HubSpot and Housecall Pro integration
HubSpot and Housecall Pro, from won deal to finished job
CRM Connector keeps HubSpot contacts and Housecall Pro customers the same both ways, brings Housecall Pro jobs or estimates into HubSpot as deals and its invoices as HubSpot invoices with their payments, and turns a won HubSpot deal into a Housecall Pro job. Housecall Pro runs jobs in the field, HubSpot runs sales and marketing.
- API key for Housecall Pro
Contacts both ways, jobs, deals and invoices one way each
At a glance
Contacts stay the same on both sides, Housecall Pro jobs, estimates and invoices arrive in HubSpot, and won deals become Housecall Pro jobs.
What syncs
- ContactsBoth ways
- Jobs into dealsInto HubSpot
- Estimates into dealsInto HubSpot
- Won deals into jobsInto Housecall Pro
- Invoices from Housecall ProInto HubSpot
How it runs
Both ways or one way, your choice
Per record type you choose both ways or one way. With both ways on, you pick whether HubSpot or Housecall Pro leads when the same record changed in both since the last sync.
Options for HubSpot and Housecall Pro
- Only invoices from a date you pick
- Only sent, overdue or paid invoices
- Only invoices above an amount you pick
- Only deals won from a date you pick
- Everyone, customers only or leads only
- Only the HubSpot lifecycle stages you tick
- Only Housecall Pro customers with a tag you pick
Record by record
What syncs between HubSpot and Housecall Pro
Which HubSpot field matches which Housecall Pro field, and what each change does.
Fields- Company nameBoth waysCompany
- First nameBoth waysFirst name
- Last nameBoth waysLast name
- EmailBoth waysEmail
- Phone number or mobile phone numberBoth waysMobile number
- Street addressWhen createdStreet
- Not in HubSpotOnly in Housecall ProStreet line 2
- City, state or region, postal codeWhen createdCity, state, zip
- CountryWhen createdCountry
- Lifecycle stageEach works it outHas completed jobs
- Original sourceEach works it outLead source
It happens in HubSpot, 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 and phone change
The same change is made to the Housecall Pro customer on the next sync.
Address and country change later
Not carried: Housecall Pro takes an address only when the customer is created.
FAQ
Questions about HubSpot 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.
Contacts both ways.
Out of Housecall Pro, one way:
- Jobs become HubSpot deals
- Or estimates, once sent to the customer, become deals that follow them
- Invoices become HubSpot invoices, with what was paid as a payment
Into Housecall Pro, one way:
- A won deal becomes an unscheduled job
Quotes are not offered between these two.
No. Only a won deal becomes a job, unscheduled, for the same customer at their address, with its amount as one line item. Your office schedules it in Housecall Pro.
Open and lost deals stay in HubSpot, and you choose from which date wins count.
Yes, for Housecall Pro jobs that travel into HubSpot: a completed job moves the deal to won and a cancelled one to lost. A closed deal is never reopened.
Ask your AI assistant
Ask ChatGPT or Claude about HubSpot 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
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Sign in to HubSpot and Housecall Pro, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.