Categories
CRM
Made by
Zapier
HouseCall Pro
Housecall Pro is a comprehensive job-management software designed for home-service businesses (e.g., plumbers, HVAC, electricians). It supports booking, dispatching, estimates, invoicing, and payment processing.
When you connect the forms you create in forms.app to Housecall Pro via Zapier, you can automatically create or update customers and trigger workflows in Housecall Pro whenever someone submits your form. This means your form responses flow directly into your service-business operations, eliminating manual transfer.
How to connect your forms with HouseCall Pro via Zapier
When you use forms.app as the trigger and then select Housecall Pro as the action in Zapier, your workflow becomes: someone submits a form in forms.app → Zap triggers → a new customer (or job entry) is created or updated in Housecall Pro with form data.
What you’ll need
- A forms.app account — to build your form and collect submissions.
- A Zapier account — to build the automation from forms.app → Housecall Pro.
- A Housecall Pro account — to receive and manage customers/jobs created via the integration.
Why use it?
By integrating forms.app with Housecall Pro, you can:
- Automatically convert each relevant form submission into a customer or job entry in Housecall Pro.
- Ensure your operations system reflects leads captured via form in real-time, improving responsiveness.
- Map key form fields (e.g., name, email, service request details, file uploads) into Housecall Pro so your service team has what they need immediately.
- Eliminate possible errors, delays, or data loss
5 Steps to Set Up Housecall Pro + forms.app Integration
- In your forms.app dashboard, build and publish your form so that submissions will trigger the “New Form Submission” event in Zapier.
- In Zapier, click “Make a Zap” → choose forms.app as the trigger app → select “New Form Submission” as the trigger and connect your forms.app account.
- Add the next step: select Housecall Pro as the action app → choose the appropriate action (e.g., “Create Customer”) and connect your Housecall Pro account.
- Map the fields from your form submission (for example: First Name, Last Name, Email, Phone, Service Desired) into the corresponding Housecall Pro fields so the information lands correctly.
- Test your Zap with a sample form submission → check in Housecall Pro that the customer/job appears as expected → once successful, turn the Zap ON. From now on, each new form submission will automatically create or update a record in Housecall Pro.
With the integration of forms.app and Housecall Pro, you can automate your lead-capture to service-workflow pipeline.
