1.Monitor new form submissions
Integrate Unbounce and landing page form tools to catch each new form submission to trigger contact enrichment.
Create lead and customer record from landing page
Automatically monitor new form submissions from landing pages across Unbounce and ServiceTitan. Create and update when form submissions arrive, email matches an existing customer or phone matches an existing customerβso you can find customers, create records, and link leads without manual duplicate cleanup.
How this automation creates lead-ready customer records
When new form submissions are created on configured landing-page forms, contact records can stay missing or duplicate. This automation uses Unbounce to trigger customer lookups and creates customer and lead records in ServiceTitanβso your team can schedule faster.
Unbounceor swap with your favorite app
2.Find customer by email and phone
Integrate ServiceTitan and CRM lookup tools to look up an existing customer by email or phone to avoid duplicates.
ServiceTitanor swap with your favorite app
3.Create customer when no match
Integrate ServiceTitan and address mapping tools to create customer records when no match is found to preserve accurate location data.
4.Create linked lead record
Integrate ServiceTitan and lead tracking tools to create a lead form and link it to the customer to capture landing context.
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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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