LeadConnector + ServiceTitan

Update opportunities in LeadConnector when new appointments are made in ServiceTitan

Keep your operations streamlined with this workflow. Whenever a new appointment gets booked in ServiceTitan, the corresponding lead gets updated or created in LeadConnector. Shift away from manual data entry and empower your team with the most current lead data, helping you to respond efficiently and effectively.

Keep your operations streamlined with this workflow. Whenever a new appointment gets booked in ServiceTitan, the corresponding lead gets updated or created in LeadConnector. Shift away from manual data entry and empower your team with the most current lead data, helping you to respond efficiently and effectively.

  1. When this happens...
    ServiceTitanServiceTitan
    New Appointment

    Triggers when there's a new appointments.

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

    Adds or updates an existing opportunity.

    ActionWrite
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Supported triggers and actions

    • 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
leadconnector logo
leadconnector logo

About LeadConnector

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

Related categories

  • Marketing Automation

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servicetitan logo
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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier