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 Stripe leads
- Changes on either side travel
- Nothing bounces back and forth
CRM Connector Platform
Housecall Pro and Stripe, one customer list
Housecall Pro runs the jobs in the field, Stripe takes payments online. CRM Connector keeps the customers the same in both, so nobody retypes a record.
- Api key for Housecall Pro
- Restricted api key for Stripe
- Either system can lead
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
One system feeds the other. Pick Housecall Pro or Stripe 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 nameWhen createdName
- Last nameOnly in Housecall ProNot in Stripe
- EmailBoth waysEmail
- Mobile numberBoth waysPhone
- StreetWhen createdAddress line 1
- Street line 2When createdAddress line 2
- City, state, zipWhen createdCity, state, postal code
- CountryWhen createdCountry
- Has completed jobsEach works it outPaid invoices
- Lead sourceOnly in Housecall ProNot in Stripe
It happens in Housecall Pro, then in Stripe
A new customer
- Looked for in Stripe on the exact email, then on the phone where your Stripe account offers customer search, and updated when found; a phone match counts only when it is the same person.
- Otherwise a Stripe customer is created, with first and last name joined into one name.
Company, email and phone change
The same change is made to the Stripe customer on the next sync.
Name and address change later
Not carried: Stripe sets its one name when the customer is created, and Housecall Pro takes an address only when the customer is created.
- 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 Stripe 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 Stripe 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 company name of the same customer is changed in both systems
Leading system
Brightline PlumbingBrightline Plumbing LtdTwo 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 Stripe on its own is on its own page.
- Last name stays in Housecall Pro
Stripe has no such field.
FAQ
Questions about Housecall Pro and Stripe?
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.
Customers. Jobs stay in Housecall Pro, and invoices and payments stay in Stripe.
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 restricted api key for Stripe with write access to customers.
Yes. Pick customers only: in Housecall Pro that is a completed job, in Stripe a paid invoice.
No. Before anything is created in Housecall Pro or Stripe, 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 Stripe?”
ChatGPT
Claude
Get started
Ready to connect Housecall Pro and Stripe?Start your 7 day free trial
Sign in to Housecall Pro and Stripe, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.