CallRail + Housecall Pro
Create new Housecall Pro customers after completing CallRail phone calls
Effortlessly streamline your call data transition with this workflow. Once a phone call is completed in CallRail, the corresponding customer data is seamlessly transferred to create a new customer in Housecall Pro. This process not only boosts your customer service efficiency but also saves substantial time by eliminating manual data entry. Experience a smoother operation, and focus more on what truly matters - servicing your customers.
Effortlessly streamline your call data transition with this workflow. Once a phone call is completed in CallRail, the corresponding customer data is seamlessly transferred to create a new customer in Housecall Pro. This process not only boosts your customer service efficiency but also saves substantial time by eliminating manual data entry. Experience a smoother operation, and focus more on what truly matters - servicing your customers.
- When this happens...Phone Call Completed
Triggers after an inbound phone call has been completed and its recording and transcription have completed and attached. It contains the full data about the call. This trigger should not be expected to be real-time and has a maximum delay of 20 minutes after the hangup before it fires.
- automatically do this!Create Customer
Creates a new customer
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