Housecall Pro + SumoQuote
Create new Housecall Pro customers from signed SumoQuote reports
Speed up your client onboarding process with this efficient workflow. Once you get a signed report in SumoQuote, it immediately creates a new customer record in Housecall Pro. This seamless process carries important client information over, saving time and reducing potential manual errors. Streamline your operations and keep your customer data updated with this handy workflow.
Speed up your client onboarding process with this efficient workflow. Once you get a signed report in SumoQuote, it immediately creates a new customer record in Housecall Pro. This seamless process carries important client information over, saving time and reducing potential manual errors. Streamline your operations and keep your customer data updated with this handy workflow.
- When this happens...Report Signed
Triggers when a Report is signed by all signatories.
- automatically do this!Create Customer
Creates a new customer
- Free forever for core features
- 14 day trial for premium features & apps
Email Bounced
Triggers when a notification, sent from SumoQuote has bounced.
Try ItEmail Opened
Triggers when an email, sent from SumoQuote, has been opened for the first time.
Try ItReport Sent for Signatures
Triggers when a quote is sent for signatures. This trigger will be raised once per signature request sequence. A signature request sequence can include 1 - 4 signatories.
Try ItProject Updated
Triggers when a SumoQuote Project is updated.
Try It
Email Clicked
Triggers when an email, sent from SumoQuote has been clicked. You can receive this email multiple times.
Try ItProject Created
Triggers when a new SumoQuote project is created.
Try ItReport Signed
Triggers when a Report is signed by all signatories.
Try ItCustomer First NameRequired
Customer Last Name
Email
Phone
Address Line 1Required
City
State
Zip Code
Project Id
Salesperson Email
Date Created
CompanyCam Project Id