1.Detects new scheduled job
Integrate Housecall Pro and scheduling metadata sources to capture customer info from the booking payload and start the contact flow.
Add or update customer contact from scheduled jobs
Automatically monitor new scheduled jobs from Housecall Pro across CRM and contact address books. Update or create Google Contacts by match statusβso you can keep mobile phone, addresses, and scheduling notes current without manual contact chasing.
How this automation keeps your contacts up to date
When new jobs get scheduled but contact details drift, field teams waste time calling wrong numbers or sending updates to outdated addresses. This automation watches Housecall Pro scheduled-job payloads and searches, updates, or creates Google Contacts recordsβso your team always has current contact details.
Housecall Proor swap with your favorite app
2.Searches contact by name
Integrate Google Contacts and contact matching rules to find an existing contact by name and mobile number for next actions.
Google Contactsor swap with your favorite app
3.Updates contact on match
Integrate Google Contacts and address book fields to update name, phone, and address and add scheduling context as a note.
4.Creates contact on no match
Integrate Google Contacts and address book fields to create a new contact with phone, address, and the initial scheduling note.
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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