Zapier guide: Kopperfield + Housecall Pro
EK

Elena Knox-Oliver

Created Jun 21, 2024

Zapier guide: Kopperfield + Housecall Pro

How to log each new Kopperfield customer in Housecall Pro

13
    z

New Zap | Zapier

44 Steps
1

Click on Trigger step

Click on Trigger step
2

Search & select Kopperfield app

Search & select Kopperfield app
3

Click on Event

Click on Event
4

Click on Project Created…

Click on Project Created…
5

Click on Continue

Click on Continue
6

Click on Sign in

Click on Sign in
7

Enter your Kopperfield assigned API Key

Enter your Kopperfield assigned API Key
8

Click on Yes, Continue to Kopperfield (1.0.3)

Click on Yes, Continue to Kopperfield (1.0.3)
9

Click on Test trigger

Click on Test trigger
10

Click on Skip test

Click on Skip test
11

Confirm Zapier has populated fields similar to the photo below before continuing

If no fields were populated, go back and "retest" the trigger

Confirm Zapier has populated fields similar to the photo below before continuing
12

Click on Continue

Click on Continue
13

Search and select Housecall Pro

Search and select Housecall Pro
14

Click on Event

Click on Event
15

Select Create Customer as the "action" step

Select Create Customer as the "action" step
16

Click on Continue

Click on Continue
17

Click on Sign in and enter your Houscall Pro API Key in the pop-up window

Click on Sign in and enter your Houscall Pro API Key in the pop-up window
18

Click on Continue

Click on Continue
19

Click on the First name field

Click on the First name field
20

Select "Customer First Name" from the input options

Select "Customer First Name" from the input options
21

Click on Last name

Click on Last name
22

Select "Customer Last Name" from the input options

Select "Customer Last Name" from the input options
23

Click on Email

Click on Email
24

Select "Customer Email" from the input options

Select "Customer Email" from the input options
25

Click on Mobile number

Click on Mobile number
26

Select "Customer Phone Number" from the input options

Select "Customer Phone Number" from the input options
27

Click on Street

Click on Street
28

Select "Property Line 1" from the input options

Select "Property Line 1" from the input options
29

Click on Street line 2

Click on Street line 2
30

Select "Property Line 2" from the input options

Select "Property Line 2" from the input options
31

Click on City

Click on City
32

Select "Property City" from the input options

Select "Property City" from the input options
33

Click on State

Click on State
34

Select "Property State" from the input options

Select "Property State" from the input options
35

Click on Zip

Click on Zip
36

Select "Property Postal Code" from the input options

Select "Property Postal Code" from the input options
37

Click on Continue

Click on Continue
38

Click on Test step

Click on Test step
39

Confirm the test customer has populated in your Housecall Pro customer area

Confirm the test customer has populated in your Housecall Pro customer area
40

Click on Rename from the top menu

Click on Rename from the top menu
41

Rename the Zap

Rename the Zap
42

Click on Publish

Click on Publish
43

Wait for the confirmation screen to show (see picture)

Wait for the confirmation screen to show (see picture)
44

Confirm your Zap is turned "ON" as shown in the picture below

Confirm your Zap is turned "ON" as shown in the picture below
Well done!
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