Create Housecall Pro customers from new The Customer Factor prospects
Effortlessly manage your potential clients with this seamless workflow between The Customer Factor and Housecall Pro apps. When a new prospect is added in The Customer Factor, a customer profile will be created in Housecall Pro, ensuring your contacts are organized and up-to-date. Save time and keep track of your leads efficiently with this simple automation.
Effortlessly manage your potential clients with this seamless workflow between The Customer Factor and Housecall Pro apps. When a new prospect is added in The Customer Factor, a customer profile will be created in Housecall Pro, ensuring your contacts are organized and up-to-date. Save time and keep track of your leads efficiently with this simple automation.
- When this happens...New Prospect
Triggers when you add a new prospect in The Customer Factor.
- automatically do this!Create Customer
Creates a new customer
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Estimate Accepted
Triggered when an estimate is accepted in The Customer Factor
Try ItJob Completed
Triggers when a job is marked as completed in The Customer Factor.
Try ItNew Estimate
Triggered when a new estimate is scheduled in The Customer Factor
Try ItNew Job
Triggered when a new job is scheduled in The Customer Factor
Try It
Estimate Emailed
Triggered when an estimate is emailed in The Customer Factor
Try ItNew Customer
Triggers when a new customer is added to The Customer Factor.
Try ItNew Invoice
Triggers when new invoice is created in The Customer Factor.
Try ItNew Payment
Triggers when an invoice is paid in The Customer Factor.
Try It