Get The Referral + ServiceTitan

Create new ServiceTitan leads from new leads in Get The Referral

Boost your workflow efficiency with this automation which springs into action when you receive a new lead in Get The Referral. It swiftly proceeds to create a corresponding lead in ServiceTitan, thereby saving considerable time and reducing manual efforts. Streamlining this task allows you to focus on important aspects of your business, while the process of lead management becomes seamless and simplified.

Boost your workflow efficiency with this automation which springs into action when you receive a new lead in Get The Referral. It swiftly proceeds to create a corresponding lead in ServiceTitan, thereby saving considerable time and reducing manual efforts. Streamlining this task allows you to focus on important aspects of your business, while the process of lead management becomes seamless and simplified.

  1. When this happens...
    Get The ReferralGet The Referral
    New Lead

    Triggers when a new lead is created.

    TriggerInstant
  2. automatically do this!
    ServiceTitanServiceTitan
    Create Lead

    Create Lead (EXISTING Customer/Location)

    ActionWrite
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Supported triggers and actions

    • Sales Rep IdRequired

    • EmailRequired

    • First NameRequired

    • Last NameRequired

    • PW

    • Country Code

    • Phone

    • Address Line 1

    • Address Line 2

    • City

    • State

    • Postal Code

    • Parent Advocate Id

    • Referral Code

    • XTRM User Id

    Action
    Write
    • Advocate ID or Email AddressRequired

    Action
    Write
    • Lead IDRequired

    • New Lead StatusRequired

    • Sale Amount

    Action
    Write
get-the-referral logo
get-the-referral logo

About Get The Referral

Get The Referral manages, connects and automates leads to your CRM.

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 Forms integrationsZapier Forms integrations

Zapier Forms

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