LeadConnector + ServiceTitan

Manage new ServiceTitan jobs by adding/updating opportunities in LeadConnector

Keep your sales pipeline updated instantly with this workflow. When a new job is created in your ServiceTitan app, it seamlessly updates or adds an opportunity in LeadConnector. This streamlined process not only saves you time and effort but also ensures that no potential lead falls through the cracks. Enhance your productivity and keep your attention where it's needed most—on closing deals.

Keep your sales pipeline updated instantly with this workflow. When a new job is created in your ServiceTitan app, it seamlessly updates or adds an opportunity in LeadConnector. This streamlined process not only saves you time and effort but also ensures that no potential lead falls through the cracks. Enhance your productivity and keep your attention where it's needed most—on closing deals.

  1. When this happens...
    ServiceTitanServiceTitan
    New Job

    Triggers when there's a new job.

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

    Adds or updates an existing opportunity.

    ActionWrite
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Supported triggers and actions

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

    • Customer

    • Location

    • Job Id

    • Project Status

    • Project Sub 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
    • Booking ProviderRequired

    Trigger
    Scheduled
    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

    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