Housecall Pro + Startel CMC
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.
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 IntelliForm
Triggers when a new IntelliForm is saved or filed on the specified Client ID.
- automatically do this!Create Customer
Creates a new customer
- Free forever for core features
- 14 day trial for premium features & apps
Client IDRequired
DispositionRequired
Try ItClient IDRequired
Form NameRequired
Member
Dispatch Script
Time Delay
Client ID
Notification ContentRequired
Client IDRequired
Member NameRequired
Client IDRequired
Member IDRequired
Category
Form IDRequired
CommentRequired
Form IDRequired
Client IDRequired
Number of DaysRequired