI chatbot is created.
Try ItNew Lead
Triggers when a new lead is created.
Try ItLabelRequired
PurposeRequired
AI Persona
Knowledge Source LimitationRequired
AI ModelRequired
AI CreativityRequired
AI Name
Your Company Name
Chatbot UID
EmailRequired
First Name
Last Name
Phone
Address
Website
Gender
Company
Job Title
Job Role
Message