HouseCall Pro

Categories

CRM

Made by

Zapier

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

  • forms.app account — to build your form and collect submissions.
     
  • Zapier account — to build the automation from forms.app → Housecall Pro.
     
  • 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

 

  1. In your forms.app dashboard, build and publish your form so that submissions will trigger the “New Form Submission” event in Zapier.
     
  2. 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.
     
  3. 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.
     
  4. 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.
     
  5. 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.