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Housecall Pro + Instant Roofer

Housecall Pro + Instant Roofer

Create Housecall Pro customers from new Instant Roofer leads

Follow up with new prospects easily with this integration. This Zap will automatically create a Housecall Pro customer from each new Instant Roofer lead. It will also associate the material type as a tag and tag the customer as an Instant Roofer lead.

Note: Notifications are set to true by default but can be adjusted. Also we highly recommend creating additional notes for the customer in Housecall Pro to associate the roof size, roof price, and solar roof information (if supported).

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a roof replacement is requested.
  2. automatically do this!
    Create Customer
    Create Customer
    Create CustomerCreates a new customer
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More things you can do with Instant Roofer and Housecall Pro

Discover other triggers and actions you can use with Instant Roofer and Housecall Pro

    • First name
      Required
    • 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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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.
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About Instant Roofer
Send your online roof replacement leads straight from Instant Roofer to your favorite CRM, Google Sheets, Email, and more.
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