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.
- When this happens...New Call
Triggers when a new call has been added.
- automatically do this!Create Customer
Creates a new customer
- Free forever for core features
- 14 day trial for premium features & apps