Housecall Pro + Referral Factory integrations
Create new Housecall Pro customers from new users in Referral Factory
Expand your referral program with this workflow. When a new user joins through Referral Factory, an equivalent customer profile is instantly created in Housecall Pro. This seamless exchange of information ensures your customer database is always up-to-date, saving your team valuable time and reducing the potential for manual data entry errors. Improve your customer management and transform your referral process with this simple yet powerful workflow.
- When this happens...New UserTriggers when a new user has been referred to your campaign. This is often called a new referred lead.
- automatically do this!Create CustomerCreates a new customer
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More things you can do with Referral Factory and Housecall Pro
Discover other triggers and actions you can use with Referral Factory and Housecall Pro
- CampaignRequired
- Which users should we send?Required
Try ItTriggerInstant- CampaignRequired
- First NameRequired
- EmailRequired
- Send Notification
ActionWrite- CouponRequired
ActionWrite- New Completed Job
Triggers when a job is completed.
Try ItTriggerPolling
- Reward
Try ItTriggerInstant- User CodeRequired
ActionWrite- CampaignRequired
- User EmailRequired
ActionWrite- New Scheduled Job
Triggers when a job is scheduled.
Try ItTriggerPolling
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