CallRail's integration with Housecall Pro sends calls from your chosen company directly to your Housecall Pro dashboard. Seeing your caller data alongside the other tools that Housecall Pro provides to your home services business will give your leads greater visibility and let you see all your customer interactions in one place.
Integrating with Housecall Pro
To integrate CallRail with your Housecall Pro account, take the following steps:
- Select the Settings icon on the left navigation bar.
- Choose the company you'd like to integrate with Housecall Pro.
- Select Integrations at the top of the page.
- Select Housecall Pro from the list of integrations.
- Select Authorize on the integration page.
- Log in to your Housecall Pro account.
Seeing your calls in Housecall Pro
Once you have successfully created your integration via the steps above, you’ll want to turn on desktop notifications within Housecall Pro to make sure you’re alerted whenever a call arrives on your dashboard.
To turn on desktop notifications and be notified whenever a call comes through, see Housecall Pro’s help article on enabling desktop notifications.
Deactivating Housecall Pro integration
Deactivating a company's Housecall Pro integration will prevent your call data from reporting to your Housecall Pro account. We'll keep your integration credentials saved if you'd like to reactivate your integration.
- Select the Settings icon on the left navigation bar.
- Choose the company where you'd like to deactivate the integration.
- Select Integrations at the top of the page.
- Choose Housecall Pro from the list of integrations.
- Select Deactivate Integration on the right side of the page.
FAQs
I’ve already integrated with Housecall Pro through Webhooks; should I switch to the native integration?
It is not required to switch to this integration from your existing webhooks. The native integration detailed in this article provides identical functionality to an integration a user has already created with Webhooks. Pre-existing Housecall Pro integrations activated through the Webhooks integration will continue functioning normally.