Housecall Pro + Richards Building Supply CRM
Create new contacts and projects in Richards Building Supply CRM for new scheduled jobs in Housecall Pro
When a new job is scheduled in Housecall Pro, this workflow efficiently adds the relevant contact and project details to your Richards Building Supply CRM. It simplifies task management, freeing up valuable time by streamlining data entry processes and ensuring accuracy across platforms. Perfect for businesses in housing and repair industries, this automation keeps your customer records and projects up-to-date, enhancing the productivity of your operations.
When a new job is scheduled in Housecall Pro, this workflow efficiently adds the relevant contact and project details to your Richards Building Supply CRM. It simplifies task management, freeing up valuable time by streamlining data entry processes and ensuring accuracy across platforms. Perfect for businesses in housing and repair industries, this automation keeps your customer records and projects up-to-date, enhancing the productivity of your operations.
- When this happens...New Scheduled Job
Triggers when a job is scheduled.
- automatically do this!Create Contact and Project
This creates a contact and a project that the contact will be connected to.
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New Completed Job
Triggers when a job is completed.
Try ItFirst nameRequired
Last name
Email
Mobile number
Home number
Work number
Notifications enabled
Tag1
Tag2
Street
Street line 2
City
State
Zip
Country
New Scheduled Job
Triggers when a job is scheduled.
Try ItContact's First NameRequired
Contact's Last NameRequired
Contact's Email
Contact's Phone NumberRequired
Contact's Address
Project Address
Project Budget
Project Stage
Project Start Date
Project End Date
Best time to contact?
Zapier Source
Invite to pre-qualify for financing?Required