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.
- When this happens...New Job
Triggers when there's a new job.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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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 ItActive
Modified On Or After
Modified Before
Try ItEstimates IDs (maximum 50)
Job
Project
Job Number
Sold By
Sold By Employee
Active
Status
Total greater
Total less
Sold after
Sold before
Try ItInvoices 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
Try It
Jobs IDs (maximum 50)
Job Id
Project
Appointment Status
Technician
Starts On Or After
Modified On Or After
Modified Before
Try ItCustomers IDs (maximum 50)
Name
City
State
Zip
Phone
Active
Modified On Or After
Modified Before
Try ItForm IDs (maximum 50)
Active
Status
Submitted On Or After
Submitted Before
Owner Type
Try ItJobs 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
Try It