Create TrueReview contacts for new Housecall Pro scheduled jobs
Effortlessly manage your client list by connecting Housecall Pro and TrueReview with this seamless workflow. Whenever a new scheduled job is added in Housecall Pro, a contact will be created in TrueReview. This automation ensures that your customer information is up to date and organized across platforms, allowing you to focus more on providing top-notch services.
Effortlessly manage your client list by connecting Housecall Pro and TrueReview with this seamless workflow. Whenever a new scheduled job is added in Housecall Pro, a contact will be created in TrueReview. This automation ensures that your customer information is up to date and organized across platforms, allowing you to focus more on providing top-notch services.
- When this happens...New Scheduled Job
Triggers when a job is scheduled.
- automatically do this!Create Contact
Creates a Contact
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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
Drip Campaign Set
Select the drip campaign to use
Try ItName
Phone
Email
Notes
Select Drip Campaign
Select Contact Type