Create CRM contacts from new bookings

When a customer makes a new booking in Housecall Pro, automatically create or update their contact record in Marketing 360.

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Marketing 360 Explore Marketing 360 →

Triggers

New contact or lead

Fires when a new contact or lead is added to Marketing 360.

Contact updated

Fires when a field on a contact changes in Marketing 360.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in Marketing 360.

Deal won

Fires when a deal is marked won in Marketing 360.

Actions

Create or update contact

Creates or updates a contact in Marketing 360.

Create deal

Creates a new deal in Marketing 360.

Update record stage

Moves a deal or record to a new stage in Marketing 360.

Log activity

Logs a call, email, or note against a record in Marketing 360.

Housecall Pro Explore Housecall Pro →

Triggers

New booking made

Fires when a new booking or appointment is made in Housecall Pro.

Booking rescheduled or canceled

Fires when a booking in Housecall Pro is changed or canceled.

New customer

Fires when a new customer books for the first time in Housecall Pro.

Actions

Create a booking

Creates a new booking or appointment in Housecall Pro.

Cancel or reschedule a booking

Cancels or moves a booking in Housecall Pro.

Create or update a customer

Creates or updates a customer record in Housecall Pro.

Add the booking to a calendar

Adds a booking from Housecall Pro to a connected calendar.

Schedule sales calls for newly qualified leads When a deal stage changes in Marketing 360, automatically create a booking in Housecall Pro to block off time for a demonstration. See details

Log booking cancellations directly in CRM When a booking is rescheduled or canceled in Housecall Pro, automatically update the deal stage or log an activity in Marketing 360. See details

See all Marketing 360 + Housecall Pro integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Create CRM contacts from new bookings” between Marketing 360 and Housecall Pro?

Yes — describe it in the box above and Knit's Integrations Agent researches Marketing 360 and Housecall Pro's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How do Marketing 360 and Housecall Pro keep contact information synchronized?

When a new appointment is booked in Housecall Pro, customer details automatically sync to create or update lead records inside Marketing 360.

Can booking changes automatically update my pipeline in Marketing 360?

Yes, when meetings are booked or updated in Housecall Pro, relevant deal stages or activity logs in Marketing 360 update instantly.