CRM Integration
Connect a supported CRM and keep new callers and bookings in sync.
Pro
Once connected, CallHandlr can push new callers and booked callers into your CRM as contact records. It does not create full jobs, invoices, or provider-specific workflows yet.
What currently syncs
- A person/contact record when a new caller is captured
- A person/contact record when a booking is successfully made
Note
The current depth is contact sync. It is designed to get the right person into your CRM reliably first. Deeper provider-specific actions may be added later.
Supported providers
- HubSpot: connect with a standard sign-in flow
- Jobber: connect with a standard sign-in flow
- Zoho: connect with a standard sign-in flow
- Housecall Pro: paste your API key in the portal
- BigChange: coming soon
- Other: contact support to request a provider
How to connect your CRM
1
Open Settings
Log in to your CallHandlr account and go to Settings.
2
Choose your CRM provider
In the CRM Integration section, pick your provider from the list.
3
Complete the setup method for that provider
Some CRMs use a Connect button. Others ask you to paste a key or another credential.
4
Check that it shows as Connected
Selecting a provider is not enough on its own. The connection must show as Connected before sync can happen.
If your CRM is not on the list
Select Other in the CRM list and follow the prompt on screen, or email support@callhandlr.com. We can review whether your CRM is a good fit for a future integration.
Next
Booking Setup
Connect your calendar and configure your availability