Email integration
A clean lead email to one inbox or the whole team.
Every call sends a tidy lead email with the caller, number, address, the job, and urgency. Add as many recipients as you like.
What lands in Email
- Lead email per call
- Multiple recipients
- Full transcript on request
- Searchable in your inbox
Connect it from your dashboard: hit the plus, choose Email, connect.
How the Email integration works
Connect Email once from your dashboard. From then on, every call the front desk answers becomes a record in Email the moment the caller hangs up: their name, the number they want called back on, what they need, how urgent it is, and the recording. Your team works the lead in Email the way they already do, and nothing is copied across by hand.
If Email is down or the connection drops, the lead is still emailed and texted to you, and re-sent to Email when it is back. You never lose a caller to an outage on someone else's side.
What you set up, and what you do not
You connect Email once and choose which of your team gets the alert. That is the whole setup. You do not map fields, write rules, or keep a second list in sync. The front desk already asks the questions Email needs answered, because they are the same questions a good receptionist asks: who is calling, how to reach them, where the job is, what is wrong, and how soon they need it.
Connect the rest of your stack
Jobber
Send every captured lead into Jobber as a new client and request.
STServiceTitan
Turn after-hours and overflow calls into ServiceTitan leads.
HcHousecall Pro
New callers become Housecall Pro customers and jobs.
KcKaamCam
Pipe captured leads straight into KaamCam.
SfSalesforce
Every caller becomes a Salesforce lead, instantly.
HsHubSpot
New inbound calls land as HubSpot contacts and deals.