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Housecall Pro + OpenPhone

Create new Housecall Pro customers from completed OpenPhone calls

Ensure every call made on OpenPhone translates into a potential lead in Housecall Pro with this efficient workflow. When you finish a call in OpenPhone, a new customer is created in Housecall Pro. This process assists in detail-oriented client management, eliminating the hassle of manual data entry. Now, you can focus more on providing top-notch service to your clients.

Ensure every call made on OpenPhone translates into a potential lead in Housecall Pro with this efficient workflow. When you finish a call in OpenPhone, a new customer is created in Housecall Pro. This process assists in detail-oriented client management, eliminating the hassle of manual data entry. Now, you can focus more on providing top-notch service to your clients.

  1. When this happens...
    OpenPhoneOpenPhone
    Incoming Call Completed

    Triggers when an incoming call is completed. If the call is not picked up by you, the answeredAt field will be null. If the user leaves a voicemail, you will get the recording and a transcription on the same object.

    TriggerInstant
  2. automatically do this!
    Housecall ProHousecall Pro
    Create Customer

    Creates a new customer

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Select Phone NumbersRequired

    Trigger
    Instant
    Try It
    • Phone NumbersRequired

    Trigger
    Instant
    Try It
    • Select Phone NumbersRequired

    Trigger
    Instant
    Try It
    • FromRequired

    • ToRequired

    • MessageRequired

    • Mark conversation as done

    Action
    Write
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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.

Related categories

  • Scheduling & Booking
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About OpenPhone

OpenPhone is a new phone for business. It comes with powerful calling, messaging, and a lightweight CRM.
Learn more

Related categories