Housecall Pro + Startel CMC

Housecall Pro + Startel CMC integrations

Create new Housecall Pro customers from new Startel CMC intelliforms

Streamline your customer management process by instantly turning new IntelliForms in Startel CMC into customer profiles in Housecall Pro. This effective workflow saves you time, allows for immediate action, and reduces the chances of data input errors. Note: Start shaping your customer service at the very moment an IntelliForm is filled out in Startel CMC.

When this happens...
New IntelliFormTriggers when a new IntelliForm is saved or filed on the specified Client ID.
TriggerPolling
automatically do this!
Create CustomerCreates a new customer
ActionWrite

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More things you can do with Startel CMC and Housecall Pro

Discover other triggers and actions you can use with Startel CMC and Housecall Pro

- Client ID
  Required
- Disposition
  Required
Trigger
Polling
Try It
- Client ID
  Required
- Form Name
  Required
- Member
- Dispatch Script
- Time Delay
Action
Write
- Client ID
- Notification Content
  Required
Action
Write
- Client ID
  Required
- Member Name
  Required
Action
Search
- Form ID
  Required
Action
Search

New Scheduled Job
Triggers when a job is scheduled.
Trigger
Polling
Try It

- Client ID
  Required
- Member ID
  Required
- Category
Action
Write
- Form ID
  Required
- Comment
  Required
Action
Write
- Form ID
  Required
Action
Write
- Client ID
  Required
- Number of Days
  Required
Action
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

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

About Startel CMC

The Startel CMC is a best-in-class contact management system for contact centers and telephone answering services.

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Related categories

Communication