Loading

Groundwork + Housecall Pro

Create Housecall Pro customers from new Groundwork kickoff form submissions

Effortlessly manage your customer information by connecting Groundwork to Housecall Pro. With this streamlined workflow, whenever a new kickoff form is submitted in Groundwork, a customer will be created in Housecall Pro, ensuring your client details are always up-to-date and easily accessible. Spend more time on your core business tasks and less time manually transferring information between platforms.

Effortlessly manage your customer information by connecting Groundwork to Housecall Pro. With this streamlined workflow, whenever a new kickoff form is submitted in Groundwork, a customer will be created in Housecall Pro, ensuring your client details are always up-to-date and easily accessible. Spend more time on your core business tasks and less time manually transferring information between platforms.

  1. When this happens...
    Housecall ProHousecall Pro
    Create Customer

    Creates a new customer

    ActionWrite
  2. automatically do this!
    GroundworkGroundwork
    New Kickoff Form Submitted

    Triggers when a lead kickoff form is completed.

    TriggerScheduled
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
  • Housecall Pro triggers, actions, and search

    New Completed Job

    Triggers when a job is completed.

    Trigger
    Scheduled
    Try It
    • First nameRequired

    • Last name

    • Email

    • Mobile number

    • Home number

    • Work number

    • Notifications enabled

    • Tag1

    • Tag2

    • Street

    • Street line 2

    • City

    • State

    • Zip

    • Country

    Action
    Write
    • Survey

    Trigger
    Scheduled
    Try It
    • Survey

    Trigger
    Scheduled
    Try It
    • SurveyRequired

    • First NameRequired

    • Last NameRequired

    • EmailRequired

    • PhoneRequired

    • Defer Survey

    • Send Survey At

    • Street Number 1

    • Street Number 2

    • City

    • State

    • Zip

    Action
    Write
groundwork logo
groundwork logo

About Groundwork

Groundwork is a virtual sales tool for contractors so they can stop wasting time on bad leads.
Help

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
housecall-pro logo
housecall-pro logo

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.

Related categories