Automate HubSpot & Housecall Pro

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

Get This Workflow Built

Custom API Integration

Secure Data Transfer

Done-For-You Setup

How the Data Flows

graph LR
    subgraph Source ["HubSpot"]
        T1(["All Forms List"])
    end
    
    subgraph Middleware ["Enterprise Integration Core"]
        W[CRON API
Poller] --> V{Validation
& Auth}
        V -->|Fail| DLQ[Dead Letter
Queue]
        V -->|Pass| Map[Data Mapping
& Transformation]
        Map --> Retry[Rate Limiting
& Retries]
    end
    
    subgraph Target ["Housecall Pro"]
        A1(["Create Customer"])
    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 Hubspot and Housecall Pro operate independently, sales teams often face delays in accessing real-time job status updates. For instance, when a new lead is converted in Hubspot, the corresponding service job in Housecall Pro may not be created immediately, leading to missed appointments. This results in the sales team manually checking Housecall Pro for job status, wasting hours each week on redundant data entry and communication with field service teams.

Top Ways to Automate HubSpot & Housecall Pro

Automated Lead Assignment: Instantly assign new leads captured in HubSpot to the appropriate field service team in Housecall Pro, ensuring prompt follow-up and improved conversion rates.
Real-Time Customer Updates: Automatically sync customer information and service history between HubSpot and Housecall Pro, providing your sales and service teams with the insights they need to enhance customer interactions.
Streamlined Appointment Scheduling: Enable seamless scheduling of service appointments directly from HubSpot, allowing your sales team to book jobs without leaving the platform, thus improving efficiency and customer satisfaction.

How to Build the HubSpot → Housecall Pro Sync

Create a webhook in Hubspot that triggers on the 'Contact Creation' event. This webhook should send a POST request to your middleware endpoint with the contact's details.
In your middleware, extract the necessary payload data from Hubspot, specifically the contact's name, email, and phone number.
Use the extracted data to format a POST request to the Housecall Pro API endpoint '/v1/clients' to create a new client. Ensure that you map Hubspot's contact fields to Housecall Pro's required fields accurately.
Set up another webhook in Hubspot to trigger on 'Deal Stage Change' if you want to update job statuses. This should send relevant deal information to the middleware.
In the middleware, extract the deal ID and associated client information, then format a POST request to the Housecall Pro API endpoint '/v1/jobs' to create or update a job based on the deal stage.

Developer Warnings & API Gotchas

Ensure that the contact email in Hubspot is unique; otherwise, Housecall Pro may reject the client creation request if a duplicate email exists.
When mapping fields, be cautious with the phone number format; Housecall Pro requires a specific format (e.g., E.164) which may differ from Hubspot's input.
Be aware of the payload size limitations in the Housecall Pro API; if multiple contacts are created in a single webhook trigger, you may exceed the maximum allowed payload size.

Supported API Operations

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

When this happens in HubSpot... All Forms List

Do this in Housecall Pro Create Customer

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