Housecall Pro + Perspective integrations
Generate new Housecall Pro customers from new leads in Perspective funnel
Nurture your fresh leads by promptly initiating a seamless transition from Perspective to Housecall Pro. With this workflow, as soon as a new lead emerges on Perspective, it quickly generates a new customer profile in Housecall Pro. Not only does this automate your customer onboarding process, but it also paves the way for efficient lead management, giving you more time to focus on improving your services.
- When this happens...New Lead via FunnelTriggers when a new lead is created via a funnel.
- automatically do this!Create CustomerCreates a new customer
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- 14 day trial for premium features & apps
More things you can do with Perspective and Housecall Pro
Discover other triggers and actions you can use with Perspective and Housecall Pro
- FunnelRequired
Try ItTriggerInstant- FunnelRequired
ActionWrite- New Scheduled Job
Triggers when a job is scheduled.
Try ItTriggerPolling
- FunnelRequired
Try ItTriggerInstant- New Completed Job
Triggers when a job is completed.
Try ItTriggerPolling - First nameRequired
- Last name
- Email
- Mobile number
- Home number
- Work number
- Notifications enabled
- Tag1
- Tag2
- Street
- Street line 2
- City
- State
- Zip
- Country
ActionWrite
Related categories
Perspective is a mobile funnel builder which lets you create beautiful mobile experiences.
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