Zoho CRM and Housecall Pro integration
Housecall Pro and Zoho CRM, from won deal to booked job
CRM Connector keeps Housecall Pro customers and Zoho CRM contacts the same both ways, carries Housecall Pro jobs or estimates into Zoho CRM as deals, and turns a won Zoho CRM deal into a Housecall Pro job. Housecall Pro runs the field work, Zoho CRM 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 Zoho CRM as deals, and won deals become Housecall Pro jobs.
What syncs
- ContactsBoth ways
- Jobs into dealsInto Zoho CRM
- Estimates into dealsInto Zoho CRM
- 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 Zoho CRM or Housecall Pro leads when the same record changed in both since the last sync.
Options for Zoho CRM 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 Zoho CRM and Housecall Pro
Which Zoho CRM field matches which Housecall Pro field, and what each change does.
Fields- First nameBoth waysFirst name
- Last nameBoth waysLast name
- AccountWhen createdCompany
- EmailBoth waysEmail
- PhoneBoth waysPhone
- Mailing street, city, state, postal code and countryWhen createdAddress
- On a won dealOnly in Zoho CRMNot in Housecall Pro
- Lead sourceOnly in Zoho CRMNot in Housecall Pro
It happens in Zoho CRM, then in Housecall Pro
A new contact
Looked for in Housecall Pro on the exact email before a customer is created.
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 only when the customer is created.
FAQ
Questions about Zoho CRM 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 Zoho CRM 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 amount as one line item. Your office plans it in Housecall Pro.
Open and lost deals stay in Zoho CRM, 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 Zoho CRM 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
Ready to connect Zoho CRM and Housecall Pro?Start your 7 day free trial
Sign in to Zoho CRM and Housecall Pro, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.