Create new Housecall Pro customers from new leads in M1
Effortlessly manage your client base with this efficient workflow. Once a new lead is detected in the M1 app, their details will be used to create a customer profile in the Housecall Pro app seamlessly. This process not only saves time but ensures you always have the latest contact information at your fingertips. Boost your efficiency and keep your customer profiles current without breaking a sweat.
Effortlessly manage your client base with this efficient workflow. Once a new lead is detected in the M1 app, their details will be used to create a customer profile in the Housecall Pro app seamlessly. This process not only saves time but ensures you always have the latest contact information at your fingertips. Boost your efficiency and keep your customer profiles current without breaking a sweat.
- When this happens...Lead
Triggers when a new lead communicates with you or you communicate with a new lead.
- automatically do this!
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