Create new customer in Housecall Pro from CallRail phone call details
Create new customer in Housecall Pro from CallRail phone call details
Create new customer records in Housecall Pro when an inbound phone call starts in CallRail. Capture relevant customer details from the call for faster onboarding and improved customer management.
Workflow preview:
Zap details:
Overview
Create new customer records in Housecall Pro when an inbound phone call starts in CallRail. Capture relevant customer details from the call for faster onboarding and improved customer management.