Housecall Pro

The Housecall Pro integration creates customers in your Housecall Pro account for every lead Auto-Respond handles. When enough detail is collected, it can also create a job for the customer with notes and estimate line items, so your team has everything they need to dispatch.

What gets synced

Every customer pushed into Housecall Pro includes:

• First name
• Last name
• Email
• Mobile number
• Company (when provided)
• Notes (includes the inquiry details)
• Address

When a job is created, it can also include estimate line items based on what the lead asked about.

Connecting Housecall Pro

Options

Enable

Turns the integration on or off for this source. Default: off.

Inherit from parent

Only shown on a location with a parent business. When on, the location uses the parent’s Housecall Pro settings. When off, it overrides them.

Create lead in CRM only when contact info is received

Label: Create lead in CRM only when contact info is received. Default: off.

• When on - Housecall Pro gets the lead only once the lead has shared a phone number or email, and only if CRMs is checked under Trigger integrations: in the source’s Contact Info tab for that kind of contact info.
• When off - Housecall Pro gets the lead as soon as the lead first reaches out, even before you have their contact info.

Create only new leads

Label: Create only new leads. Default: off.

• When on - If your business had already messaged the lead before Auto-Respond first received the conversation, the lead’s contact info is not sent to Housecall Pro. New messages in a conversation don’t send the lead again either.
• When off - Those leads and messages are sent too.

This option looks at the conversation, not at Housecall Pro: it doesn’t search Housecall Pro for an existing record.

Notify this integration only after the AI determines the lead is interested

Label: Notify this integration only after the AI determines the lead is interested. Default: off.

• Needs AI Assistant with Short or Long conversation in Conversation Setup.
• Can’t be turned on together with Create lead in CRM only when contact info is received or Create only new leads.

Validate Connection

Re-tests your API token.

Disconnect

Removes the API token. Confirmation required.

Matching and deduplication

Housecall Pro customers are matched by phone and email.

A note on appointment booking

Housecall Pro also powers appointment scheduling inside Auto-Respond’s AI Assistant and Voice Agent. If your voice agent or AI text flow books an appointment, Housecall Pro is the calendar being read and written. That is configured separately under the AI Assistant and Voice Agent settings, not on this Integrations card. This page only covers customer and job creation for inbound leads.

Disconnecting

Open the Housecall Pro card → click Disconnect → confirm. The API token is cleared.

Troubleshooting

• “Validation failed” / invalid token - The API token is wrong or was revoked. Generate a new one in Housecall Pro.
• No customers appearing - Confirm Enable is on and check your Create lead in CRM only when contact info is received setting.
• Jobs not being created - Jobs are only created when enough info (service, address) is collected. If the conversation doesn’t capture those, only the customer record is created.
• Duplicate customers - Usually caused by leads reaching out without contact info. Turning on Create lead in CRM only when contact info is received prevents this.

Questions about the Housecall Pro integration? Email support@auto-respond.com.