Housecall Pro + RepCard
Create new Housecall Pro customers from newly set RepCard appointments
Set an appointment in RepCard and have the same details directly feed into Housecall Pro to create a new customer profile. This workflow enables streamlined data entry, reducing the chances of errors and the need for manually entering data in multiple places. It not only saves time but also ensures every new appointment in RepCard is paired with a corresponding customer profile in Housecall Pro. Efficient and error-free, this process will enhance your business operations.
Set an appointment in RepCard and have the same details directly feed into Housecall Pro to create a new customer profile. This workflow enables streamlined data entry, reducing the chances of errors and the need for manually entering data in multiple places. It not only saves time but also ensures every new appointment in RepCard is paired with a corresponding customer profile in Housecall Pro. Efficient and error-free, this process will enhance your business operations.
- When this happens...Appointment Set
Triggers when a new Appointment is created for any contact.
- automatically do this!Create Customer
Creates a new customer
- Free forever for core features
- 14 day trial for premium features & apps
Trigger when any appointment is changed to the status(s) below:Required
Try ItNew Contact
Triggers when new contact is created. (Lead, Customer, Recruit, etc.).
Try ItTrigger when any contact is changed to the status(s) below:
Try ItEventRequired
First Name
Last Name
Ticket NumberRequired
Email
Phone Number
Company Name
Ticket TypeRequired