Salesforce and Housecall Pro integration
Housecall Pro and Salesforce, from won opportunity to booked job
CRM Connector keeps Housecall Pro customers and Salesforce contacts the same both ways, carries Housecall Pro jobs or estimates into Salesforce as opportunities, and turns a won Salesforce opportunity into a Housecall Pro job. Housecall Pro runs the field work, Salesforce runs sales.
- API key for Housecall Pro
Contacts both ways, jobs and opportunities one way each
At a glance
Contacts stay the same on both sides, Housecall Pro jobs or estimates arrive in Salesforce as opportunities, and won opportunities become Housecall Pro jobs.
What syncs
- ContactsBoth ways
- Jobs into opportunitiesInto Salesforce
- Estimates into opportunitiesInto Salesforce
- Won opportunities 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 Salesforce or Housecall Pro leads when the same record changed in both since the last sync.
Options for Salesforce and Housecall Pro
- Everyone, customers only or leads only
- Only Housecall Pro customers with a tag you pick
- Only opportunities won from a date you pick
Record by record
What syncs between Salesforce and Housecall Pro
Which Salesforce field matches which Housecall Pro field, and what each change does.
Fields- First nameBoth waysFirst name
- Last nameBoth waysLast name
- Account nameWhen createdCompany
- EmailBoth waysEmail
- Business phone, or mobileBoth waysMobile number
- Mailing addressWhen createdAddress
- On a won opportunityEach works it outCompleted jobs
- Lead sourceOnly in SalesforceNot in Housecall Pro
It happens in Salesforce, then in Housecall Pro
A new contact
Looked for in Housecall Pro on the exact email, then the phone. Updated when found, otherwise created; an address goes in only at creation.
Name, email or phone changes
The same change is made to the Housecall Pro customer on the next sync.
The company changes later
Not carried: the account name reaches Housecall Pro when the customer is created.
The address changes later
Not carried: Housecall Pro takes an address when the customer is created, not on an update.
FAQ
Questions about Salesforce 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 Salesforce opportunities
- Or estimates, once sent to the customer, become opportunities that follow them
Into Housecall Pro, one way:
- A won opportunity becomes an unscheduled job
Invoices are not offered between these two.
No. Only a won opportunity becomes a job, unscheduled, for the same customer at their address, with its amount as one line item. Your office plans it in Housecall Pro.
Open and lost opportunities stay in Salesforce, 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 opportunity follows the customer's answer: approved is won, declined or expired is lost.
Ask your AI assistant
Ask ChatGPT or Claude about Salesforce 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 Salesforce and Housecall Pro, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.