Integrating SugarCRM with Housecall Pro by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between SugarCRM and Housecall Pro
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Award Winning App Integration Platform
SugarCRM is a comprehensive customer relationship management product, from sales and marketing to service and support. It is used by companies of all sizes, across all industries.
About Housecall Pro
Housecall Pro is a top rated software to run your home service business. We make it easy to schedule, dispatch, estimate, invoice, accept credit cards and get booked online by customers.
Integrations for Housecall ProIt's easy to connect SugarCRM + Housecall Pro without coding knowledge. Start creating your own business flow.
- Triggers
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New CaseTriggers when you add a new case
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New Contact
Triggers when you add a new contact
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New Lead
Triggers when you add a new lead
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New Opportunity
Triggers when you add a new opportunity
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New Task
Triggers when you add a new task
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New User
Triggers when you add a new user
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New Completed JobTriggers when a job is completed.
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New Contact
Triggers when create a new contact.
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New Scheduled Job
Triggers when a job is scheduled.
- Actions
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Create Case
Create a new case
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Create Customer
Creates a new customer
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Create Customer Address
Creates a Customer Address
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Create Job
Creates a new job
How SugarCRM & Housecall Pro Integrations Work
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Step 1: Choose SugarCRM as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Housecall Pro as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from SugarCRM to Housecall Pro.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.