How to Set Up Review Harvest With Housecall Pro Using Zapier
By Clay Lawrence, Review Harvest · · 11 min video
The short version
Setting up Review Harvest with Housecall Pro takes three things: a personalized image, an integration, and a review reactivation. As recorded, the integration runs through a free Zapier account: a Zap triggers on a new completed job in Housecall Pro and sends that customer's name, phone number and email to Review Harvest. Then you export your Housecall Pro customer list as a CSV and import it to ask past customers for reviews.
Do this, in order
- 1
Upload your personalized image
In Review Harvest, go to the Messaging page and click Change image. Upload a photo of your team or your logo, anything that gives brand or face recognition. Review Harvest puts each customer's name on the image when the request goes out.
- 2
Turn on Zapier in Housecall Pro and copy your API key
In Housecall Pro, click the nine dots (My Apps), then Go to App Store, and search for Zapier. Switch it to active, then refresh the page, because the API key does not appear until you do. You need at least the Essentials plan, Housecall Pro's medium-level plan.
- 3
Create a free Zapier account and start a new Zap
Sign up at zapier.com, skip through the setup questions, then click Create and choose Zaps. The free plan covers about 100 runs a month, and each completed job uses one.
- 4
Set the trigger to Housecall Pro, New Completed Job
Choose Housecall Pro as the trigger app and New Completed Job as the trigger event.
- 5
Connect Housecall Pro with the API key and test the trigger
Click Sign in, paste the API key you copied, and continue to Housecall Pro. Test the trigger, which pulls in a few past completed jobs as sample data, pick one record and continue with it.
- 6
Add Review Harvest as the action
In the action step, search for Review Harvest and choose the action that sends a review request.
- 7
Create a Zapier key in Review Harvest and connect the account
In Review Harvest, click Integrations, Add integration, then Zapier. Confirm you have the required consent, create the integration and copy the key. Back in Zapier click Sign in, paste the key, and continue.
- 8
Map phone, first name, last name and email
For each field, click the plus sign and pick the matching value from the sample job, such as the customer's mobile phone number. If Housecall Pro only gives a full name, map that instead and Review Harvest will split it.
- 9
Test the step, then publish the Zap
Run the test and check that the sample customer shows up in your Review Harvest dashboard. Then click Publish. From then on every completed job sends that customer to Review Harvest automatically.
- 10
Export your customer list from Housecall Pro
In Housecall Pro click Customers, confirm the list shows all your customers, and export it. Housecall Pro emails you the list as a CSV file to download.
- 11
Import the CSV into Review Harvest
Log in to Review Harvest, click Add contacts, then Select a file, and upload the CSV. Map the first name, last name, mobile phone number and email columns, then click Upload clients. Messages start to drip out about an hour later.
- 12
Know the difference between Do not contact and Delete contact
Search a contact's name and click the three dots beside it. Add to do not contact means they will never get a review request. Delete contact only removes them for now.
What does setting up Review Harvest with Housecall Pro involve?
Three things, shown as a checklist when you first log in to Review Harvest:
- Create your integration, so new customers flow in on their own.
- Add a personalized image.
- Launch a review reactivation for your past customers.
The integration in this walkthrough uses Zapier, because a native Housecall Pro integration was not live when it was recorded. If you see Housecall Pro listed under Add integration in your dashboard, use that instead.
How to add the personalized image
Go to the Messaging page and click Change image. Upload a team photo, a photo of your logo, or anything that gives the customer brand or face recognition. When the text or email arrives, they should know right away who is asking.
Review Harvest automatically writes the customer’s name on the image, which gets their attention and gives you a better chance of getting the review.
How to connect Housecall Pro through Zapier
Think of Zapier as digital duct tape: it lets two apps talk to each other. You need two keys, one from each side.
Get the Housecall Pro key. Click the nine dots (My Apps), then Go to App Store, and search for Zapier. Switch it to active and refresh the page. The API key does not show until you refresh. You need at least the Essentials plan.
Build the Zap. Sign up at zapier.com on the free plan, click Create, then Zaps.
- Trigger: Housecall Pro, with the event New Completed Job. Click Sign in and paste the Housecall Pro API key. Test the trigger and pick one of the past completed jobs it pulls in as sample data.
- Action: Review Harvest, sending a review request.
Get the Review Harvest key. In Review Harvest go to Integrations, click Add integration and choose Zapier. Confirm you have the required consent and create the integration. Copy the key, go back to Zapier, click Sign in, and paste it. You can name the connection whatever you like.
Map the fields. Click the plus sign in each field and choose the matching value from the sample job: customer mobile phone number, first name, last name and email. This is what makes the Zap pull each new customer’s details dynamically. If you only have a full name, map it to the full name field and it gets split for you.
Test and publish. Test the step and look in your Review Harvest dashboard. The sample customer should be there. Click Publish. You can rename the Zap, and you will see the Zapier integration listed under Integrations, where you can manage or delete it.
On the free plan you get about 100 runs a month, one per completed job. Past that, Zapier might cost around $19 a month.
How to import past Housecall Pro customers
A review reactivation asks your previous customers, the ones who said they would leave a review and never did. It is the quickest way to get a boost at the start.
- In Housecall Pro, click Customers and check that the list shows all of them.
- Export the list. Housecall Pro emails it to you as a CSV file.
- Log in to Review Harvest at dash.reviewharvest.com. There is no password; you get a verification code by email.
- Click Add contacts, then Select a file, and upload the CSV.
- Map the columns: first name to first name, last name to last name, mobile phone number to phone number, email to email. A preview shows what is in each column.
- Click Upload clients.
About an hour after the upload, the requests begin to drip out slowly.
How to keep a contact from getting a request
Search the contact’s name, click the three dots next to it, and choose one of two options. Add to do not contact means they never receive a review request. Delete contact means they will not receive one now.
If you get stuck anywhere, use the green support widget in the bottom corner of the dashboard to send a message or read the help documents.
Common questions
Does Review Harvest integrate with Housecall Pro?
Yes. As recorded, the connection is made through Zapier, because a native Housecall Pro integration was not available yet. A Zap watches for new completed jobs in Housecall Pro and sends the customer's name, phone number and email to Review Harvest, which then sends the review request.
Do you need a paid Zapier plan to connect Housecall Pro to Review Harvest?
No, the free Zapier plan works. It includes about 100 runs a month and each completed job uses one, so only a high-volume business would hit the limit. If that is a concern, contact Review Harvest support.
Where is the Zapier API key in Housecall Pro?
Click the nine dots (My Apps), go to the App Store and search for Zapier. Turn the app to active and then refresh the page. The API key does not appear until the page is refreshed.
Which Housecall Pro plan do you need for the Zapier integration?
You need at least the Essentials plan, the medium-level Housecall Pro plan, to turn on the Zapier app and get an API key.
How do you import past Housecall Pro customers into Review Harvest?
In Housecall Pro, open Customers and export the list; it arrives by email as a CSV. In Review Harvest click Add contacts, select the file, map the first name, last name, phone and email columns, and click Upload clients. Requests begin going out gradually about an hour after the upload.
What is the difference between Do not contact and Delete contact in Review Harvest?
Do not contact means the person will never get a review request. Delete contact removes them now, so they will not get a request at this point, but it does not block them permanently.
