Connecting Your CRM to CloseBot

Connecting Your CRM to CloseBot

CRM integration is the fastest way to get estimates into CloseBot. When connected, every new estimate in your CRM automatically triggers a follow-up sequence -- no manual entry required.

Supported CRMs

CloseBot currently supports:

• Jobber -- full webhook integration
• Housecall Pro -- full webhook integration
• ServiceTitan -- full webhook integration

Additional CRMs are on the roadmap. If yours is not listed, use email forwarding as an alternative.

Connecting Jobber

1. Navigate to Settings > Integrations in your CloseBot dashboard
2. Click Connect Jobber
3. You will be redirected to Jobber's authorization page. Log in with your Jobber admin credentials
4. Review the permissions requested and click Authorize
5. CloseBot will confirm the connection and begin syncing your customer data

Once connected, any new estimate created in Jobber triggers the CloseBot follow-up sequence automatically. The estimate details (customer name, email, phone, amount, service type) are pulled directly from Jobber.

Connecting Housecall Pro

1. Go to Settings > Integrations in CloseBot
2. Click Connect Housecall Pro
3. Enter your Housecall Pro API key (found in Housecall Pro under Settings > API)
4. Click Verify & Connect

Housecall Pro integration uses a polling mechanism that checks for new estimates every 5 minutes.

Connecting ServiceTitan

1. Go to Settings > Integrations in CloseBot
2. Click Connect ServiceTitan
3. Enter your ServiceTitan Tenant ID and API key
4. Select which job types should trigger follow-ups (estimates, proposals, or both)
5. Click Verify & Connect

Testing Your Integration

After connecting, create a test estimate in your CRM. Within 60 seconds (5 minutes for Housecall Pro), you should see the estimate appear in your CloseBot dashboard with status "Scheduled."

Troubleshooting

Estimates not appearing:

• Verify the integration status shows "Connected" in Settings
• Check that the estimate was created after the integration was connected (historical estimates are not synced retroactively)
• Confirm the estimate includes a customer email or phone number (required for follow-up)

Duplicate estimates:

• If you use both CRM integration and email forwarding, disable email forwarding to avoid duplicates
• CloseBot deduplicates by customer email, but edge cases can occur

Data Flow

CloseBot reads the following fields from your CRM:

CloseBot does not write data back to your CRM by default. Bidirectional sync (writing outcomes back to CRM) is available on request.