1.Monitors new jobs
Integrate ServiceTitan and scheduling tools to capture each newly created job and pass job metadata and contact payloads forward.
Create appointment leads from scheduled jobs for regional teams
Automatically monitor new jobs across ServiceTitan and lead routing tools. Create and enrich leads when jobs created, scheduled job jobs created, or qualifying job types createdβso you can qualify leads, parse contact details, and assign regional queues without manual follow-up.
How this automation creates regional appointment leads
When new jobs get created in ServiceTitan, leads can sit unqualified and unassigned while teams scramble to enrich them. This automation parses job contacts and normalizes dates, filters scheduled job types, and creates lead records with regional assignmentβso your team can respond faster.
ServiceTitanor swap with your favorite app
2.Normalizes lead dates
Integrate Formatter by Zapier and data formatting tools to map job created timestamps to the lead date field.
Formatter by Zapieror swap with your favorite app
3.Parses contact fields
Integrate Code by Zapier and data extraction tools to parse phone and email from job contacts and output lead contact fields.
Code by Zapieror swap with your favorite app
4.Qualifies scheduled jobs
Integrate Filter by Zapier and qualification rules to continue only for scheduled jobs and qualifying job types.
Filter by Zapieror swap with your favorite app
5.Creates regional lead records
Integrate WhatConverts and lead routing tools to create a lead, map job summary and address, and assign by regional profile.
WhatConvertsor swap with your favorite app
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