Housecall Pro + Popl
Create new Housecall Pro customers from new leads in Popl for any team member
With this workflow, immediately transform new leads from the Popl app into customers in Housecall Pro. Capitalize on fresh connections without missing a beat by taking new lead information and transforming it into a complete customer profile. This straightforward automation minimizes manual data entry and ensures valid leads never slip through the cracks, saving your team valuable time and helping you grow your customer base effortlessly.
With this workflow, immediately transform new leads from the Popl app into customers in Housecall Pro. Capitalize on fresh connections without missing a beat by taking new lead information and transforming it into a complete customer profile. This straightforward automation minimizes manual data entry and ensures valid leads never slip through the cracks, saving your team valuable time and helping you grow your customer base effortlessly.
- When this happens...New Lead (For Any Team Member)
Triggers when any member of your team collects a new lead.
- automatically do this!Create Customer
Creates a new customer
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