Here's a clear and easy-to-follow Step-by-Step Help Guide on integrating Review Harvest with Housecall Pro using Zapier:
⚠️ Requirements
Before you begin, make sure you have:
A Housecall Pro account on at least the Essentials plan or higher.
A Zapier account (free plan is sufficient).
A Review Harvest account.
🔧 Step 1: Enable Zapier in Housecall Pro
Log in to your Housecall Pro account.
Click on the 9-dot "My Apps" icon in the top-right corner.
Select “Go to App Store.”
In the App Store, search for "Zapier" and click View.
If it's not already enabled, activate the Zapier app.
Refresh the page to reveal your Housecall Pro API key.
Copy this API key—you’ll need it later.
🧰 Step 2: Sign Up or Log in to Zapier
Go to zapier.com.
Sign up for a free account or log in if you already have one.
Once inside, click on “Create Zap.”
🔄 Step 3: Create the Zap (Automation)
1. Set Up Trigger
App: Select Housecall Pro.
Event: Choose “New Job Completed.”
Connect your Housecall Pro account using the API key you copied earlier.
Test the trigger to pull in a sample completed job.
2. Set Up Action
App: Select Review Harvest.
If Review Harvest doesn’t appear by default, search and select it.
🔐 Step 4: Connect Review Harvest to Zapier
Log into your Review Harvest dashboard.
Go to “Integrations” → Click “Add Integration.”
Select Zapier from the integration options.
Copy the API key provided.
In Zapier, connect Review Harvest and paste the API key when prompted.
Click Yes, continue.
🧩 Step 5: Map Fields
Map the fields from Housecall Pro to Review Harvest:
Field in Review Harvest | Field from Housecall Pro |
First Name | Customer First Name |
Last Name | Customer Last Name |
Customer Email | |
Phone Number | Customer Mobile Phone |
If Housecall Pro provides a full name instead of first/last name, just map the full name—Review Harvest will split it automatically.
✅ Step 6: Test and Publish
Zapier will test the connection by sending a sample contact.
Confirm that the contact appears in your Review Harvest dashboard.
If everything looks good, click “Publish Zap.”
Give your Zap a name like “Review Harvest - Job Completion Zap.”
📡 You’re Done!
Now, every time a job is marked “completed” in Housecall Pro, a review request will automatically be triggered through Review Harvest.
🆘 Need Help?
If you have questions or get stuck:
Use the support chat in the bottom-right of your Review Harvest dashboard.
Reach out to the Review Harvest team for help configuring or managing Zaps.
Let me know if you’d like this as a PDF or webpage format!