HousecallPro Lead Integration: Auto-Respond and Sync Yelp & Thumbtack
HousecallPro is one of the most popular field service management platforms for HVAC, plumbing, electrical, and cleaning companies. It handles scheduling, dispatching, invoicing, and customer communication beautifully.
What it doesn’t do: Respond to Yelp and Thumbtack leads instantly, or automatically pull those leads into your HousecallPro account.
That’s where NZLeads connects the pipeline. Here’s exactly how the integration works and what it means for your HousecallPro business.
The Lead Gap in HousecallPro
HousecallPro is designed for managing existing customers and jobs. When a new lead comes from Yelp or Thumbtack:
- The lead arrives in your Yelp or Thumbtack inbox
- There’s no automatic connection to HousecallPro
- You must manually respond to the lead
- Then manually create a customer record in HousecallPro
- Then manually create a job request
- Then schedule and dispatch
Every one of those manual steps introduces delay and potential failure. Leads fall through gaps. Data gets entered incorrectly. The fastest HVAC company in your market has all of this automated.
How NZLeads + HousecallPro Works Together
NZLeads handles the front-end (instant response and lead engagement):
- New Yelp or Thumbtack inquiry arrives
- AI responds within 60 seconds with a contextual, relevant message
- AI qualifies the lead and books the appointment
- AI sends text confirmation to the customer
HousecallPro handles the back-end (job management and operations):
- NZLeads pushes the new customer record to HousecallPro via webhook
- Customer record created with full contact info and inquiry details
- Job request created with job type, urgency, and appointment time
- Job ready for technician assignment and dispatch in HousecallPro
Your team opens HousecallPro in the morning and sees booked jobs waiting. No manual data entry. No chasing leads. Just work to complete.
Data That Flows from NZLeads to HousecallPro
For every booked lead, NZLeads creates in HousecallPro:
Customer Record:
- First & last name
- Phone number
- Address (if collected during conversation)
- Lead source tag: “Yelp” or “Thumbtack”
Job Record:
- Job type (based on AI classification — HVAC, plumbing, general service, etc.)
- Urgency level (emergency, routine, scheduled)
- Appointment date and time window
- Notes: full summary of the AI qualification conversation
- Internal flag if special access info was mentioned (gate code, dog, condo unit, etc.)
Team Alert:
- Push notification to HousecallPro app for on-call tech (emergency jobs)
- Standard job alert for dispatcher
Practical Setup: Connecting NZLeads and HousecallPro
Step 1: Create your NZLeads account and connect Yelp/Thumbtack
Step 2: Go to NZLeads Settings → Integrations → HousecallPro
Step 3: Copy your HousecallPro API key from your HousecallPro account settings
Step 4: Configure the field mapping:
- Which HousecallPro job type to assign by default
- How to map NZLeads urgency levels to HousecallPro job priority
- Which team member to assign emergency jobs to
Step 5: Test with a real Yelp message:
- Send a test message to yourself
- Watch the lead appear in HousecallPro
- Confirm fields are populated correctly
Total setup time: 20–30 minutes.
Appointment Booking: HousecallPro Calendar Sync
When NZLeads AI is booking an appointment in conversation with a Yelp or Thumbtack lead, it can pull available slots directly from your HousecallPro calendar:
- AI sees what times are open in HousecallPro
- Offers those times to the customer
- When customer confirms, appointment is created in HousecallPro directly
- Customer receives text confirmation
- Technician sees the new booking in their HousecallPro schedule
No double-booking. No manual calendar management.
HVAC-Specific Use Case: Peak Season Lead Flow
During summer cooling season, an HVAC company with HousecallPro and NZLeads handles the surge differently:
Without automation:
- Phones ring constantly
- Yelp messages pile up
- Staff manually enters customer data into HousecallPro while also answering phones
- Some leads wait hours, get frustrated, call competitors
- HousecallPro has data entry errors from rushed manual input
With NZLeads + HousecallPro:
- Every Yelp and Thumbtack inquiry: Auto-responded in under 60 seconds
- Every phone call: AI answers, books appointment
- All leads: Sync to HousecallPro automatically
- Staff: Focuses on dispatch and customer service, not data entry
- HousecallPro: Clean, accurate data with zero manual input
Result: HVAC companies using this stack report 40–60% more jobs booked during peak season with the same team size.
Pricing
- NZLeads (Yelp + Thumbtack response): $99/month per platform
- Voice AI (inbound calls): $1/minute
- HousecallPro integration: Included in NZLeads subscription
- HousecallPro itself: Separate HousecallPro subscription required
Questions? Email support@nzleads.com
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