LeadConnector + ServiceTitan
Update opportunities in LeadConnector when new appointments are made in ServiceTitan
Keep your operations streamlined with this workflow. Whenever a new appointment gets booked in ServiceTitan, the corresponding lead gets updated or created in LeadConnector. Shift away from manual data entry and empower your team with the most current lead data, helping you to respond efficiently and effectively.
Keep your operations streamlined with this workflow. Whenever a new appointment gets booked in ServiceTitan, the corresponding lead gets updated or created in LeadConnector. Shift away from manual data entry and empower your team with the most current lead data, helping you to respond efficiently and effectively.
- When this happens...New Appointment
Triggers when there's a new appointments.
- 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
About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
Related categories
Similar apps
Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout ServiceTitan
ServiceTitan is a mobile, cloud-based software platform that helps home services companies streamline operations, improve customer service, and increase sales.