Housecall Pro + Rosie

Create new Housecall Pro customers from new calls in Rosie

When a new call comes in through Rosie, quickly transfer and set up this information as a new customer in your Housecall Pro setup. This automation streamlines your customer creation process, reducing manual data entry and ensuring your Housecall Pro records are always up-to-date with the latest interactions from Rosie. Efficiently manage your time and maintain organized, systematic client records with this workflow.

When a new call comes in through Rosie, quickly transfer and set up this information as a new customer in your Housecall Pro setup. This automation streamlines your customer creation process, reducing manual data entry and ensuring your Housecall Pro records are always up-to-date with the latest interactions from Rosie. Efficiently manage your time and maintain organized, systematic client records with this workflow.

  1. When this happens...
    RosieRosie
    New Call

    Triggers when a new call has been added.

    TriggerInstant
  2. automatically do this!
    Housecall ProHousecall Pro
    Create Customer

    Creates a new customer

    ActionWrite
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  • 14 day trial for premium features & apps

Supported triggers and actions

    • First nameRequired

    • Last name

    • Email

    • Mobile number

    • Home number

    • Work number

    • Notifications enabled

    • Tag1

    • Tag2

    • Street

    • Street line 2

    • City

    • State

    • Zip

    • Country

    Action
    Write
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housecall-pro logo

About Housecall Pro

Housecall Pro is a top rated software to run your home service business. We make it easy to schedule, dispatch, estimate, invoice, accept credit cards and get booked online by customers.

Related categories

  • Scheduling & Booking
rosie logo
rosie logo

About Rosie

Rosie is an AI answering service for businesses. Grow your business while Rosie answers your phone calls, takes messages and sets appointments 24/7.
Learn more

Related categories

  • AI Tools