Connecting Housecall Pro to Podium

To add the Housecall Pro App to your Podium Account:

  1.   Login to your Podium account and click on the +Apps1.png
  2. From here you can select a location to set up an app for.  2.png
  3. Select the Housecall Pro App from the Marketplace to begin the install process.  3.png
  4. After you click connect you can confirm the location you’d like to connect. You can then continue the install process.                                      4.png
  5. From here you’ll be able to grant the app access to your Podium data, enter required credentials, and enable additional functionality where applicable. Check the box for contact import & syncing from Housecall Pro to Podium.                                5.png
  6. After you hit Next, you will then be asked if you need multi location support. If you have multiple Housecall Pro and Podium locations you can check the box and add what zip codes to filter to this location. You will need to complete these same steps and toggle to your next location (see step 4). If you only have one location - skip this step.      6.png
  7. You will then be prompted to Add Automations.                                      7.png
  8. From the Add Automations page, you can access our automation library where you can enable automated text messages triggered by the app.                                              8.png
  9. When you select an automation from our automation library you’ll be prompted to review the automation details. Click Continue to enable the automation.    9.png
  10. To enable the automation, select Activate.                                        10.png