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Housecall Pro + Microsoft Dynamics 365 CRM

Housecall Pro + Microsoft Dynamics 365 CRM

Add new Microsoft Dynamics 365 CRM leads as customers in Housecall Pro

Effortlessly streamline your sales process with this workflow that connects Microsoft Dynamics 365 CRM to Housecall Pro. When a new lead is added in Microsoft Dynamics 365 CRM, this automation will create a customer in Housecall Pro, saving you time and ensuring a seamless transition for your new clients. Stay organized and focus on nurturing your leads while this integration takes care of the rest.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is created.
  2. automatically do this!
    Create Customer
    Create Customer
    Create CustomerCreates a new customer
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More things you can do with Microsoft Dynamics 365 CRM and Housecall Pro

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Housecall Pro

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
    Polling
    Try It
    • Custom Entity
      Required
    Trigger
    Polling
    Try It
    • Info
    Trigger
    Polling
    Try It
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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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About Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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