What you get
- Triggers — 13 Housecall Pro events can start a campaign: Job created, Job scheduled, Job started, Job completed, Job paid, Job canceled, Estimate created, Estimate sent, Estimate approved, Invoice created, Invoice paid, Customer created, and Customer updated. You choose the event on each automation.
- Revenue tracking — revenue books when an estimate is approved, using the approved estimate total. Mailr’s wizard says it plainly: “Revenue books when an estimate is approved — when it’s sold, not when the job wraps.”
- Lead delivery — when someone scans your postcard and fills in the landing page, Mailr creates a customer in Housecall Pro with the lead source “Mailr”, and tries to surface the lead in your Leads pipeline. Extra answers from the form go into the customer notes.
Connect Housecall Pro
1
In Mailr, open Automations
Go to Campaigns → Automations in the Mailr app and find Housecall Pro under CRM Connection. Clicking a tile only opens its panel — nothing starts connecting until you press the Connect button inside. Only the workspace owner can connect a CRM.
2
Generate an API key in Housecall Pro
In Housecall Pro, go to My Apps → All Apps → API Key Management (you need admin access) and generate a key. Mailr’s dialog links straight there with an Open API Key Management button.
3
Paste the key in Mailr
Press Connect Housecall Pro and paste the key. Mailr checks it against your account before saving, so a bad key never saves.
The tile switches to Connected and the 3-step setup wizard opens: Leads → Job address → Tracking.
How syncing works
Out of the box, Housecall Pro is checked hourly — a campaign can be queued up to an hour after the event. Automated campaigns use a design you’ve already approved and are reviewed by Mailr before anything mails.Turn on instant updates (optional, recommended)
Instant updates need the Housecall Pro MAX plan. The wizard’s Tracking step and a banner on the connected panel walk you through it:1
Open Webhooks in Housecall Pro
Go to Housecall Pro → My Apps → Webhooks and switch the toggle to Active.
2
Paste the webhook URL Mailr shows
Mailr displays the URL with a one-click copy button. Paste it into Housecall Pro and save.
3
Turn on the events
Under Enable Webhook Events, switch on
job.created, job.scheduled, job.started, job.completed, job.paid, job.canceled, estimate.created, estimate.sent, estimate.option.approval_status_changed, invoice.created, invoice.paid, customer.created, and customer.updated. Extra events are harmless — Mailr ignores anything else.4
Copy the signing secret back into Mailr
Copy the signing secret Housecall Pro shows you and paste it into the field in Mailr. Banner copy: “Optional: add your Housecall Pro webhook signing secret for instant sync — without it, changes arrive with the hourly sweep.”
The first sync starts the clock the moment you connect. Jobs and estimates that were already approved or completed before you connected will never trigger a campaign. To test, approve a fresh estimate after connecting.
Disconnect or reconnect
Disconnecting shows “Disconnect Housecall Pro?”: “Lead sync and campaign triggers through this connection will stop, and the stored credentials are deleted. Your settings are kept, so reconnecting later picks up where you left off.” Your campaign history, leads and results stay. Reconnecting keeps your field mappings and attribution window.Notes & limits
- Housecall Pro has no custom fields, so extra lead answers are combined into the customer notes, and there’s no job-address override in the wizard.
- Leads are matched by email only. A lead with no email address always creates a new customer.
- If you import past work to mail older customers, Mailr looks at your most recently updated completed jobs, or your customers.