Housecall Pro + mySalesman

Add Housecall Pro customers when new mySalesman budget quotes are created

When a new budget quote is generated in the mySalesman platform, a corresponding customer is added in Housecall Pro automatically.

When a new budget quote is generated in the mySalesman platform, a corresponding customer is added in Housecall Pro automatically.

  1. When this happens...
    mySalesmanmySalesman
    New Budget Quote Created

    Triggers when new budget quotes are created.

    TriggerPolling
  2. automatically do this!
    Housecall ProHousecall Pro
    Create Customer

    Creates a new customer

    ActionWrite
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Supported triggers and actions

    • First nameRequired

    • Last name

    • Email

    • Mobile number

    • Home number

    • Work number

    • Notifications enabled

    • Tag1

    • Tag2

    • Street

    • Street line 2

    • City

    • State

    • Zip

    • Country

    Action
    Write
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housecall-pro logo

About Housecall Pro

Housecall Pro is a top rated software to run your home service business. We make it easy to schedule, dispatch, estimate, invoice, accept credit cards and get booked online by customers.

Related categories

  • Scheduling & Booking
mysalesman logo
mysalesman logo

About mySalesman

mySalesman is a lead qualification tool for residential construction contractors.

Related categories

  • Sales & CRM