Connect Housecall Pro and Microsoft Outlook to unlock the power of automation
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Set up your first integration
Quickly connect Housecall Pro to Microsoft Outlook with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Housecall Pro with Microsoft Outlook - 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 Attendees to Calendar Event" in Microsoft Outlook.
You’re connected!
Zapier seamlessly connects Housecall Pro and Microsoft Outlook, 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.
Try ItTriggerPolling - First nameRequired
- Last name
- Email
- Mobile number
- Home number
- Work number
- Notifications enabled
- Tag1
- Tag2
- Street
- Street line 2
- City
- State
- Zip
- Country
ActionWrite- Cancelled Calendar Event
Triggers when an event is cancelled.
Try ItTriggerInstant - Calendar
Try ItTriggerPolling
- New Scheduled Job
Triggers when a job is scheduled.
Try ItTriggerPolling - Calendar
- Time BeforeRequired
- Time Before (Unit)Required
Try ItTriggerPolling- Parent FolderRequired
- Child Folder
Try ItTriggerPolling- Contact Folder
Try ItTriggerPolling
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Practical ways you can use Housecall Pro and Microsoft Outlook
Sync scheduled jobs with your Outlook calendar
Keep your schedule organized and in sync. When a new job is scheduled in Housecall Pro, Zapier will create a matching event in your Microsoft Outlook calendar. This automation helps service providers avoid double-booking and ensures their daily schedule is always up-to-date.
Business OwnerCreate contacts from scheduled jobs
Avoid manually adding contact details. When a new job is scheduled in Housecall Pro, Zapier will create the corresponding customer as a contact in Microsoft Outlook. This keeps your contact list current and reduces administrative burden for marketing outreach.
Marketing & Marketing OpsAdd completed jobs to Outlook tasks
Stay on top of your deliverables by tracking completed tasks. When a job is marked as completed in Housecall Pro, Zapier will automatically create an associated task in Microsoft Outlook. This ensures no follow-up items or post-job actions slip through the cracks.
Project ManagementLearn how to automate Microsoft Outlook on the Zapier blog
Frequently Asked Questions about Housecall Pro + Microsoft Outlook 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 Microsoft Outlook
How can I integrate Housecall Pro with Microsoft Outlook?
You can integrate Housecall Pro with Microsoft Outlook using Zapier, which connects the two platforms by setting up automated workflows called 'Zaps.' You'll need to create a Zap where you select a trigger from Housecall Pro (like a new job) and an action to be performed in Outlook (such as creating a calendar event).
What triggers can be used from Housecall Pro in the integration?
Common triggers available from Housecall Pro include new customer creation, new job scheduled, or invoice status updates. These triggers are essential for initiating automated processes with your connected Outlook account.
What actions can Microsoft Outlook perform as part of this integration?
Outlook can perform actions such as creating calendar events, sending emails, or updating contacts. These actions help automatically manage your schedule and communications based on activities in Housecall Pro.
Is any technical expertise required to set up this integration?
No technical expertise is needed. Setting up the integration involves selecting pre-defined triggers and actions through our user-friendly interface, which guides you step-by-step in connecting Housecall Pro and Microsoft Outlook.
Can I customize the data transferred between Housecall Pro and Outlook?
Yes, during setup you can customize the data fields that are exchanged between the two platforms. Our flexible mapping tools allow you to ensure only the relevant information is transferred in your workflow.
How often do updates occur between the two applications once integrated?
The frequency of updates depends on how you configure your Zaps. Typically, our Zaps check for new data from Housecall Pro every few minutes and then trigger actions in Outlook accordingly.
What should I do if my integration doesn't work as expected?
If you encounter issues with your integration, first review both your selected triggers and actions to ensure they match your requirements. Our support team is always available to assist with troubleshooting complex problems or errors.
