Beside + Housecall Pro
Create new Housecall Pro customers from new calls in Beside
This workflow comes into play when a call takes place in the Beside app, promptly initiating the Create Customer feature in the Housecall Pro app. Simplify your tasks and cut down manual data entry by streamlining information between your favorite apps. This efficient procedure solves the problem of time-consuming back and forth, promoting effective communication and organization, while giving you more time to focus on growing your business.
This workflow comes into play when a call takes place in the Beside app, promptly initiating the Create Customer feature in the Housecall Pro app. Simplify your tasks and cut down manual data entry by streamlining information between your favorite apps. This efficient procedure solves the problem of time-consuming back and forth, promoting effective communication and organization, while giving you more time to focus on growing your business.
- When this happens...Call
Triggers when a call is finished and its transcription is done.
- automatically do this!Create Customer
Creates a new customer
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