Housecall Pro + HubSpot

Create new HubSpot engagements when new jobs are scheduled in Housecall Pro

"Streamline your customer relationship management process with this efficient workflow. When a new job is scheduled in Housecall Pro, an engagement is immediately created in HubSpot, ensuring you never miss a potential customer interaction. This helps in boosting your service speed and enhances the quality of your customer relationships. Experience a more efficient and effective communication process, save time, and enhance engagement opportunities."

When this happens...
New Scheduled Job
Triggers when a job is scheduled.
TriggerScheduled
automatically do this!
Create Engagement
Creates a new Engagement for a contact, in HubSpot.
ActionWrite

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Supported triggers and actions

What does this mean?

New Completed Job
Triggers when a job is completed.
Trigger
Scheduled
Try It
- First nameRequired
- Last name
- Email
- Mobile number
- Home number
- Work number
- Notifications enabled
- Tag1
- Tag2
- Street
- Street line 2
- City
- State
- Zip
- Country
Action
Write
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It

- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
Email Subscriptions Timeline
Triggers when new email timeline subscription added for the portal.
Trigger
Scheduled
Try It

- FormRequired
Trigger
Instant
Try It
- Contact ListRequired
- Note
- Additional properties to retrieve
Trigger
Instant
Try It
- Property NameRequired
Trigger
Scheduled
Try It
- Property NameRequired
- Properties to retrieveRequired
Trigger
Scheduled
Try It
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Property NameRequired
- Note
- Additional properties to retrieve
Trigger
Instant
Try It
- Note
- List NameRequired
- Contact EmailRequired
- Halt my task if contact is already a member of the list
Action
Write
Create Company
Creates a Company in HubSpot.
Action
Write
Create Associations
Creates associations between objects.
Action
Write
- Note
- Social Media ChannelRequired
- Message ContentRequired
- When
- Save as draft
Action
Write
- Note
- Note
- NameRequired
- Company
- Contact
Action
Write
- Note
- Workflow NameRequired
- Contact's EmailRequired
Action
Write
- Contact IDRequired
- Note
- Additional properties to retrieve
Action
Write
- Deal IDRequired
- Note
- Additional properties to retrieve
Action
Write
- Line_item IDRequired
- Note
- Additional properties to retrieve
Action
Write
- Ticket IDRequired
- Note
- Additional properties to retrieve
Action
Write
- Note
- Blog URLRequired
- Blog AuthorRequired
- Publish This Post?Required
- Blog Post URLRequired
- Blog Post TitleRequired
- Blog Post ContentRequired
- Meta DescriptionRequired
- Featured image URL
Action
Write
Create Product
Creates a Product in HubSpot.
Action
Write
- Note
- List NameRequired
- Contact EmailRequired
- Halt my task if contact wasn't a member of the listRequired
Action
Write
Create Ticket
Creates a Ticket in HubSpot.
Action
Write
Update Contact
Update a Contact in HubSpot.
Action
Write
Update Line_item
Update a Line_item in HubSpot.
Action
Write
Update Ticket
Update a Ticket in HubSpot.
Action
Write
- Note
- EmailRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Note
- Additional properties to retrieve
Action
Search
- Type of Custom ObjectRequired
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Owner emailRequired
- Search among deactivated owners
Action
Search
- Owner IdRequired
- Search among deactivated owners
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- NameRequired
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- NameRequired
- Note
- Company
- Contact
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write

New Scheduled Job
Triggers when a job is scheduled.
Trigger
Scheduled
Try It
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Type of Custom ObjectRequired
Trigger
Scheduled
Try It
- Event Type
Trigger
Scheduled
Try It
- Type
Trigger
Scheduled
Try It
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Blog UrlRequired
- Article StateRequired
Trigger
Scheduled
Try It
- ChannelRequired
- Status
Trigger
Scheduled
Try It
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Property NameRequired
Trigger
Scheduled
Try It
- Note
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Note
- NameRequired
Action
Write
Create Contact
Creates a Contact in HubSpot.
Action
Write
- Note
- Halt task if any associations error occurred
- Engagement TypeRequired
- Assigned To
Action
Write
- Type of Custom ObjectRequired
Action
Write
Create Deal
Creates a Deal in HubSpot.
Action
Write
- Company IDRequired
- Note
- Additional properties to retrieve
Action
Write
- Type of Custom ObjectRequired
Action
Write
- Note
Action
Write
- Product IDRequired
- Note
- Additional properties to retrieve
Action
Write
Create Line_item
Creates a Line_item in HubSpot.
Action
Write
- Note
- Contact Email AddressRequired
- Event IDRequired
- Contact Value
Action
Write
Remove Associations
Removes associations between objects.
Action
Write
- Note
- FormRequired
- Note
- HubSpot usertoken
- IP address
- Page name
- Page URI
- Page ID
- SFDC campaign ID
- GoToWebinar key/ID
- Submission timestamp
- Skip validation
Action
Write
Update Company
Update a Company in HubSpot.
Action
Write
Update Deal
Update a Deal in HubSpot.
Action
Write
Update Product
Update a Product in HubSpot.
Action
Write
- Type of Custom ObjectRequired
Action
Write
- Note
- Note
- Contact EmailRequired
Action
Write
- Note
- NameRequired
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- NameRequired
Action
Search
Find Associations
Find associations between objects.
Action
Search
- Object TypeRequired
- Pipeline IdRequired
- Stage IdRequired
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Additional properties to retrieve
Action
Search or write
- Type of Custom ObjectRequired
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write

About Housecall Pro

Housecall Pro is a top rated software to run your home service business. We make it easy to schedule, dispatch, estimate, invoice, accept credit cards and get booked online by customers.

Related categories

Scheduling & Booking

About HubSpot

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Related categories

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CAPABILITIES

By team

Housecall Pro + HubSpot

Create new HubSpot engagements when new jobs are scheduled in Housecall Pro

New Completed Job

Create Customer

Last name

Email

Mobile number

Home number

Work number

Notifications enabled

Tag1

Tag2

Street

Street line 2

City

State

Zip

Country

New Contact

Note

Additional properties to retrieve

Contact Recently Created or Updated

Note

Additional properties to retrieve

Product Recently Created or Updated

Note

Additional properties to retrieve

New Deal

Note

Additional properties to retrieve

Email Subscriptions Timeline

New Form Submission

FormRequired

New Contact in List

Contact ListRequired

Note

Additional properties to retrieve

New Deal Property Change

Property NameRequired

New Ticket Property Change

Property NameRequired

Properties to retrieveRequired

New Ticket

Note

Additional properties to retrieve

New Contact Property Change

Property NameRequired

Note

Additional properties to retrieve

Add Contact to List

Note

List NameRequired

Contact EmailRequired

Halt my task if contact is already a member of the list

Create Company

Create Associations

Create Social Media Message

Note

Social Media ChannelRequired

Message ContentRequired

When

Save as draft

Create Deal Deprecated

Note

Note

NameRequired

Company

Contact

Add Contact to Workflow

Note

Workflow NameRequired

Contact's EmailRequired

Get Contact

Contact IDRequired

Note

Additional properties to retrieve

Get Deal