Housecall Pro Integration
Sync new customers into Housecall Pro as standard; automatic job creation is available for accounts on their MAX plan.
Common in: Plumbing, HVAC, electrical, cleaning & general home services
How it works
Qualified leads are created as customers in Housecall Pro through its official Zapier action, which is the standard, supported path. Housecall Pro's Zapier app does not create jobs: automatic job creation requires their MAX plan, which unlocks the API access we build against during onboarding.
How the connection is made
Housecall Pro's official Zapier action for customers on standard plans; job creation needs the MAX plan and a custom API build we scope for your account.
Example workflow
An after-hours call about a water heater is qualified and the customer is created in Housecall Pro; on MAX, the job is created on the schedule as well.
A conceptual example. The exact fields and actions are confirmed for your account during the compatibility review.
Data we may create
- Customers (Zapier, standard)
- Jobs (MAX plan + custom API build)
Data we may read
- Job scheduled / finished events (Zapier triggers)
Requirements
- A Housecall Pro account
- A Zapier connection for customer sync
- The MAX plan if you want jobs created automatically
Known limitations
- Zapier creates customers only. Automatic job creation requires Housecall Pro's MAX subscription tier plus a custom API integration we scope during your compatibility review.
If a direct integration isn't available
Where a direct integration isn't available or permitted, we deliver booked opportunities through a reliable handoff, internal team notifications, a shared calendar, or a structured export, so nothing is lost.
Check Housecall Pro compatibility for your account
A short assessment records your system and volume, then the review confirms exact capability against your plan and permissions.
Start a compatibility review