Skip to content
Book a demo Start building
Housecall Pro logoSalesforce logo

Connect Housecall Pro to Salesforce

Move data between Housecall Pro and Salesforce the moment it happens. Build the flow visually, or let AI write it for you, then run it on our cloud or your own infrastructure.

Start building Explore Housecall Pro Explore Salesforce
Housecall Pro triggers
0
Housecall Pro actions
46
Salesforce triggers
9
Salesforce actions
27

Automation ideas

What you can build with Housecall Pro and Salesforce

A few flows teams run between Housecall Pro and Salesforce. Use one as a starting point, or build your own from scratch.

  • New Case Attachment in Salesforce creates Create Customer in Housecall Pro

    Fires when a new Attachment or File is added to any Case record.

  • New Case Attachment in Salesforce creates Get Customers in Housecall Pro

    Fires when a new Attachment or File is added to any Case record.

  • New Case Attachment in Salesforce creates Get Customer in Housecall Pro

    Fires when a new Attachment or File is added to any Case record.

  • New Contact in Salesforce creates Create Customer in Housecall Pro

    Fires when a new Contact record is created in Salesforce.

Questions, answered

No. Pick a trigger on either piece and an action on the other, map the fields, and turn the flow on. Add a code step later only if you want to.

Yes. Build one flow that starts in Housecall Pro and acts in Salesforce, and a second that runs the other way, in the same project.

On our EU cloud in Frankfurt, or self-hosted on your own infrastructure with Docker or Kubernetes. The MIT-licensed core means there is always an exit.

More ways to automate Housecall Pro

View Housecall Pro
HubSpot

Housecall Pro + HubSpot

Powerful CRM that offers tools for sales, customer service, and marketing automation.

Sales & CRM
Wedof

Housecall Pro + Wedof

Automatisez la gestion de vos dossiers de formations (CPF, EDOF, Kairos, AIF, OPCO et autres)

Sales & CRM
NinjaPipe

Housecall Pro + NinjaPipe

NinjaPipe CRM integration with contacts, companies, deals, tasks (under projects), pipelines, products, budgets, projects, orders, lists, and Databin webhook delivery.

Sales & CRM
Outseta

Housecall Pro + Outseta

Triggers and actions for Outseta CRM and Billing

Sales & CRM
Pipedrive

Housecall Pro + Pipedrive

Sales CRM and pipeline management software

Sales & CRM

More ways to automate Salesforce

View Salesforce
HubSpot

Salesforce + HubSpot

Powerful CRM that offers tools for sales, customer service, and marketing automation.

Sales & CRM
Wedof

Salesforce + Wedof

Automatisez la gestion de vos dossiers de formations (CPF, EDOF, Kairos, AIF, OPCO et autres)

Sales & CRM
NinjaPipe

Salesforce + NinjaPipe

NinjaPipe CRM integration with contacts, companies, deals, tasks (under projects), pipelines, products, budgets, projects, orders, lists, and Databin webhook delivery.

Sales & CRM
Outseta

Salesforce + Outseta

Triggers and actions for Outseta CRM and Billing

Sales & CRM
Pipedrive

Salesforce + Pipedrive

Sales CRM and pipeline management software

Sales & CRM