Connect Housecall Pro and Microsoft Office 365 to unlock the power of automation
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Set up your first integration
Quickly connect Housecall Pro to Microsoft Office 365 with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Housecall Pro with Microsoft Office 365 - 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 "Create Event" in Microsoft Office 365.
You’re connected!
Zapier seamlessly connects Housecall Pro and Microsoft Office 365, 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- Parent FolderRequired
- Child Folder
Try ItTriggerPolling- Contact Folder
Try ItTriggerPolling
- New Scheduled Job
Triggers when a job is scheduled.
Try ItTriggerPolling - Calendar
- Time BeforeRequired
- Time Before (Unit)Required
Try ItTriggerPolling- Calendar
Try ItTriggerPolling- Shared Inbox
Try ItTriggerPolling
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Connect Housecall Pro and Microsoft Office 365 to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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Learn how to automate Microsoft Office 365 on the Zapier blog
Frequently Asked Questions about Housecall Pro + Microsoft Office 365 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 Office 365
How do I integrate Housecall Pro with Microsoft Office 365 through your platform?
To integrate Housecall Pro with Microsoft Office 365 using our platform, start by selecting Housecall Pro and Office 365 as your apps. You can then set triggers, such as new jobs created in Housecall Pro, which can be followed by actions like creating calendar events in Office 365.
What types of triggers are available for the integration between Housecall Pro and Microsoft Office 365?
Some common triggers include a new job created in Housecall Pro or an update on a job status. These can trigger actions in Microsoft Office 365, such as sending an email or adding a calendar event.
Can I automatically add new customers from Housecall Pro to my Outlook contacts in Office 365?
Yes, you can set up a workflow where adding a new customer in Housecall Pro automatically creates a new contact entry in Outlook. This requires setting the appropriate trigger and action via our platform.
Is it possible to sync my scheduled jobs from Housecall Pro with my default calendar in Office 365?
You can certainly sync your scheduled jobs from Housecall Pro to appear on your default calendar in Office 365 by setting up a trigger when a job is scheduled and an action that adds it to the calendar.
Are there any specific permissions needed for integrating these two systems?
Yes, you will need authorization access for both Housecall Pro and Microsoft Office 365 accounts to allow our system to create links between them securely. You'll be guided through this during setup.
What happens if there is an error during the synchronization between the two platforms?
If there's an error during synchronization, our system will notify you via email with details about the issue so you can address it promptly. We also provide logs for troubleshooting purposes.
Can existing emails be used as triggers for actions within Housecall Pro?
Currently, existing emails cannot directly serve as triggers within this integration. However, new incoming emails can trigger specific workflows or actions within your connected services once configured properly.
