Two way
Housecall Pro starts the integration and changes made in FreshBooks flow back into Housecall Pro as well.
- You pick whether Housecall Pro or FreshBooks leads in a conflict
- Changes on either side travel
- Nothing bounces back and forth
CRM Connector Platform
FreshBooks and Housecall Pro, one customer list
Housecall Pro runs jobs in the field, FreshBooks keeps the invoicing. CRM Connector keeps the customers the same in both, so nobody retypes a record.
- Api key for Housecall Pro
- Either system can lead
- 7 day free trial
Customers, two way or one way
- Customers
At a glance. Customers stay the same on both sides. Below: which field matches which, and what every change does.
Your choice
Two way or one way
Keep both systems identical, or let one feed the other. You decide per record type.
One way
Housecall Pro feeds FreshBooks and FreshBooks changes stay in FreshBooks.
- Housecall Pro stays the source of truth
- FreshBooks always has the latest customers
- Switch to two way later
Fine tune it:Everyone, customers only or leads onlyEvery 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
Fields- First nameBoth waysFirst name
- Last nameBoth waysLast name
- OrganizationBoth waysCompany
- EmailBoth waysEmail
- Business phoneBoth waysMobile number
- StreetWhen createdStreet
- Street line 2When createdStreet line 2
- City, province, postal codeWhen createdCity, state, zip
- CountryWhen createdCountry
- Not in FreshBooksOnly in Housecall ProHas completed jobs
It happens in FreshBooks, then in Housecall Pro
A new contact
Looked for in Housecall Pro on an exact email or phone match. Updated when found, otherwise created with the address.
Name, company, email, phone or address changes
The same change is made to the Housecall Pro customer on the next sync.
- Before anything is created the other system is searched first, so nothing is created twice.
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
CRM
Step 1 of 7
Both connections are checked
Credentials for FreshBooks 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 FreshBooks 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 phone number of the same contact is changed in both systems
Leading system
+1 415 555 0101+1 415 555 0199Two 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 FreshBooks or Housecall Pro on its own is on its own page.
- Housecall Pro starts the integration
- It can only be the source; FreshBooks changes still flow back on two way.
FAQ
Questions about FreshBooks 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.
Customers, both ways. Invoices, estimates and jobs are not offered between these two.
No. Before anything is created in FreshBooks or Housecall Pro, the platform looks for the same record first and updates that one instead. Records synced before stay linked.
The platform notices on the next sync, pauses the integration and sends you one message with a reconnect button. Reconnecting takes one step, and syncing picks up where it left off without creating anything twice.
From every 30 minutes up to every 3 days, depending on your plan. Every plan includes a 7 day free trial.
Ready to connect FreshBooks and Housecall Pro?Start your 7 day free trial
Sign in to FreshBooks and Housecall Pro, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.