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
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
Try ItBooking ProviderRequired
Try ItCustomers 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
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 It