Freshsales Suite + ServiceTitan

Update Freshsales Suite contacts when new estimates are updated in ServiceTitan

Stay on top of your operations with this efficient workflow. When an estimate is revised in ServiceTitan, it immediately updates the associated contact details in Freshsales Suite. As a result, your sales team always has the most recent information, allowing for more streamlined client relations and improved productivity. This seamless integration between ServiceTitan and Freshsales Suite brings increased accuracy and consistency to your operational management.

Stay on top of your operations with this efficient workflow. When an estimate is revised in ServiceTitan, it immediately updates the associated contact details in Freshsales Suite. As a result, your sales team always has the most recent information, allowing for more streamlined client relations and improved productivity. This seamless integration between ServiceTitan and Freshsales Suite brings increased accuracy and consistency to your operational management.

  1. When this happens...
    ServiceTitanServiceTitan
    Updated Estimate

    Triggers when an estimate is updated.

    TriggerPolling
  2. automatically do this!
    Freshsales SuiteFreshsales Suite
    Update Contact

    Updates an existing contact.

    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
freshsales-suite logo
freshsales-suite logo

About Freshsales Suite

Freshsales Suite is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.

Related categories

  • CRM (Customer Relationship Management)

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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