LeadConnector + ServiceTitan
Generate new ServiceTitan lead forms when pipeline stages change in LeadConnector
Keep your sales and customer service teams connected by setting up an automation that starts upon changes in your LeadConnector pipeline stages. This workflow seamlessly sends relevant information to the ServiceTitan app to create a new lead form. Benefit from improved information flow and ensure that no lead slips through the cracks, thus boosting efficiency and productivity in your sales processes.
Keep your sales and customer service teams connected by setting up an automation that starts upon changes in your LeadConnector pipeline stages. This workflow seamlessly sends relevant information to the ServiceTitan app to create a new lead form. Benefit from improved information flow and ensure that no lead slips through the cracks, thus boosting efficiency and productivity in your sales processes.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Lead Form
Create Lead (NO Customer/Location)
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In PipelineRequired
Moved to Stage
Try ItFirst 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
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
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
CampaignRequired
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)
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
Contact Phone
Contact Email
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
Try It
