1.Find completed jobs
Integrate ServiceTitan and reporting systems to query completed jobs and return job-level metadata to start lead intake.
Add completed service jobs as marketing leads for campaigns
Automatically find recent completed jobs across ServiceTitan and map customer reference details to marketing intake fields. Create and update when completed job contacts are extracted and posted to your marketing webhookβso you can create leads, enrich contact info, and attribute campaign value without manual lead entry.
How this automation converts completed jobs into leads
When jobs are found as completed recently, delays can mean missed lead opportunities and slower follow-up. This automation finds customers and extracts phone and email, then posts lead intake data to your marketing webhookβso your team can review and promote post-service offers faster.
ServiceTitanor swap with your favorite app
2.Retrieve customer contact blocks
Integrate ServiceTitan and contact mapping tools to look up customer reference IDs and map contact blocks to generic fields.
3.Extract phone from contact block
Integrate Formatter by Zapier and data extraction tools to run phone extraction and map results to contact phone fields.
Formatter by Zapieror swap with your favorite app
4.Extract email from contact block
Integrate Formatter by Zapier and data extraction tools to run email extraction and map results to contact email fields.
5.Post lead intake payload
Integrate Webhooks by Zapier and webhook endpoints to post a JSON payload to your marketing webhook to submit job-based leads.
Webhooks by Zapieror swap with your favorite app
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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