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LeadSigma + ServiceTitan

Create LeadSigma leads from new ServiceTitan jobs

When a new ServiceTitan job is requested, on hold, or cancelled, a LeadSigma lead will be added automatically. This makes it easy to follow up with your lead.

When a new ServiceTitan job is requested, on hold, or cancelled, a LeadSigma lead will be added automatically. This makes it easy to follow up with your lead.

  1. When this happens...
    ServiceTitanServiceTitan
    TriggerScheduled
  2. automatically do this!
    LeadSigmaLeadSigma
    Create a Lead

    Creates a lead in LeadSigma

    ActionWrite
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Supported triggers and actions

What does this mean?
    • 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

    Trigger
    Scheduled
    Try It
    • Active

    • Modified On Or After

    • Modified Before

    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
    • Invoices 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

    Trigger
    Scheduled
    Try It
    • Jobs IDs (maximum 50)

    • Job Id

    • Project

    • Appointment Status

    • Technician

    • Starts On Or After

    • Modified On Or After

    • Modified Before

    Trigger
    Scheduled
    Try It
    • Customers IDs (maximum 50)

    • Name

    • City

    • State

    • Zip

    • Phone

    • Active

    • Modified On Or After

    • Modified Before

    Trigger
    Scheduled
    Try It
    • Form IDs (maximum 50)

    • Active

    • Status

    • Submitted On Or After

    • Submitted Before

    • Owner Type

    Trigger
    Scheduled
    Try It
    • Jobs 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

    Trigger
    Scheduled
    Try It
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About LeadSigma

LeadSigma is a tool that allows you to easily track and follow up with leads.

Related categories

  • Sales & CRM
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servicetitan logo

About ServiceTitan

ServiceTitan is a mobile, cloud-based software platform that helps home services companies streamline operations, improve customer service, and increase sales.
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