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LeadConnector + ServiceTitan

Manage new ServiceTitan customers by adding or updating contacts in LeadConnector

Seamlessly manage your new customer data between ServiceTitan and LeadConnector. With this workflow, once a new customer comes on board in ServiceTitan, their contact information is immediately updated or added in LeadConnector. This seamless data transfer reduces manual work and enhances your customer management practices.

Seamlessly manage your new customer data between ServiceTitan and LeadConnector. With this workflow, once a new customer comes on board in ServiceTitan, their contact information is immediately updated or added in LeadConnector. This seamless data transfer reduces manual work and enhances your customer management practices.

  1. When this happens...
    ServiceTitanServiceTitan
    New Customer

    Triggers when there's a new customers.

    TriggerScheduled
  2. automatically do this!
    LeadConnectorLeadConnector
    Add/Update Contact

    Adds or updates an existing contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Projects IDs (maximum 50)

    • Customer

    • Location

    • Job Id

    • Status

    • Target Completion Date Before

    • Target Completion Date On Or After

    • Starts Before

    • Starts On Or After

    • Modified Before

    • Modified On Or After

    Trigger
    Scheduled
    Try It
    • Active

    • Modified On Or After

    • Modified Before

    Trigger
    Scheduled
    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

    Trigger
    Scheduled
    Try It
    • Invoices IDs (maximum 50)

    • Invoice Status

    • Batch

    • Batch number

    • Job

    • Business Unit

    • Customer

    • Total greater

    • Total less

    • Invoiced On Before

    • Invoiced On Or After

    • Modified On Or After

    • Modified Before

    Trigger
    Scheduled
    Try It
    • Jobs IDs (maximum 50)

    • Job Id

    • Project

    • Appointment Status

    • Technician

    • Starts On Or After

    • Modified On Or After

    • Modified Before

    Trigger
    Scheduled
    Try It
    • Customers IDs (maximum 50)

    • Name

    • City

    • State

    • Zip

    • Phone

    • Active

    • Modified On Or After

    • Modified Before

    Trigger
    Scheduled
    Try It
    • Form IDs (maximum 50)

    • Active

    • Status

    • Submitted On Or After

    • Submitted Before

    • Owner Type

    Trigger
    Scheduled
    Try It
    • Jobs IDs (maximum 50)

    • Job number

    • Project Id

    • Job Status

    • Appointment Status

    • Job Type

    • Business Unit

    • Customer Id

    • Location Id

    • Technician Id

    • Modified On Or After

    • Modified Before

    • Completed On Or After

    Trigger
    Scheduled
    Try It
leadconnector logo
leadconnector logo

About LeadConnector

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

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.

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