Housecall Pro + Smith.ai

Create new Housecall Pro customers from new Smith.ai calls

Elevate your customer service with this automation that converts each new call in the Smith.ai system into a new customer profile on Housecall Pro. After each call, this workflow promptly creates a detailed customer record in Housecall Pro, enabling your team to track and manage customer relationships seamlessly. It's a simple, efficient solution for turning valuable conversation into actionable data. Get started with this workflow to enhance your client management process.

Elevate your customer service with this automation that converts each new call in the Smith.ai system into a new customer profile on Housecall Pro. After each call, this workflow promptly creates a detailed customer record in Housecall Pro, enabling your team to track and manage customer relationships seamlessly. It's a simple, efficient solution for turning valuable conversation into actionable data. Get started with this workflow to enhance your client management process.

  1. When this happens...
    Smith.aiSmith.ai
    New Call

    Triggers when a new call is created.

    TriggerScheduled
  2. automatically do this!
    Housecall ProHousecall Pro
    Create Customer

    Creates a new customer

    ActionWrite
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Supported triggers and actions

What does this mean?
    • First Name

    • Last Name

    • NumberRequired

    • Email Address

    • What should we do?Required

    • What if they don't answer?Required

    • Language

    • When would you like us to call back?Required

    • Summary Email

    Action
    Write
  • Housecall Pro triggers, actions, and search

    New Completed Job

    Triggers when a job is completed.

    Trigger
    Scheduled
    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
housecall-pro logo
housecall-pro logo

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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Related categories

  • Scheduling & Booking
smithai-zapier-app-da100556 logo
smithai-zapier-app-da100556 logo

About Smith.ai

Smith.ai is a call answering & intake service for small & solo businesses. Our live, North America-based virtual receptionists capture & qualify leads, book new clients, and build better relationships with your existing clients.
Learn moreHelp

Related categories

  • Phone & SMS