Two way
Both systems stay the same. Every sync runs from the leading system into the other, then back.
- You pick whether Housecall Pro or HighLevel leads
- Changes on either side travel
- Nothing bounces back and forth
CRM Connector Platform
Housecall Pro and HighLevel, one customer list
HighLevel captures leads and books appointments, Housecall Pro runs the jobs in the field. CRM Connector keeps the people the same in both, so a lead who becomes a customer is never typed twice.
- Private Integration Token for HighLevel
- Api key for Housecall Pro
- Either system can lead
Contacts, two way or one way
- Contacts
At a glance. Contacts 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
One system feeds the other. Pick Housecall Pro or HighLevel 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 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- CompanyBoth waysBusiness name
- First nameBoth waysFirst name
- Last nameBoth waysLast name
- EmailBoth waysEmail
- Mobile numberBoth waysPhone
- StreetWhen createdAddress
- Street line 2Only in Housecall ProNot in HighLevel
- City, state, zipWhen createdCity, state, postal code
- CountryWhen createdCountry
- Has completed jobsEach works it outContact type
- Lead sourceOnly in Housecall ProNot in HighLevel
- Not in Housecall ProOnly in HighLevelSource
It happens in Housecall Pro, then in HighLevel
A new contact
- Looked for in HighLevel with its own duplicate check, email first, then phone, and updated when found.
- A phone number that belongs to somebody with another email is left off the new contact, so two people are never merged.
Name, company, email and phone change
The same change is made to the HighLevel contact on the next sync.
Address and country change later
Not carried: Housecall Pro takes an address only when the customer is created, and HighLevel the country only when the contact is created.
A customer without email or phone
Not written into HighLevel: it needs an email address or a phone number on every contact.
- Only filled fields are sent, so nothing in either system is blanked by a 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 Housecall Pro and HighLevel 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 Housecall Pro or HighLevel 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 email of the same contact is changed in both systems
Leading system
anna@brightline.comaccounts@brightline.comTwo 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 Housecall Pro or HighLevel on its own is on its own page.
- Country on create
Later changes stay in the system where they were made.
- Street line 2 stays in Housecall Pro
HighLevel holds one street line.
FAQ
Questions about Housecall Pro and HighLevel?
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.
Yes. Pick two way and a change made in either system reaches the other; you choose which one leads when the same record changed on both sides. One way works in either direction too.
Contacts. Jobs, invoices and appointments stay in the system that owns them.
Both with a key you paste into the setup wizard: an api key made by an admin of your Housecall Pro account (api access needs the Housecall Pro MAX plan), and a Private Integration Token plus your Location ID for HighLevel.
Yes. Pick customers only: in Housecall Pro that is a completed job, in HighLevel the contact type.
No. Before anything is created in Housecall Pro or HighLevel, 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.
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 Housecall Pro and HighLevel?”
ChatGPT
Claude
Get started
Ready to connect Housecall Pro and HighLevel?Start your 7 day free trial
Sign in to Housecall Pro and HighLevel, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.