Create new Housecall Pro customers from new leads in Networx
Streamline your customer onboarding process with this seamless workflow. When a new lead is added in Networx, the same information will be used to create a customer in Housecall Pro. This automatic process makes sure you can keep track of your leads and customers across both platforms, saving you the hassle of manually entering data. Simplify your work, and focus more on nurturing your leads and serving your customers.
Streamline your customer onboarding process with this seamless workflow. When a new lead is added in Networx, the same information will be used to create a customer in Housecall Pro. This automatic process makes sure you can keep track of your leads and customers across both platforms, saving you the hassle of manually entering data. Simplify your work, and focus more on nurturing your leads and serving your customers.
- When this happens...New Lead
Triggers when a new lead is received.
- automatically do this!Create Customer
Creates a new customer
- Free forever for core features
- 14 day trial for premium features & apps
New Lead
Triggers when a new lead is received.
Try ItNew 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
Lead IDRequired
Client IDRequired
Is SuccessRequired
Webhook ResponseRequired
New Scheduled Job
Triggers when a job is scheduled.
Try It