Home Pro Caller and Salesflare

How to connect Home Pro Caller

What you can automate

  • When new Contact in Home Pro Caller, find or create contact in Salesflare.
  • When new Quote in Home Pro Caller, create opportunity in Salesflare.
  • When payment Received in Home Pro Caller, create opportunity, then find or create contact in Salesflare.
  • When new Opportunity in Salesflare, create Quote in Home Pro Caller.

About Home Pro Caller

Home Pro Caller is an AI Receptionist platform for Home Service Pros that can answer the phone and quote, book, capture signatures and accept payments.

Home Pro Caller operations on Zapier

Triggers (5)

Start a workflow when this happens

  • Appointment Scheduled — Triggers when a new appointment is created.
  • New Contact — Triggers when a new contact is created.
  • New Quote — Triggers when a new quote is created.
  • Payment Received — Triggers when payment received.
  • Quote Accepted — Triggers when a new quote is accepted.

Actions (4)

Things Salesflare can make it do

  • Create Contact — Creates a new contact record.
  • Create Lead — Creates a new lead record.
  • Create Quote — Creates a new quote record.
  • Update Contact — Updates an existing contact.

Searches (2)

Look up existing records

  • Find Contact — Finds an existing contact by email or phone number.
  • Find Quote — Finds existing quotes by contact or status.

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