Try AppyPie Automate Free for 7 Days
Unlock premium automation
risk-free—cancel anytime.
Did you know? Our team creates automation at no extra cost and provides support at any stage.
Get Started FreeTriggers 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
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)
Create a new case
Creates a new customer
Creates a Customer Address
Creates a new estimate (Applicable for MAX plan)
Creates a new job
Updates job schedule
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
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)
Create a new case
Creates a new customer
Creates a Customer Address
Creates a new estimate (Applicable for MAX plan)
Creates a new job
Updates job schedule
Choose SugarCRM as the trigger app, select event, authenticate & successfully Test
After completing the trigger test, select Housecall Pro as the action app from the list.
Connect your Housecall Pro account & authenticate it.
Select the data you want to send from SugarCRM to Housecall Pro & your AI Agent is ready!
New Case
Create Customer
New Contact
Create Customer
New Lead
Create Customer
New Opportunity
Create Customer
New Task
Create Customer
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.
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.
The integration between SugarCRM and Housecall Pro 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 SugarCRM with Housecall Pro, 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 SugarCRM-Housecall Pro integration:
Use the most powerful applications integration platform
Get Started Free