GoDaddy CRM + Homeworks

GoDaddy CRM + Homeworks integrations

Create new Homeworks customers from new customers in GoDaddy CRM

This workflow springs into action the moment you add a new customer to your GoDaddy CRM. It's designed to keep your Homeworks up to date, allowing you to create a new customer profile seamlessly in Copilot the instant an addition happens in GoDaddy CRM. By ensuring parity across your platforms, it assists in managing your customer relations efficiently, eliminating the need for manual data entries.

When this happens...
New CustomerTriggers when a new customer is created.
TriggerInstant
automatically do this!
Create CustomerCreates a new customer.
ActionWrite

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More things you can do with GoDaddy CRM and Homeworks

Discover other triggers and actions you can use with GoDaddy CRM and Homeworks

New Customer
Triggers when a new customer is created.
Trigger
Instant
Try It
- Email
  Required
- Email Marketing Consent
  Required
- List
- First Name
- Last Name
- Phone
- Address
- Address Line 2
- Country
- City
- State
- Postal Code
- Organization
- Job Title
- Is Customer?
- Is Subscriber?
- Other Emails
- Other Phones
- Other Addresses
- URLs
- Social Profiles
- Instant Messages
- Notes
- Suppressed?
- Tracking Disabled?
- Has access to private pages?
- Is Blog Subscriber?
Action
Write
Close Visit
Triggers when a visit to a customer is closed.
Trigger
Polling
Try It
New Customer
Triggers when a new customer is added.
Trigger
Polling
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New Invoice
Triggers when a new invoice is added.
Trigger
Polling
Try It

New Property
Triggers when a new property is added.
Trigger
Polling
Try It
Visit Not Serviced
Triggers when a visit is marked as not serviced.
Trigger
Polling
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- Customer
  Required
- Estimate Number
- Estimate Date
- Item Name
  Required
- Item Quantity
  Required
- Item Rate
  Required
- Item Tax Percent
- Item Description
- Discount Percent
- Estimate Notes
Action
Write
- Type
  Required
- To-do Title
  Required
- To-do Type
- Description
- Customer
- Property
Action
Write
- Property
  Required
- Property Name
- Property Size
- Property Size Type
- County Tax
- City Tax
- State Tax
- Address
- Country
- City
- State
- Postal Code
- Property Notes
Action
Write
- Search Field
  Required
- Search Value
  Required
Action
Search

Updated Customer
Triggers when a customer is updated.
Trigger
Instant
Try It
- Email
  Required
- Email Marketing Consent
  Required
- List
- First Name
- Last Name
- Phone
- Address
- Address Line 2
- Country
- City
- State
- Postal Code
- Organization
- Job Title
- Is Customer?
- Is Subscriber?
- Other Emails
- Other Phones
- Other Addresses
- URLs
- Social Profiles
- Instant Messages
- Notes
- Suppressed?
- Tracking Disabled?
- Has access to private pages?
- Is Blog Subscriber?
Action
Write
Inactive Customer
Triggers when a customer is made inactive.
Trigger
Polling
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New Expense
Triggers when a new expense is added.
Trigger
Polling
Try It
New Payment
Triggers when a new payment is received.
Trigger
Polling
Try It
New To-Do
Triggers when a new to-do is added.
Trigger
Polling
Try It
- Customer Type
- Business Name
  Required
- First Name
- Last Name
- Email Address
- Phone Number
- Mobile Number
- Address
- Country
- City
- State
- Postal Code
Action
Write
- Customer
  Required
- Invoice Number
- Invoice Date
- Item Name
  Required
- Item Quantity
  Required
- Item Rate
  Required
- Item Tax Percent
- Item Description
- Discount Percent
- Invoice Notes
Action
Write
- Customer
  Required
- Business Name
- First Name
- Last Name
- Email Address
- Phone Number
- Address
- Country
- City
- State
- Postal Code
- Tax Exempt
Action
Write
- Search Field
  Required
- Search Value
  Required
Action
Search
- Search Field
  Required
- Search Value
  Required
Action
Search

About GoDaddy CRM

GoDaddy CRM is a tool that allows you to manage and interact with your customers on the GoDaddy platform.

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Related categories

Contact Management

About Homeworks

Homeworks is a software that automates business processes and workflows by scheduling, routing, automatic invoicing, payment processing, and online booking.

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Related categories

Sales & CRM