# Guide home-service sales calls with Housecall Pro and OpenAI: n8n workflow

> Started by another system calling it. It calls services over plain HTTP rather than through connectors. It hands the judgement calls to OpenAI.

Source: https://millionrounds.com/workflow/guide-home-service-sales-calls-with-housecall-pro-and-openai (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [CRM](https://millionrounds.com/workflows?category=CRM#library)

# Guide home-service sales calls with Housecall Pro and OpenAI

Started by another system calling it. It calls services over plain HTTP rather than through connectors. It hands the judgement calls to OpenAI. 20 steps, 4 branches: a working afternoon to understand properly.

Medium Calls a model: OpenAI

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fguide-home-service-sales-calls-with-housecall-pro-and-openai)

**20 steps** Medium: a working afternoon

**4** Branches: places the flow splits

**0** Loops or waits

**0** Services by connector: it calls them over plain HTTP

## The flow

Starts it 2 Model 3 Logic 10 Service 5

The steps in the order they run, from what starts it.

- 1 **When Form Data Received** Webhook *Starts it*
- 2 **OpenAI GPT-4.1 Chat** Lm Chat Open Ai *Model*
- 3 **Configure Workflow Settings** Set *Logic*
- 4 **Closing Strategy Agent** Agent *Model*
- 5 **Organize Closing Statements** Output Parser Structured *Model*
- 6 **Normalize Form Inputs** Set *Logic*
- 7 **Respond to GHL Webhook** Respond To Webhook *Starts it*
- 8 **Route by Form Step Type** Switch *Logic*
- 9 **Post GHL Contact Data** Http Request *Service*
- 10 **Route by Service Category** Switch *Logic*
- 11 **Compute Pricing Range** Code *Logic*
- 12 **Assemble AI Input Context** Set *Logic*
- 13 **Route by Call Result** Switch *Logic*
- 14 **Set Conditional Queries** Set *Logic*
- 15 **If Pressure Washing Needed** If *Logic*
- 16 **Build Pricing Response** Set *Logic*
- 17 **Post GHL Opportunity - Won** Http Request *Service*
- 18 **Post GHL Opportunity - Thinking** Http Request *Service*
- 19 **Post GHL Opportunity - Lost** Http Request *Service*
- 20 **Post to Housecall Pro API** Http Request *Service*

## How it's built

- **Starts on:** Another system calling it
- **Steps:** 20, with 4 branches
- **Size:** Medium: a working afternoon
- **Connects to:** Nothing by connector; it calls services over plain HTTP
- **Model:** OpenAI

## Questions

What does it need to run?

An n8n account, and a key for OpenAI. You connect your own accounts after importing it; none are included.

What starts it?

It starts on another system calling it.

Does it use AI?

Yes. It calls OpenAI. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Plan an afternoon. 20 steps is enough that you should read each one before running it.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

**Before you run it**

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 20 steps before you point it at anything that matters.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fguide-home-service-sales-calls-with-housecall-pro-and-openai)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Workflows like it

Also crm, with the same services where possible, closest in size first.

- [**GPT-4o: Twilio integration with OpenAI and Airtable** 20 steps · calls a model · Airtable, Email](https://millionrounds.com/workflow/gpt-4o-twilio-integration-with-openai-and-airtable)
- [**Better Oauth2.0 workflow for Pipedrive CRM with Supabase** 20 steps · Supabase](https://millionrounds.com/workflow/better-oauth2-0-workflow-for-pipedrive-crm-with-supabase)
- [**Reach out to companies that recently secured funding** 20 steps · HubSpot, Slack](https://millionrounds.com/workflow/reach-out-to-companies-that-recently-secured-funding)
- [**Send daily stock and sales profit reports with Google Sheets** 20 steps · Gmail, Google Sheets](https://millionrounds.com/workflow/send-daily-stock-and-sales-profit-reports-with-google-sheets)
- [**Send monthly rent and sales market updates to Slack** 20 steps · Slack, Supabase](https://millionrounds.com/workflow/send-monthly-rent-and-sales-market-updates-to-slack)
- [**Upload large files to Kommo/AmoCRM** 20 steps](https://millionrounds.com/workflow/upload-large-files-to-kommo-amocrm)
