Zoho Books and Housecall Pro integration
Zoho Books and Housecall Pro, from accepted estimate to job
CRM Connector keeps Housecall Pro customers and Zoho Books customers the same both ways, and turns every estimate accepted in Zoho Books into a Housecall Pro job with its lines, ready for your office to schedule. Housecall Pro runs the jobs, Zoho Books keeps the books.
- API key for Housecall Pro
- Official sign in for Zoho Books
Customers both ways, accepted estimates into jobs
At a glance
Customers stay the same on both sides, and accepted estimates become Housecall Pro jobs.
What syncs
- CustomersBoth ways
- Accepted estimates 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 Zoho Books or Housecall Pro leads when the same record changed in both since the last sync.
Options for Zoho Books and Housecall Pro
- Everyone, customers only or leads only, when Housecall Pro sends, on a one way sync
- Only Housecall Pro customers with a tag you pick
- Only estimates accepted from a date you pick
Record by record
What syncs between Zoho Books and Housecall Pro
Which Zoho Books field matches which Housecall Pro field, and what each change does.
Fields- First nameBoth waysFirst name
- Last nameBoth waysLast name
- CompanyBoth waysCompany
- EmailBoth waysEmail
- PhoneBoth waysPhone
- AddressWhen createdAddress
It happens in Zoho Books, then in Housecall Pro
A new client
Looked for in Housecall Pro on the exact email before a customer is created.
Name, company, email or phone changes
The same change is made to the Housecall Pro customer on the next sync.
The address changes later
Not carried: Housecall Pro takes an address only when the customer is created.
FAQ
Questions about Zoho Books 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.
Customers both ways, and an estimate accepted in Zoho Books one way into an unscheduled Housecall Pro job with its lines. Invoices are not offered between these two.
No. Only an accepted estimate becomes a job, unscheduled, for the same customer at their address, with the estimate's lines as line items and one extra line for any tax they do not cover.
Open, declined and expired estimates stay in Zoho Books, and you choose from which date accepted estimates count.
Ask your AI assistant
Ask ChatGPT or Claude about Zoho Books 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 Zoho Books and Housecall Pro, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.