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Set up your first integration
Quickly connect Housecall Pro to HubSpot with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate Housecall Pro with HubSpot - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Completed Job" from Housecall Pro.
Add your action
An action happens after the trigger—such as "Add Contact to List" in HubSpot.
You’re connected!
Zapier seamlessly connects Housecall Pro and HubSpot, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Completed Job
Triggers when a job is completed.
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- Last name
- Email
- Mobile number
- Home number
- Work number
- Notifications enabled
- Tag1
- Tag2
- Street
- Street line 2
- City
- State
- Zip
- Country
ActionWrite- Note
- Additional properties to retrieve
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- Additional properties to retrieve
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- New Scheduled Job
Triggers when a job is scheduled.
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- Additional properties to retrieve
Try ItTriggerPolling- Note
- Additional properties to retrieve
Try ItTriggerPolling- Note
- Additional properties to retrieve
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Practical ways you can use Housecall Pro and HubSpot
Import completed jobs into HubSpot.
As a job is marked completed in Housecall Pro, Zapier adds the customer to HubSpot as a new contact. This ensures the CRM includes all recent service data. By automating this task, you spend less time on manual data entry and reduce the risk of missing customer details, keeping all your follow-up and marketing efforts up-to-date.
Business OwnerSync new form submissions with Housecall Pro.
When someone submits a form in HubSpot, Zapier automatically creates a customer in Housecall Pro. It bridges the gap between marketing and operations by ensuring that potential leads are logged in the scheduling software for follow-up service calls, improving lead response efficiency.
Marketing & Marketing OpsSync scheduled jobs with new deals.
Zapier helps Sales Ops by creating a new deal in HubSpot whenever a new job is scheduled in Housecall Pro. This connects scheduling software with the CRM, ensuring that the sales pipeline reflects all upcoming customer appointments for better tracking and follow-up.
Sales OpsLearn how to automate HubSpot on the Zapier blog
Frequently Asked Questions about Housecall Pro + HubSpot integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Housecall Pro and HubSpot
How does the integration between Housecall Pro and HubSpot work?
The integration between Housecall Pro and HubSpot is facilitated through triggers and actions that automate workflows. When an event occurs in one app (the trigger), it automatically causes an action in the other app. For instance, when a new job is booked in Housecall Pro, a contact can be created or updated in HubSpot.
What triggers are available for Housecall Pro in this integration?
In our integration setup, you can use triggers like New Customer, New Job, or Updated Job from Housecall Pro. These can initiate specific actions in HubSpot to streamline your workflow management.
What actions can I automate in HubSpot when using this integration?
When using the integration with Housecall Pro, you can automate actions like creating or updating contacts in HubSpot, adding new deals based on job status changes, and even initiating specific marketing emails.
Is it possible to sync customer information between Housecall Pro and HubSpot?
Yes, by setting up appropriate triggers and actions, you can sync customer information seamlessly. For example, when a new customer is added to Housecall Pro, they can automatically be created as a contact in HubSpot with all pertinent details.
Can I automate follow-up emails through this integration?
Indeed, follow-up emails can be automated by setting triggers such as job completions or status changes in Housecall Pro that lead to email workflows being initiated within HubSpot's system.
What should I do if data isn't syncing correctly between the two platforms?
If data fails to sync properly, you should first verify if the correct triggers and actions are set up. Ensure there are no conflicts with data fields or existing workflows in both apps; reviewing these often resolves most issues.
Are there any limitations to what can be automated between Housecall Pro and HubSpot?
While many processes can be automated with this integration, some limitations exist primarily around custom fields that may not map directly between systems. Ensuring both platforms are set up to accommodate similar data structures helps maximize compatibility.
