Turn Every Lead Into Instant Action

Automatically sync leads from Meta and Yelp directly into Housecall Pro. No manual entry. No delays. Just real-time lead capture that gets your team to the job faster than your competition.

PROBLEM

Lead Chaos Is Costing You Jobs

HVAC companies lose deals every day because leads get stuck in email, spreadsheets, or forgotten tabs. By the time you manually enter data into your CRM, your competitor is already closing the sale. You need leads flowing directly into Housecall Pro the moment they arrive.

SOLUTION

How It Works

Real-Time Lead Synchronization

Leads from Meta Instant Forms and Yelp Ads automatically flow into Housecall Pro within seconds of submission. Every field maps perfectly: name, phone, email, service type, and message all land exactly where they belong. Your team sees dispatch-ready jobs instantly, not hours later.

Intelligent Lead Tagging & Tracking

Each lead arrives with automatic campaign source tags and metadata, so you know exactly which platform and campaign drove every job. Duplicate prevention keeps your pipeline clean, while activity logs track every lead's journey from click to conversion. You'll finally see which channels actually work.

Built-In Reliability & Error Handling

Smart retry logic and fallback mechanisms ensure no lead ever gets lost, even if an API hiccups. Comprehensive testing covers both Meta and Yelp connections end-to-end. Your integration stays rock-solid as you scale campaigns and add new lead sources.

PROCESS

From kickoff to launch in weeks, not months

01/ Discovery

Week 1

We audit your workflows and interview you to extract your subject matter expertise. Your AI delivers excellent work because we train it on your expertise.

02/ Development

Week 2

We build your custom AI at startup speed, using our own AI. We run evaluations to ensure quality and consistency.

03/ Testing

Week 3

Your team deploys the AI and gives feedback. We polish and provide full documentation.