Recognize returning customers
Email and phone matching helps connect a new inquiry to an existing customer record.
HOME SERVICES & BUSINESS SYSTEMS / IMPLEMENTED INTEGRATION
Housecall Pro integrations
Customer matching and lead delivery for NW Home Repair Solutions and NorthWest Exterior Cleaning, carrying the project context into Housecall Pro.
WEBSITE Housecall Pro Lead pipeline
THE BUSINESS NEED
A clearer handoff.
Give repair and cleaning inquiries a structured handoff into the business’s CRM, including who is asking and what their project needs.
WHAT I BUILT
Match an existing customer by normalized email or phone, then attach that customer to a new lead. For a new customer, include their details in lead creation. Carry service information, project notes, address, source, and tags into the handoff.
ROLE
Design, development, and integration implementation.
UNDER THE SURFACE
Keep the project context
The CRM receives the service request and the details someone has already supplied.
Recover from delivery failures
The inquiry and pending delivery are stored together. Failed jobs can retry without losing the original request.
WHAT WORKS DIFFERENTLY
The adapter is implemented in both businesses’ applications. Current portfolio verification covers the implementation and automated delivery safeguards. No new live CRM lead was created for this review, and downstream provider automations were not reverified.
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BEAUTY & WELLNESS
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