1.Find sold estimates
Integrate ServiceTitan and reporting tools to map sold estimate records to customer identifiers for downstream lookups.
Create marketing leads from sold service jobs for nurture
Automatically capture sold-service estimate data across ServiceTitan and WhatConverts. Create and update lead records when sold status matches, customer contacts are available, or a primary email and phone can be parsedβso you can enrich leads, normalize contact fields, and add ready contacts without manual lead entry.
How this automation protects your lead pipeline
When sold-service jobs close, delays can cause leads to go stale and miss early campaign windows. This automation finds sold estimates, looks up customer contacts, parses primary email and phone, and creates lead recordsβso your team can nurture at the right moment.
ServiceTitanor swap with your favorite app
2.Lookup customer contacts
Integrate ServiceTitan and contact data tools to retrieve customer name, address, and raw contact type and value lists.
3.Parse primary contact fields
Integrate Code by Zapier, data parsing tools, and validation checks to select primary email and primary phone.
Code by Zapieror swap with your favorite app
4.Create lead record
Integrate WhatConverts and CRM lead capture tools to create lead records and map contact and sale value details.
WhatConvertsor swap with your favorite app
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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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