Pipedrive and Housecall Pro integration
Housecall Pro and Pipedrive, from won deal to booked job
CRM Connector keeps Housecall Pro customers and Pipedrive persons the same both ways, carries Housecall Pro jobs or estimates into Pipedrive as deals, and turns a won Pipedrive deal into a Housecall Pro job. Housecall Pro runs the field work, Pipedrive runs sales.
- API key for Housecall Pro
Contacts both ways, jobs and deals one way each
At a glance
Contacts stay the same on both sides, Housecall Pro jobs or estimates arrive in Pipedrive as deals, and won deals become Housecall Pro jobs.
What syncs
- CustomersBoth ways
- Jobs into dealsInto Pipedrive
- Estimates into dealsInto Pipedrive
- Won deals into jobsInto Housecall Pro
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 Pipedrive or Housecall Pro leads when the same record changed in both since the last sync.
Options for Pipedrive and Housecall Pro
- Everyone, customers only or leads only
- Only Housecall Pro customers with a tag you pick
- Only deals won from a date you pick
Record by record
What syncs between Pipedrive and Housecall Pro
Which Pipedrive field matches which Housecall Pro field, and what each change does.
Fields- First nameBoth waysFirst name
- Last nameBoth waysLast name
- OrganizationWhen createdCompany
- Primary emailBoth waysEmail
- Primary phoneBoth waysMobile number
- Postal address, or the organization'sWhen createdAddress
- Won dealsEach works it outHas completed jobs
- LabelsOnly in PipedriveNot in Housecall Pro
- Not in PipedriveOnly in Housecall ProLead source
It happens in Pipedrive, then in Housecall Pro
A new customer
- Looked for in Housecall Pro on an exact email or phone match.
- Updated when found, otherwise created with the address.
Name, email or phone changes
The same change is made to the Housecall Pro customer on the next sync.
The organization or address changes later
Not carried: the company name and address reach Housecall Pro when the customer is created.
FAQ
Questions about Pipedrive 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 Pipedrive deals
- Or estimates, once sent to the customer, become deals that follow them
Into Housecall Pro, one way:
- A won deal becomes an unscheduled job
Invoices are not offered between these two.
No. Only a won deal becomes a job, unscheduled, for the same customer at their address, with its value as one line item. Your office plans it in Housecall Pro.
Open and lost deals stay in Pipedrive, and you choose from which date wins count.
One of the two per integration. Jobs suit a team that wants every booked job in its pipeline; estimates suit a team that sells from quotes, because the deal follows the customer's answer: approved is won, declined or expired is lost.
Ask your AI assistant
Ask ChatGPT or Claude about Pipedrive 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 Pipedrive and Housecall Pro, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.