Housecall Pro + OpenPhone

Create new Housecall Pro customers from newly received OpenPhone messages

Keep your customer service seamless and efficient. With this workflow, when you receive a new message in OpenPhone, it instantly creates a new customer in Housecall Pro. This means you won't have to manually input customer details, saving time and mitigating the risk of errors. Maintain flawless communication and customer records with this simple and straightforward workflow.

When this happens...
Incoming Message Received
Triggers when you receive a message.
TriggerInstant
automatically do this!
Create Customer
Creates a new customer
ActionWrite

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Supported triggers and actions

- Select Phone NumbersRequired
Trigger
Instant
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- Phone NumbersRequired
Trigger
Instant
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- Select Phone NumbersRequired
Trigger
Instant
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- FromRequired
- ToRequired
- MessageRequired
- Mark conversation as done
Action
Write
New Scheduled Job
Triggers when a job is scheduled.
Trigger
Polling
Try It

- Select Phone NumbersRequired
Trigger
Instant
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- Phone NumbersRequired
Trigger
Instant
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- ID
- First Name
- Last Name
- Company
- Job Title
- Phone Numbers
- Email Addresses
- Share With
Action
Write
New Completed Job
Triggers when a job is completed.
Trigger
Polling
Try It
- 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

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.