CallRail + Housecall Pro

CallRail + Housecall Pro integrations

Create new Housecall Pro customers after completing CallRail phone calls

Effortlessly streamline your call data transition with this workflow. Once a phone call is completed in CallRail, the corresponding customer data is seamlessly transferred to create a new customer in Housecall Pro. This process not only boosts your customer service efficiency but also saves substantial time by eliminating manual data entry. Experience a smoother operation, and focus more on what truly matters - servicing your customers.

When this happens...
Phone Call CompletedTriggers after an inbound phone call has been completed and its recording and transcription have completed and attached. It contains the full data about the call. This trigger should not be expected to be real-time and has a maximum delay of 20 minutes after the hangup before it fires.
TriggerInstant
automatically do this!
Create CustomerCreates a new customer
ActionWrite

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More things you can do with CallRail and Housecall Pro

Discover other triggers and actions you can use with CallRail and Housecall Pro

- Account
  Required
- Companies
  Required
Trigger
Instant
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- Account
  Required
- Company
  Required
Trigger
Instant
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- Accounts
  Required
Trigger
Instant
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- Account
  Required
- Companies
  Required
Trigger
Instant
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- Account
  Required
- Companies
  Required
Trigger
Instant
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- Account
  Required
- Companies
  Required
Trigger
Instant
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- Accounts
  Required
Trigger
Instant
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New Scheduled Job
Triggers when a job is scheduled.
Trigger
Polling
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- Account
  Required
- Companies
  Required
Trigger
Instant
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- Account
  Required
- Companies
  Required
Trigger
Instant
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- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
- Account
  Required
- Companies
  Required
Trigger
Instant
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- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
New Completed Job
Triggers when a job is completed.
Trigger
Polling
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- First name
  Required
- Last name
- Email
- Mobile number
- Home number
- Work number
- Notifications enabled
- Tag1
- Tag2
- Street
- Street line 2
- City
- State
- Zip
- Country
Action
Write

About CallRail

CallRail is an analytics platform designed for those who rely on quality calls and inbound leads to measure success.

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Related categories

Call Tracking

About Housecall Pro

Housecall Pro is a top rated software to run your home service business. We make it easy to schedule, dispatch, estimate, invoice, accept credit cards and get booked online by customers.

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Related categories

Scheduling & Booking

Related Zap Templates

Capture new forms in CallRail to create customers in Housecall Pro

Start new Housecall Pro customers from initiated CallRail phone calls