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Get Started FreeTriggers when a job is completed.
Triggers when create a new contact.
Triggers when a new estimate is created (Applicable for MAX plan)
Triggers when a job is scheduled.
Triggers when a new estimate is updated (Applicable for MAX plan)
Triggers when you add a new case
Triggers when you add a new contact
Triggers when you add a new lead
Triggers when you add a new opportunity
Triggers when you add a new task
Triggers when you add a new user
Creates a new customer
Creates a Customer Address
Creates a new estimate (Applicable for MAX plan)
Creates a new job
Updates job schedule
Create a new case
Triggers when a job is completed.
Triggers when create a new contact.
Triggers when a new estimate is created (Applicable for MAX plan)
Triggers when a job is scheduled.
Triggers when a new estimate is updated (Applicable for MAX plan)
Triggers when you add a new case
Triggers when you add a new contact
Triggers when you add a new lead
Triggers when you add a new opportunity
Triggers when you add a new task
Triggers when you add a new user
Creates a new customer
Creates a Customer Address
Creates a new estimate (Applicable for MAX plan)
Creates a new job
Updates job schedule
Create a new case
Choose Housecall Pro as the trigger app, select event, authenticate & successfully Test
After completing the trigger test, select SugarCRM as the action app from the list.
Connect your SugarCRM account & authenticate it.
Select the data you want to send from Housecall Pro to SugarCRM & your AI Agent is ready!
New Completed Job
Create Case
New Scheduled Job
Create Case
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.
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.
The integration between Housecall Pro and SugarCRM is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
While assessing the security of integrating Housecall Pro with SugarCRM, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Housecall Pro-SugarCRM integration:
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