How to Send Happy Forms Submissions to Housecall Pro

Housecall Pro is a field service platform. Here is how to pipe Happy Forms submissions straight into Housecall Pro using Advanced Form Integration. The setup takes about five minutes and runs entirely on your own server.

The direct approach

AFI delivers form data straight from WordPress to Housecall Pro. No third-party cloud, no per-task fees, and every request is logged for troubleshooting.

What you will need

• A WordPress site with Happy Forms installed and at least one form.
• A Housecall Pro account.
• The Advanced Form Integration plugin (free from WordPress.org).

Connect Housecall Pro to AFI

1. Log in to your Housecall Pro account.
2. Copy your API Key from settings.
3. In WordPress, go to AFI → Settings → Housecall Pro.
4. Paste the API Key and click Save Changes.

Setting up the integration

1. Create a new integration

Go to AFI → Add New. Name it Happy Forms to Housecall Pro.

2. Pick your trigger

Select Happy Forms as the form provider and choose the form you want to connect. AFI detects the fields automatically.

3. Select Housecall Pro as the destination

Choose Housecall Pro from the platform dropdown and pick Create Customer. This creates a customer in Housecall Pro.

4. Map fields

Match each Housecall Pro field on the left to the corresponding Happy Forms field on the right. You can also use smart tags like {{_submission_date}} and {{utm_source}}.

5. Add conditions if needed

Only want to send certain submissions? Set up a conditional rule based on any form field value.

6. Save and test

Click Save Integration. Fill out your Happy Forms form and submit. Check Housecall Pro to confirm the data arrived. If anything looks wrong, open AFI → Log to see the exact request and response.

Free vs Pro

The free version maps name, email, and phone to Housecall Pro with unlimited submissions. Pro adds custom field mapping. No per-submission fees on any plan.

Frequently asked questions

Do I need coding skills?

No. Everything is configured through a visual interface, including field mapping.

Will adding this slow down my form?

No. AFI sends data to the destination after the form submission completes. Your visitors see the normal confirmation message without any delay.

Can I connect multiple forms?

Yes. Create a separate integration for each form, or send one form to multiple platforms.

Get started

Install Advanced Form Integration free from WordPress.org and connect Happy Forms to Housecall Pro in minutes.