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How to Integrate salesforce & Housecall Pro

Automate your business. Connect salesforce to Housecall Pro and sync data automatically without writing code.

Popular Automation Workflows

Here are the most powerful ways businesses connect these two platforms:

When: Closed Opportunity (Legacy) → Then: Create Customer
When: Get Accounts → Then: Create Customer

salesforce Triggers

Events that happen in salesforce to start an automation.

  • Trigger
    Closed Opportunity (Legacy)
    Closed Opportunity (Legacy)
  • Trigger
    Get Accounts
    Get Accounts
  • Trigger
    Get Campaigns
    Get Campaigns
  • Trigger
    Get Contacts
    Get Contacts
  • Trigger
    Get Converted Status for Leads
    Get Converted Status for Leads
  • Trigger
    Get Creatable Objects
    Get Creatable Objects
  • Trigger
    Get Datetime Fields For Object
    Get Datetime Fields For Object
  • Trigger
    Get Fields For Object
    Get Fields For Object
  • Trigger
    Get Fields For Object
    Get Fields For Object
  • Trigger
    Get File
    Get File
  • Trigger
    Get Flows
    Get Flows
  • Trigger
    Get Leads
    Get Leads
  • Trigger
    Get Non Converted Leads
    Get Non Converted Leads
  • Trigger
    Get Numeric Fields for Object
    Get Numeric Fields for Object
  • Trigger
    Get Opportunities
    Get Opportunities
  • Trigger
    Get Opportunity Stages fields
    Get Opportunity Stages fields
  • Trigger
    Get Queryable Objects
    Get Queryable Objects
  • Trigger
    Get Records For Object
    Get Records For Object
  • Trigger
    Get Reports
    Get Reports
  • Trigger
    Get Updateable Objects
    Get Updateable Objects
  • Trigger
    List History Objects
    List History Objects
  • Trigger
    New Case Attachment
    New Case Attachment
  • Trigger
    New Contact
    New Contact
  • Trigger
    New Field History Tracking Event
    New Field History Tracking Event
  • Trigger
    New or Updated File on Record
    New or Updated File on Record
  • Trigger
    New Lead
    New Lead
  • Trigger
    New Outbound Message
    New Outbound Message
  • Trigger
    New Record
    New Record
  • Trigger
    Opportunity Stage Change (Legacy)
    Opportunity Stage Change (Legacy)
  • Trigger
    Updated Field on Record
    Updated Field on Record
  • Trigger
    Updated Opportunity (Legacy)
    Updated Opportunity (Legacy)
  • Trigger
    Updated Record
    Updated Record
  • Trigger
    Fetch Custom Actions
    Fetch Custom Actions

Housecall Pro Actions

What Housecall Pro will do automatically when triggered.

  • Action
    Create Customer
    Create Customer
  • Action
    Create Customer
    Create Customer

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