HouseCall Pro
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.
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