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LeadConnector + ServiceTitan

Create new LeadConnector opportunities when new customers are added in ServiceTitan

Boost your leads management process with this simple workflow. Whenever a new client gets onboarded in ServiceTitan, their details get seamlessly transferred to LeadConnector, where an opportunity is instantly added or updated. This enhances your lead tracking efficiency without having you to manually input data across platforms. Achieve smarter business operations while saving time with this efficient automation.

Boost your leads management process with this simple workflow. Whenever a new client gets onboarded in ServiceTitan, their details get seamlessly transferred to LeadConnector, where an opportunity is instantly added or updated. This enhances your lead tracking efficiency without having you to manually input data across platforms. Achieve smarter business operations while saving time with this efficient automation.

  1. When this happens...
    ServiceTitanServiceTitan
    New Customer

    Triggers when there's a new customers.

    TriggerPolling
  2. automatically do this!
    LeadConnectorLeadConnector
    Add/Update Opportunity

    Adds or updates an existing opportunity.

    ActionWrite
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Supported triggers and actions

    • Projects IDs (maximum 50)

    • Customer

    • Location

    • Job Id

    • Project Status

    • Target Completion Date Before

    • Target Completion Date On Or After

    • Starts Before

    • Starts On Or After

    • Modified Before

    • Modified On Or After

    Trigger
    Polling
    Try It
    • Booking ProviderRequired

    Trigger
    Polling
    Try It
    • Modified On Or After

    • Modified Before

    • Active

    Trigger
    Polling
    Try It
    • Employee Ids (maximum 50)

    • Employee name

    • Employee active

    • Created before

    • Created on or after

    • Modified before

    • Modified on or after

    Trigger
    Polling
    Try It
    • Appointments IDs (maximum 50)

    • Job Id

    • Project Id

    • Appointment Number

    • Appointment Status

    • Technician Id

    • Customer Id

    • Appointments starts on or after

    • Appointments starts before

    • Appointments modified before

    • Appointments modified on or after

    • Appointments created on or after

    • Appointments created before

    Trigger
    Polling
    Try It
    • Active

    • Modified On Or After

    • Modified Before

    Trigger
    Polling
    Try It
    • Customers IDs (maximum 50)

    • Created before

    • Created on or after

    • Modified before

    • Modified on or after

    • Name

    • Street

    • Unit

    • City

    • State

    • Zip

    • Country

    • Phone

    • Active

    • External data application Guid

    • External data key

    • External data values

    • Tag Types

    • Tag Type Match Condition

    Trigger
    Polling
    Try It
    • Estimates IDs (maximum 50)

    • Job

    • Project

    • Job Number

    • Sold By

    • Sold By Employee

    • Active

    • Status

    • Total greater

    • Total less

    • Sold after

    • Sold before

    • Created before

    • Created on or after

    • Modified before

    • Modified on or after

    Trigger
    Polling
    Try It
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leadconnector logo

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

Related categories

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servicetitan logo

About ServiceTitan

ServiceTitan is a mobile, cloud-based software platform that helps home services companies streamline operations, improve customer service, and increase sales.