Housecall Pro + OpenPhone

Create new Housecall Pro customers from completed OpenPhone calls

Ensure every call made on OpenPhone translates into a potential lead in Housecall Pro with this efficient workflow. When you finish a call in OpenPhone, a new customer is created in Housecall Pro. This process assists in detail-oriented client management, eliminating the hassle of manual data entry. Now, you can focus more on providing top-notch service to your clients.

When this happens...
Incoming Call Completed
Triggers when an incoming call is completed. If the call is not picked up by you, the answeredAt field will be null. If the user leaves a voicemail, you will get the recording and a transcription on the same object.
TriggerInstant
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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
Scheduled
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- 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
Scheduled
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- 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.