CRM Connector Platform

Housecall Pro and ActiveCampaign, one customer list

Housecall Pro runs the jobs, ActiveCampaign runs the marketing. Housecall Pro customers and ActiveCampaign contacts stay the same both ways.

  • ActiveCampaign API key, a Housecall Pro API key
  • Either system can lead
  • 7 day free trial
ActiveCampaign logoHousecall Pro logo

Contacts, two way or one way

ActiveCampaign logo
  • Contacts
Housecall Pro logo

At a glance. Contacts stay the same on both sides.

Your choice

Two way or one way

Keep both systems identical, or let one feed the other. You decide per record type.

ActiveCampaign logoHousecall Pro logo

Two way

Both systems stay the same. Every sync runs from the leading system into the other, then back.

  • You pick whether ActiveCampaign or Housecall Pro leads
  • Changes on either side travel
  • Nothing bounces back and forth
ActiveCampaign logoHousecall Pro logo

One way

One system feeds the other. Pick ActiveCampaign or Housecall Pro as the source; the other receives.

  • Good for a migration, in either direction
  • A read copy for a colleague or partner
  • Switch a record type to two way later
Fine tune it:Everyone, customers only or leads onlyOnly ActiveCampaign contacts with a tag you pick, on a one way syncEvery 30 minutes up to every 3 days

Record by record

What travels, and what each change does

Pick a record type and the system where a change starts. On the left, which field matches which and when it travels; on the right, what that change does on the other side.

Starts in
ActiveCampaign logoFieldsHousecall Pro logo
  • First nameBoth waysFirst name
  • Last nameBoth waysLast name
  • AccountWhen createdCompany
  • EmailBoth waysEmail
  • PhoneBoth waysPhone
  • Not in ActiveCampaignOnly in Housecall ProAddress
  • TagsOnly in ActiveCampaignNot in Housecall Pro
  • On a won dealEach works it outa completed job

It happens in ActiveCampaign, then in Housecall Pro

  • A new contact

    Looked for in Housecall Pro on the exact email before a customer is created.

  • Name, email or phone changes

    The same change is made to the Housecall Pro customer on the next sync.

  • The company changes later

    • Not carried after creation.
    • The account is set when the contact is created and a sync never renames it.

How a sync runs

One sync, step by step

What happens every time the integration runs, in the order it really happens. Pick which system leads and watch the records move.

Which system leads?
Connections
ActiveCampaign logo
Leads
CRM
Housecall Pro logo
Follows

Step 1 of 7

Both connections are checked

Credentials for ActiveCampaign and Housecall Pro are checked and sign in tokens refreshed automatically. If a connection was removed on either side, the integration pauses and you get one message with a reconnect button.

Conflicts

When both sides changed the same record

  • For each two way record type you choose whether ActiveCampaign or Housecall Pro leads. The leading side always runs first in a sync.
  • It only matters when the same record changed in both systems between two syncs. Every other change simply travels.
  • A record is never moved backwards by a sync: a paid invoice is not reopened, a decided quote is not undecided.

Between two syncs

The first name of the same contact is changed in both systems

Leading system
ActiveCampaign logoKate
Housecall Pro logoKatherine

Two different values. Run the sync to see which one both systems end up with.

Good to know

What is particular to this pair

What holds for ActiveCampaign or Housecall Pro on its own is on its own page.

FAQ

Questions about ActiveCampaign and Housecall Pro?

Every answer below is true for the app as it runs today. If something is not covered, ask us and we will answer in plain words.

Still not sure? Contact us

Ask your AI assistant

Ask ChatGPT or Claude what this pair can do

Add CRM Connector to the assistant you use and ask in your own words. It answers from the same rules the platform runs, and needs no CRM Connector account. For example: “With CRM Connector Platform, what can I sync between ActiveCampaign and Housecall Pro?”

Get started

Ready to connect ActiveCampaign and Housecall Pro?Start your 7 day free trial

Sign in to ActiveCampaign and Housecall Pro, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.