1.Lists estimates by status
Integrate ServiceTitan and CRM data tools to detect sold estimate updates and to trigger lead attribution workflows.
Create marketing leads from sold job records for attribution
Automatically monitor sold estimate signals across ServiceTitan and WhatConverts. Create and update transaction leads when estimates are marked sold or qualify by statusβso you can enrich customer contacts, create conversion leads, and route them for attribution without manual attribution work.
How this automation protects conversion lead attribution
When estimate records arrive without attribution-ready lead mappings, sold job value can be hard to trace and follow up consistently. This automation filters qualifying sales, enriches customer contact details, and creates transaction leads in WhatConvertsβso your team can attribute conversions without manual reconciling.
ServiceTitanor swap with your favorite app
2.Continues only for qualifying records
Integrate Filter by Zapier and workflow rules to gate runs and to continue only for sold status records.
Filter by Zapieror swap with your favorite app
3.Finds customer by reference
Integrate ServiceTitan and address enrichment tools to map estimate customer reference to customer records and to capture names and addresses.
4.Finds customer contact
Integrate ServiceTitan and contact lookup tools to retrieve raw contact types and values and to prepare lead contact fields.
5.Parses contact types and values
Integrate Code by Zapier and data parsing utilities to extract primary and additional email and phone variables from contact arrays.
Code by Zapieror swap with your favorite app
6.Creates transaction lead
Integrate WhatConverts and lead attribution tools to create or match a lead, map sales value, set lead type, and to route for conversion attribution.
WhatConvertsor swap with your favorite app
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