Connect Housecall Pro and Zoho CRM to unlock the power of automation
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
Set up your first integration
Quickly connect Housecall Pro to Zoho CRM with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Housecall Pro with Zoho CRM - 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 Attachment" in Zoho CRM.
You’re connected!
Zapier seamlessly connects Housecall Pro and Zoho CRM, 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- New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItTriggerPolling - New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItTriggerPolling
- New Scheduled Job
Triggers when a job is scheduled.
Try ItTriggerPolling - New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItTriggerPolling - ModuleRequired
Try ItTriggerInstant- New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItTriggerPolling
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Practical ways you can use Housecall Pro and Zoho CRM
Add completed jobs to Zoho CRM
When a job is marked as completed in Housecall Pro, Zapier creates a new contact or updates an existing one in Zoho CRM. This keeps your CRM up-to-date without manual data entry, helping business owners maintain accurate records for customer follow-ups and reporting.
Business OwnerTrack scheduled jobs in Zoho CRM
When a new job is scheduled in Housecall Pro, Zapier automatically creates a corresponding lead in Zoho CRM. This enables project managers to track scheduled work and ensure proper follow-up, saving time spent on manual updates while improving project visibility.
Project ManagementLearn how to automate Zoho CRM on the Zapier blog
Frequently Asked Questions about Housecall Pro + Zoho CRM 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 Zoho CRM
How can I connect Housecall Pro with Zoho CRM?
You can connect Housecall Pro with Zoho CRM using our integration platform, which allows you to automate workflows between the two applications. First, log into your integration dashboard, select Housecall Pro and Zoho CRM from the app options, and follow the prompts to connect your accounts.
What are some popular triggers in Housecall Pro for integration with Zoho CRM?
Popular triggers in Housecall Pro include 'New Job Scheduled', 'New Invoice Created', and 'Job Completed'. These triggers can automatically send data to Zoho CRM, enabling actions such as creating new leads or updating customer information.
What actions can be performed in Zoho CRM when a trigger is activated in Housecall Pro?
When a trigger is activated in Housecall Pro, possible actions in Zoho CRM include creating a new lead, updating an existing contact's details, adding notes to a customer's record, or even creating new tasks for follow-up with clients.
Is there any data mapping involved during the integration process?
Yes, during the integration setup, we provide tools to map data fields from Housecall Pro to corresponding fields in Zoho CRM. This ensures that information flows accurately between systems according to your business needs.
Are there any limitations on the number of records that can be synced daily between Housecall Pro and Zoho CRM?
Our integration setup allows for syncing thousands of records daily; however, this is subject to API rate limits set by both Housecall Pro and Zoho CRM. We recommend checking these limits if you expect high volumes of data transfer.
Can I customize what information is sent from Housecall Pro to Zoho CRM?
Yes, you can customize what data is sent between platforms. During the setup process, you’ll have the option to choose which fields are mapped and transferred according to your specific requirements.
What should I do if there's an error while syncing data from one platform to another?
If an error occurs while syncing data between platforms, we advise checking our troubleshooting guide available on your integration dashboard. You may also review logs for more details or contact our support team for assistance if needed.
