Housecall Pro + Smith.ai
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.
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.
- When this happens...New Call
Triggers when a new call is created.
- automatically do this!Create Customer
Creates a new customer
- Free forever for core features
- 14 day trial for premium features & apps
New Call
Triggers when a new call is created.
Try ItCampaign IDRequired
First NameRequired
Last NameRequired
Phone NumberRequired
Email Address
Additional Data Field 1
Additional Data Field 2
Additional Data Field 3
New Scheduled Job
Triggers when a job is scheduled.
Try It
First Name
Last Name
NumberRequired
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
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