1.Detect new customer record
Integrate ServiceTitan and customer CRM records to detect newly created customer records and pull customer contact inputs.
Send new customer welcome email with contact extraction
Automatically detect newly created customer records across ServiceTitan. Get instant welcome emails when customer records appear or contact emails are found or names need cleaningβso you can parse emails, personalize greetings, and send Gmail messages without manual outreach.
How this automation personalizes welcome emails
When new customer records are created, delays can stall onboarding and slow first-touch engagement. This automation retrieves contact details, parses email and names, and sends a tailored Gmail welcomeβso your team can scale outreach without manual copy and paste.
ServiceTitanor swap with your favorite app
2.Find contact details
Integrate ServiceTitan and contact lookup tools to retrieve associated contact entries and map the contact block to raw strings.
3.Parse and normalize contact fields
Integrate Code by Zapier and data parsing tools to map raw contact strings to a parsed email and clean the customer name.
Code by Zapieror swap with your favorite app
4.Send personalized welcome email
Integrate Gmail and email templates to send the welcome message to the parsed email with a tailored greeting and body.
Gmailor swap with your favorite app
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Explore all customer welcome sequences automations
Launch stronger customer onboarding with automated welcome emails, customer routing, and follow-up triggers
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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.
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