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Housecall Pro + Smith.ai

Housecall Pro + Smith.ai

Housecall Pro + Smith.ai integrations

Create new Housecall Pro customers from new Smith.ai calls

Elevate your customer service with this automation that converts each new call in the Smith.ai system into a new customer profile on Housecall Pro. After each call, this workflow promptly creates a detailed customer record in Housecall Pro, enabling your team to track and manage customer relationships seamlessly. It's a simple, efficient solution for turning valuable conversation into actionable data. Get started with this workflow to enhance your client management process.

  1. When this happens...
    New Call
    New Call
    New CallTriggers when a new call is created.
    TriggerPolling
  2. automatically do this!
    Create Customer
    Create Customer
    Create CustomerCreates a new customer
    ActionWrite
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More things you can do with Smith.ai and Housecall Pro

Discover other triggers and actions you can use with Smith.ai and Housecall Pro

  • Smith.ai triggers, actions, and search
    New Call

    Triggers when a new call is created.

    Trigger
    Polling
    Try It
    • Campaign ID
      Required
    • First Name
      Required
    • Last Name
      Required
    • Phone Number
      Required
    • Email Address
    • Additional Data Field 1
    • Additional Data Field 2
    • Additional Data Field 3
    Action
    Write
  • Housecall Pro triggers, actions, and search
    New Scheduled Job

    Triggers when a job is scheduled.

    Trigger
    Polling
    Try It
    • First Name
    • Last Name
    • Number
      Required
    • Email Address
    • What should we do?
      Required
    • What if they don't answer?
      Required
    • Language
    • When would you like us to call back?
      Required
    • Summary Email
    Action
    Write
  • Housecall Pro triggers, actions, and search
    New Completed Job

    Triggers when a job is completed.

    Trigger
    Polling
    Try It
    • First name
      Required
    • 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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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.
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Related categories
Scheduling & Booking
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About Smith.ai
Smith.ai is a call answering & intake service for small & solo businesses. Our live, North America-based virtual receptionists capture & qualify leads, book new clients, and build better relationships with your existing clients.
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Related categories
Phone & SMS