1.Monitor new scheduled jobs
Integrate ServiceTitan and job scheduling tools to detect new scheduled jobs and start customer lookup for outreach lists.
Add scheduled customers from jobs to customer segment
Automatically detect new scheduled jobs across ServiceTitan and extract customer-linked contact details for Mailchimp. Create and update when emails are present and add them to your customer segmentβso you can grow reach, refresh subscribers, and tag records without manual list updates.
How this automation grows your customer segment
When new scheduled jobs appear, outreach lists can lag and customers miss same-day contact. This automation finds job-linked customers, extracts contact details, and updates Mailchimp subscribersβso your team can add them to the right segment quickly.
ServiceTitanor swap with your favorite app
2.Find customer by job reference
Integrate ServiceTitan and CRM lookup tools to find the customer tied to each job reference and retrieve contact fields.
3.Extract email and phone fields
Integrate Formatter by Zapier and data extraction tools to convert returned contact values into one email and one phone value.
Formatter by Zapieror swap with your favorite app
4.Skip when email is missing
Integrate Filter by Zapier and validation rules to continue only when the extracted email exists for safe subscriber entry.
Filter by Zapieror swap with your favorite app
5.Add or update Mailchimp subscriber
Integrate Mailchimp and contact profile tools to add or update a subscriber using the extracted email, phone, and address.
Mailchimpor swap with your favorite app
6.Add subscriber to customer segment
Integrate Mailchimp and segmentation tools to add the subscriber to the configured customer segment for marketing inclusion.
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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.
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