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.
- When this happens...Create Customer
Creates a new customer
- automatically do this!New Kickoff Form Submitted
Triggers when a lead kickoff form is completed.
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