Automate Housecall Pro & HubSpot

Stop paying for mismatched spreadsheets. Sync data between Housecall Pro and HubSpot in real-time, so you can manage your operations without the busywork.

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Custom API Integration

Secure Data Transfer

Done-For-You Setup

How the Data Flows

graph LR
    subgraph Source ["Housecall Pro"]
        T1(["New Completed Job"])
    end
    
    subgraph Middleware ["Enterprise Integration Core"]
        W[Webhook
Listener] --> V{Validation
& Auth}
        V -->|Fail| DLQ[Dead Letter
Queue]
        V -->|Pass| Map[Data Mapping
& Transformation]
        Map --> Retry[Rate Limiting
& Retries]
    end
    
    subgraph Target ["HubSpot"]
        A1(["Add Contact to List"])
    end

    T1 -->|JSON Payload| W
    Retry -->|Authenticated API POST| A1

    style Source fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
    style Target fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
    style Middleware fill:#f8fafc,stroke:#94a3b8,stroke-width:2px
    style T1 fill:#3b82f6,stroke:#fff,stroke-width:2px,color:#fff
    style W fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style V fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style Map fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style Retry fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style DLQ fill:#ef4444,stroke:#fff,stroke-width:1px,color:#fff
    style A1 fill:#e11d48,stroke:#fff,stroke-width:2px,color:#fff

When Housecall Pro and Hubspot operate independently, field service teams often face significant delays in updating customer records. For instance, if a technician completes a job in Housecall Pro, the customer details and service notes must be manually entered into Hubspot. This not only leads to potential data entry errors but also results in customer follow-ups being missed, as the marketing team relies on outdated information. Consequently, the operations team spends hours reconciling data between the two systems instead of focusing on customer service.

Top Ways to Automate Housecall Pro & HubSpot

Automated Lead Assignment: Instantly assign new leads from HubSpot to your field service team in Housecall Pro, ensuring timely follow-ups and reducing the risk of lost opportunities.
Real-Time Customer Updates: Automatically sync customer information and service history between platforms, providing your sales and service teams with the most up-to-date data for informed decision-making.
Streamlined Invoicing and Payment Processing: Generate invoices in Housecall Pro based on HubSpot deals, automating payment reminders and improving cash flow management.

How to Build the Housecall Pro → HubSpot Sync

In Housecall Pro, set up a Standard Webhook to listen for the 'Job Completed' event. This webhook will trigger whenever a job is marked as completed.
Configure the webhook to send a JSON payload containing relevant job details such as 'customer_id', 'job_id', 'service_notes', and 'completion_date' to your designated endpoint.
On your receiving server, extract the payload data from the webhook request. Ensure you capture 'customer_id' to map the job to the correct Hubspot contact.
Using the Hubspot API, make a POST request to the '/contacts/v1/contact/vid/:vid/profile' endpoint. Replace ':vid' with the Hubspot contact ID that corresponds to the 'customer_id' from the webhook payload.
Include the extracted 'service_notes' and 'completion_date' in the body of your POST request, formatted as JSON to update the Hubspot contact's properties.
Test the integration thoroughly to ensure that job completions in Housecall Pro reflect accurately in Hubspot without any data loss.

Developer Warnings & API Gotchas

Ensure that the 'customer_id' in Housecall Pro correctly matches the Hubspot contact ID; mismatches may lead to updates being sent to the wrong contact.
Be cautious with the data types when mapping 'completion_date'; Hubspot expects a specific date format (ISO 8601), which must be converted from Housecall Pro's format.
When handling the 'service_notes', ensure that any special characters are properly escaped in the JSON payload to avoid API errors during the POST request.

Supported API Operations

We leverage official, stable endpoints to ensure secure data transfer. No deprecated legacy routes.

When this happens in Housecall Pro... New Completed Job

Do this in HubSpot Add Contact to List
When this happens in Housecall Pro... New Scheduled Job

Do this in HubSpot Add Contact to Workflow

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I can see you're looking at mapping Housecall Pro to HubSpot. Tell me about your current setup—what's the specific bottleneck you're trying to automate right now?