Automate Keap & Housecall Pro

Stop paying for mismatched spreadsheets. Sync data between Keap 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 ["Keap"]
        T1(["Get Affiliates"])
    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 Keap and Housecall Pro operate independently, sales teams often face significant delays in updating customer information. For instance, when a lead converts into a customer in Keap, the sales team must manually enter the customer's details into Housecall Pro, risking data entry errors and inconsistencies. This manual process wastes valuable time, as the operations team spends hours reconciling discrepancies between the two systems, leading to miscommunication and delayed service delivery.

Top Ways to Automate Keap & Housecall Pro

Automated Client Onboarding: Streamline the onboarding process by automatically transferring new client information from Keap to Housecall Pro, ensuring that service teams have immediate access to essential customer details.
Real-Time Appointment Updates: Synchronize appointment schedules between both platforms, allowing for instant updates and notifications to clients and field technicians, reducing no-shows and enhancing service reliability.
Centralized Reporting: Generate comprehensive reports that pull data from both Keap and Housecall Pro, providing insights into sales performance and service efficiency, empowering decision-makers with actionable intelligence.

How to Build the Keap → Housecall Pro Sync

In Keap, navigate to the 'Integrations' section and create a new webhook. Set the trigger to 'Contact Updated' to capture changes in customer status.
Configure the webhook to send a POST request to your middleware endpoint, which will process the data. Ensure the payload includes fields like 'contactId', 'firstName', 'lastName', and 'email'.
In your middleware, listen for the incoming webhook from Keap. Extract the necessary fields from the payload and format them according to Housecall Pro's API requirements.
Send a POST request to the Housecall Pro endpoint '/v1/customers' with the extracted data. Ensure to include the 'firstName', 'lastName', and 'email' in the request body.
Verify the response from Housecall Pro to confirm that the customer has been successfully created or updated. Log any errors for troubleshooting.

Developer Warnings & API Gotchas

Ensure that the 'contactId' from Keap is mapped correctly to Housecall Pro's customer identifier to avoid duplicate entries.
Be aware that Housecall Pro requires specific formats for phone numbers and addresses; validate these fields in your middleware before sending the API request.
If your middleware processes multiple webhooks in a short time, ensure it handles concurrent requests properly to prevent data loss.

Supported API Operations

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

When this happens in Keap... Get Affiliates

Do this in Housecall Pro Create Customer

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