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Create Housecall Pro customers from new Groundwork kickoff form submissions
Effortlessly manage your customer information by connecting Groundwork to Housecall Pro. With this streamlined workflow, whenever a new kickoff form is submitted in Groundwork, a customer will be created in Housecall Pro, ensuring your client details are always up-to-date and easily accessible. Spend more time on your core business tasks and less time manually transferring information between platforms.
- When this happens...New Kickoff Form SubmittedTriggers when a lead kickoff form is completed.
- automatically do this!Create CustomerCreates a new customer
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More things you can do with Groundwork and Housecall Pro
Discover other triggers and actions you can use with Groundwork and Housecall Pro
- Survey
Try ItTriggerPolling- SurveyRequired
- First NameRequired
- Last NameRequired
- EmailRequired
- PhoneRequired
- Defer Survey
- Send Survey At
- Street Number 1
- Street Number 2
- City
- State
- Zip
ActionWrite- New Scheduled Job
Triggers when a job is scheduled.
Try ItTriggerPolling
- Survey
Try ItTriggerPolling- New Completed Job
Triggers when a job is completed.
Try ItTriggerPolling - First nameRequired
- Last name
- Email
- Mobile number
- Home number
- Work number
- Notifications enabled
- Tag1
- Tag2
- Street
- Street line 2
- City
- State
- Zip
- Country
ActionWrite
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