Housecall Pro + Rosie
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 this happens...New CallTriggers when a new call has been added.
- automatically do this!Create CustomerCreates a new customer
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More things you can do with Rosie and Housecall Pro
Discover other triggers and actions you can use with Rosie and Housecall Pro
- New Booking
Triggers when a new booking is created.
Try ItTriggerInstant - Conversation Type
Try ItTriggerInstant- Yelp Reply Ready
Triggers when Rosie or your team has a message for a Yelp customer. Add the Yelp Leads "Create Message" step after it to post the message in the customer's Yelp thread.
Try ItTriggerInstant - New Completed Job
Triggers when a job is completed.
Try ItTriggerPolling
- New Call
Triggers when a new call has been added.
Try ItTriggerInstant - Conversation Type
Try ItTriggerInstant- Yelp Lead IDRequired
- Customer MessageRequired
- Customer Name
- Yelp Business ID
- Message ID
ActionWrite- New Scheduled Job
Triggers when a job is scheduled.
Try ItTriggerPolling