Automate Housecall Pro & Keap

Stop paying for mismatched spreadsheets. Sync data between Housecall Pro and Keap 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 ["Keap"]
        A1(["Add a Product to an Invoice"])
    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 Keap operate independently, service appointments created in Housecall Pro often do not reflect in Keap, leading to missed follow-ups. For example, if a technician completes a job but fails to manually enter the appointment details into Keap, the sales team lacks visibility on customer interactions and potential upsell opportunities. This results in wasted hours for the sales team as they spend time tracking down customer histories and manually entering data that should automatically flow between systems.

Top Ways to Automate Housecall Pro & Keap

Automated Appointment Reminders: Automatically send personalized appointment reminders to customers via Keap, reducing no-shows and ensuring better time management for field service teams.
Streamlined Customer Data Sync: Effortlessly sync customer information between Housecall Pro and Keap, ensuring that your sales and service teams have access to the most up-to-date client data without manual entry.
Seamless Follow-Up Campaigns: Trigger automated follow-up emails or SMS campaigns in Keap based on service completion in Housecall Pro, enhancing customer engagement and driving repeat business.

How to Build the Housecall Pro → Keap Sync

Set up a webhook in Housecall Pro to listen for the 'Job Completed' event. Ensure you capture the job ID, customer name, service type, and completion date in the payload.
Configure the webhook to send a POST request to your middleware service endpoint, for example, https://your-middleware.com/housecall-webhook.
In your middleware, parse the incoming JSON payload to extract the relevant data fields: job ID, customer name, service type, and completion date.
Use the extracted data to construct a POST request to the Keap API endpoint https://api.keap.com/crm/rest/v1/contacts. Include the customer name and any additional fields required for creating a new contact or updating an existing one.
Ensure that the job ID is mapped to a custom field in Keap to maintain a reference back to the original Housecall Pro job.

Developer Warnings & API Gotchas

Ensure that the job ID from Housecall Pro is properly mapped to a custom field in Keap; otherwise, you may end up with duplicate entries or lose track of which jobs correspond to which contacts.
Be cautious of the data types when sending the completion date to Keap; it needs to be formatted as an ISO 8601 string (e.g., '2023-10-01T14:30:00Z') to avoid errors in the API call.
If the customer name contains special characters, make sure to URL-encode the data before sending it to the Keap API to prevent any issues with the 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 Keap Add a Product to an Invoice
When this happens in Housecall Pro... New Scheduled Job

Do this in Keap Create Company

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