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Set up your first integration
Quickly connect LeadConnector to ServiceTitan with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate LeadConnector with ServiceTitan - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Pipeline Stage Changed" from LeadConnector.
Add your action
An action happens after the trigger—such as "Apply Tag to Customer" in ServiceTitan.
You’re connected!
Zapier seamlessly connects LeadConnector and ServiceTitan, automating your workflow.
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Frequently Asked Questions about LeadConnector + ServiceTitan integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with LeadConnector and ServiceTitan
How do I start integrating LeadConnector with ServiceTitan?
To begin integrating LeadConnector with ServiceTitan, you'll first need to have both accounts active. Once logged into your account, navigate to the 'Integrations' section where you can connect LeadConnector with ServiceTitan. Follow the on-screen instructions to link both platforms and set up the required API credentials for seamless communication.
What triggers and actions can I set up between LeadConnector and ServiceTitan?
When integrating LeadConnector with ServiceTitan, you can establish various triggers such as 'New Lead Created' or 'Appointment Scheduled' in LeadConnector to initiate actions in ServiceTitan like 'Create Job' or 'Update Customer Profile'. These automations help keep information synced efficiently across platforms.
Is it possible to create automated workflows via the integration?
Yes, our integration allows setting up automated workflows where a trigger event in LeadConnector—like a new contact—can automatically execute predefined actions in ServiceTitan. This automation saves time by streamlining data transfer between the two apps without manual intervention.
Can I customize the data fields that are shared during integration?
You have control over customizing which data fields are shared between LeadConnector and ServiceTitan. During setup, you can select specific fields such as name, contact details, job descriptions, etc., ensuring only relevant information is exchanged during each connected task.
What happens if there's an error during data sync between the apps?
If an error occurs during data synchronization between LeadConnector and ServiceTitan, our system logs it and attempts retries automatically. You can view detailed error messages through your integration dashboard and adjust your setup if needed. Contact support for further assistance if errors persist.
Do I need technical expertise to set up this integration?
Setting up integration between LeadConnector and ServiceTitan is designed for users of all levels. With guided steps on our platform, it's straightforward even if you're not technically inclined. However, access to certain API credentials may require basic knowledge of security settings within both applications.
How will I know when new leads are added from one app to another?
Once integrated, notifications can be configured so that whenever new leads are added in either LeadConnector or processed into ServiceTitan, alerts are sent via email or through app notifications. This keeps you updated on critical changes without having to constantly check manually.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- In PipelineRequired
- Select StageRequired
- Assign to User
ActionWrite- Phone Number
- Email
- First Name
- Last Name
- Full Name
ActionWrite- 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
Try ItTriggerPolling
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- Country
- Date of Birth
ActionWrite- Campaign IDRequired
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
ActionWrite- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Phone Number
- Email
ActionWrite- Appointments IDs (maximum 50)
- Job Id
- Project Id
- Appointment Number
- Project Status
- Technician Id
- Customer
- Starts On Or After
- Starts Before
- Modified Before
- Modified On Or After
- Created on or after
- Created before
Try ItTriggerPolling