1.Detect new deal created
Integrate HubSpot and CRM workflows to capture new referral deals as dispatch inputs.
Create service bookings from referral deals for dispatch
Automatically detect new referral deals across HubSpot and field service tools. Create and update when referral deals are created, referral type is membership, or branch value matchesβso you can create jobs, route providers, and tag referrals without manual scheduling.
How this automation scales referral booking setup
When a new referral deal is created, delays can stall fulfillment and confuse dispatch priorities. This automation maps deal fields, routes referral paths, formats contact data, and creates a ServiceTitan jobβso your team can book work immediately.
HubSpotor swap with your favorite app
2.Map deal fields to job data
Integrate HubSpot and data mapping tools to map core deal fields to scheduled start, external reference, contact, and job address.
3.Branch referral routing paths
Integrate Paths by Zapier to split booking flow by referral type and configured branch value for the right provider.
Paths by Zapieror swap with your favorite app
4.Normalize contact and address
Integrate Formatter by Zapier and data cleaning tools to format phone numbers and clean address lines.
Formatter by Zapieror swap with your favorite app
5.Create scheduled service job
Integrate ServiceTitan and field service tools to create the job, set source tags, and mark first time clients.
ServiceTitanor swap with your favorite app
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Explore all work order dispatching automations
Accelerate work order dispatching with automated job routing, technician alerts, and schedule updates
Set up in minutes
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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