Zapier guide: Kopperfield + Housecall Pro
How to log each new Kopperfield customer in Housecall Pro
New Zap | Zapier
1. Click on Trigger step
2. Search & select Kopperfield app
3. Click on Event
4. Click on Project Created…
5. Click on Continue
6. Click on Sign in
7. Enter your Kopperfield assigned API Key
8. Click on Yes, Continue to Kopperfield (1.0.3)
9. Click on Test trigger
10. 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
12. Click on Continue
13. Search and select Housecall Pro
14. Click on Event
15. Select Create Customer as the "action" step
16. Click on Continue
17. Click on Sign in and enter your Houscall Pro API Key in the pop-up window
18. Click on Continue
19. Click on the First name field
20. Select "Customer First Name" from the input options
21. Click on Last name
22. Select "Customer Last Name" from the input options
23. Click on Email
24. Select "Customer Email" from the input options
25. Click on Mobile number
26. Select "Customer Phone Number" from the input options
27. Click on Street
28. Select "Property Line 1" from the input options
29. Click on Street line 2
30. Select "Property Line 2" from the input options
31. Click on City
32. Select "Property City" from the input options
33. Click on State
34. Select "Property State" from the input options
35. Click on Zip
36. Select "Property Postal Code" from the input options
37. Click on Continue
38. Click on Test step
39. Confirm the test customer has populated in your Housecall Pro customer area
40. Click on Rename from the top menu
41. Rename the Zap
42. Click on Publish
43. Wait for the confirmation screen to show (see picture)
44. Confirm your Zap is turned "ON" as shown in the picture below
