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Connect Housecall Pro and Referral Factory to power AI-driven automation

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Zapier makes it easy to integrate Housecall Pro with Referral Factory - no code necessary. See how you can get setup in minutes.

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Housecall Pro logo
Housecall Pro
Housecall Pro logo
Housecall Pro
1. Choose trigger event
Referral Factory logo
Referral Factory
Referral Factory logo
Referral Factory
2. Choose action
Housecall Pro logo
1. Select the event
Setup
Test
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Housecall Pro
Choose a trigger event

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 New User" in Referral Factory.

You’re connected!

Zapier seamlessly connects Housecall Pro and Referral Factory, 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.

  • Housecall Pro triggers, actions, and search
    New Completed Job

    Triggers when a job is completed.

    Trigger
    Polling
    Try It
    • First name
      Required
    • Last name
    • Email
    • Mobile number
    • Home number
    • Work number
    • Notifications enabled
    • Tag1
    • Tag2
    • Street
    • Street line 2
    • City
    • State
    • Zip
    • Country
    Action
    Write
    • Reward
    Trigger
    Instant
    Try It
    • User Code
      Required
    Action
    Write
  • Housecall Pro triggers, actions, and search
    New Scheduled Job

    Triggers when a job is scheduled.

    Trigger
    Polling
    Try It
    • Campaign
      Required
    • Which users should we send?
      Required
    Trigger
    Instant
    Try It
    • Campaign
      Required
    • First Name
      Required
    • Email
      Required
    • Send Notification
    Action
    Write
    • Coupon
      Required
    Action
    Write

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25m

Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Housecall Pro and Referral Factory 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.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Make work flow with AI

Level up your Housecall Pro to Referral Factory integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
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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.
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Related categories
Scheduling & Booking
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About Referral Factory
The Easy Way To Build A Referral Program
Learn moreLearn moreHelpHelp
Related categories
Marketing Automation
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