Connect Housecall Pro and Salesforce to power AI-driven automation
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- Full audit trails and controls
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- Easy visual workflow builder
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How Zapier works
Zapier makes it easy to integrate Housecall Pro with Salesforce - 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 Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Housecall Pro and Salesforce, 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 Contact
Triggers when a new Contact is created.
Try ItTriggerPolling - Salesforce ObjectRequired
- Record (Optional)
Try ItTriggerPolling
- New Scheduled Job
Triggers when a job is scheduled.
Try ItTriggerPolling - New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerPolling - History ObjectRequired
Try ItTriggerPolling- New Lead
Triggers when a new Lead is created.
Try ItTriggerPolling
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Connect Housecall Pro and Salesforce 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
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate Salesforce on the Zapier blog
Frequently Asked Questions about Housecall Pro + Salesforce 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 Salesforce
How do I set up the integration between Housecall Pro and Salesforce?
To integrate Housecall Pro with Salesforce, you will need to use our platform to create a Zap. First, you'll select Housecall Pro as your trigger app and set an event that will start your Zap, such as a new customer created. Next, select Salesforce as your action app and determine what action should be taken, like creating a record or updating an existing record with the new customer information.
Can I automate creating tasks in Salesforce from Housecall Pro events?
Yes, you can automate task creation in Salesforce triggered by events in Housecall Pro. For example, when a new job is scheduled in Housecall Pro, our system can automatically create a corresponding task in Salesforce so your sales team stays informed.
What are common triggers available for integrating Housecall Pro with Salesforce?
Common triggers for this integration include new or updated customers, scheduled jobs, and completed jobs in Housecall Pro. These triggers can prompt actions such as creating leads or accounts in Salesforce.
How do updates sync between the systems?
Updates can be synchronized through automated workflows where changes in one system reflect immediately on the other. For instance, if a job status changes to 'completed' in Housecall Pro, it could update a related field or close an opportunity on Salesforce.
Are there any limitations when integrating with multiple Salesforce accounts?
Currently, integrating with multiple Salesforce accounts requires separate Zaps for each account connection. Our platform treats each account as a distinct connection ensuring data integrity across operations.
Can custom fields from Housecall Pro be mapped to fields in Salesforce?
Yes, during the setup of your Zap on our platform you can map custom fields from Housecall Pro directly to specific fields within your Salesforce records ensuring data continuity.
Is it possible to filter data before syncing it to prevent unnecessary records creation?
Absolutely! You can set up filters when configuring your Zaps that allow only certain data points to trigger activities between systems. For example, sync only jobs over a certain monetary value from Housecall Pro into Salesforce.
