Google Sheets to Housecall Pro integration
Your spreadsheet of customers, in Housecall Pro
CRM Connector reads your Google Sheet, or an Excel or CSV file, and brings every customer into Housecall Pro, matched before anything is created, and keeps them current.
- Google sign in, or an Excel or CSV upload
- Housecall Pro stays the system of record
One way, into Housecall Pro
At a glance
Customers from your sheet arrive in Housecall Pro and stay current.
What syncs
- CustomersOne way
How it runs
One way, into Housecall Pro
Google Sheets sends and Housecall Pro receives, for every record type. A change made in Housecall Pro stays there and is never sent back into Google Sheets.
Options for Google Sheets and Housecall Pro
- Everyone, customers only or leads only
- Only contacts with a tag you pick
Record by record
What flows from Google Sheets into Housecall Pro
Which Google Sheets field matches which Housecall Pro field, and what each change does.
One way, from Google Sheets into Housecall Pro
Fields- Name, or first and last nameOn every changeFirst name, last name
- CompanyOn every changeCompany
- EmailOn every changeEmail
- PhoneOn every changeMobile number
- Address columnsWhen createdAddress
- Lead sourceOn every changeLead source
- TagsOnly in Google SheetsNot in Housecall Pro
It happens in Google Sheets, then in Housecall Pro
A new row
- Looked for in Housecall Pro on the exact email, then on the phone, and updated when found.
- Otherwise a new customer is created.
Rows with the same email
Rows that share the key column you picked, an email by default, make one contact, so a customer listed on several rows is never created twice.
A cell changes
The same change is made to the Housecall Pro customer on the next sync, where Housecall Pro takes it.
A row is deleted
The customer stays in Housecall Pro: a sync never deletes.
FAQ
Questions about Google Sheets 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.
Ask your AI assistant
Ask ChatGPT or Claude about Google Sheets and Housecall Pro
CRM Connector works inside ChatGPT and Claude. Ask in plain words and get the answer for your own setup, including a link that opens it ready to start.
Get started
Ready to connect Google Sheets and Housecall Pro?Start your 7 day free trial
Sign in to Google Sheets and Housecall Pro, confirm what flows into Housecall Pro, and watch the first sync run.