CRM Integrations

Connect Housecall Pro, Jobber, or Salesforce to automate contact import

Overview

CRM integrations let ReviewMe automatically import contacts from completed jobs. When a job is marked complete in your CRM, the customer is enrolled in your active campaign without any manual work.

CRM integrations are available on Pro and Enterprise plans.

Supported CRMs

Housecall Pro

Housecall Pro is a popular field service management tool for home service businesses.

What syncs:

  • Customer name, phone number, and email from completed jobs
  • Job completion date (used to trigger campaign timing)

Setup:

  1. Go to Settings > Integrations > Housecall Pro
  2. Click Connect and authorize ReviewMe in the Housecall Pro popup
  3. Choose which job statuses trigger a sync (default: “Completed”)
  4. Select which campaign new contacts should enter

Webhook trigger: ReviewMe listens for job completion events. New contacts typically appear within minutes of a job being marked complete.

Jobber

Jobber is a field service management platform used by thousands of home service businesses.

What syncs:

  • Customer name, phone number, and email from completed jobs
  • Job completion date

Setup:

  1. Go to Settings > Integrations > Jobber
  2. Click Connect and authorize in the Jobber popup
  3. Configure sync settings (job status trigger, target campaign)

Webhook trigger: Same as Housecall Pro — contacts appear within minutes of job completion.

Salesforce

Salesforce integration is designed for larger operations that use Salesforce as their primary CRM.

What syncs:

  • Contact name, phone, and email from closed/won opportunities or completed work orders
  • Completion date

Setup:

  1. Go to Settings > Integrations > Salesforce
  2. Click Connect and authorize via Salesforce OAuth
  3. Choose the object type to sync from (Opportunities or Work Orders)
  4. Map the status field that indicates completion
  5. Select the target campaign

Review status push: On Pro and Enterprise plans, ReviewMe can push review status back to Salesforce as a custom field on the contact or opportunity record.

Common Settings

Duplicate Prevention

ReviewMe automatically checks for duplicate contacts before creating new ones. If a phone number or email already exists in your contact list, the existing contact is used instead of creating a duplicate.

Excluding Contacts

You can exclude specific contacts from campaigns:

  • Before sync: Set up filters in your CRM integration settings to skip certain job types
  • After sync: Remove individual contacts from a campaign in the dashboard
  • Global opt-out: Contacts who have opted out are never enrolled in any campaign

Sync History

Open Settings > Integrations to see each connection’s last attempt, last successful sync, last error, and next retry separately. A recent failed attempt does not imply fresh contacts. Fix a connection error before retrying; successful syncs advance the incremental watermark only after contacts and rule results have been saved.

Manual Import

If your CRM isn’t supported yet, you can import contacts manually:

  1. Go to Contacts > Import
  2. Upload a CSV with columns: first_name, last_name, phone, email
  3. Use Preview import to review duplicates, missing/invalid channels, and contact capacity; download the full reasons if needed
  4. Confirm the required consent attestation and import
  5. Open your campaign, select the imported contacts, and use Preview enrollment before enrolling them

The previews do not import, enroll, send, or attest to consent. Enrollment reports opt-outs, prior reviews or possible matches, cooldowns, missing channels, and possible quota waits. The final import and enrollment recheck current data.

Troubleshooting

Contacts aren’t syncing

  • Check that your CRM connection is still authorized (re-authorize if needed)
  • Verify the job was marked with the correct completion status
  • Check the connection’s last error and last successful sync

Duplicate contacts appearing

  • This usually means the phone number or email format differs slightly between records
  • Check for country code differences (+1 vs no prefix) in phone numbers

Next Steps

← Best PracticesWebhooks →
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