1.Creates lead lookup from estimates
Integrate ServiceTitan and estimate data to locate the mapped customer reference and prepare lookup keys for contact matching.
Create or update contact from new estimate records
Automatically capture new estimate customer details across ServiceTitan and LeadConnector. Create and update contacts when estimates are created, estimate references are captured, or customer matches are foundβso you can refresh nurture data, populate phone and email, and attach estimate notes without manual contact updates.
How this automation creates reliable lead contacts from estimates
When a new estimate is created, leads can go missing from your CRM and follow-up slows. This automation looks up customers, extracts phone and email, and adds or updates contacts and notesβso your team can start nurture immediately.
ServiceTitanor swap with your favorite app
2.Finds matching customer record
Integrate ServiceTitan and CRM lookup data to search customers by the mapped reference and return contact values for dedupe.
3.Extracts primary phone value
Integrate Formatter by Zapier and parsing tools to extract the first valid phone number for the contact record.
Formatter by Zapieror swap with your favorite app
4.Extracts primary email address
Integrate Formatter by Zapier and email parsing to extract the first valid email address for dedupe and contact creation.
5.Adds or updates contact details
Integrate LeadConnector and CRM contact data to upsert the contact, set source, apply nurture tag, and save estimate reference notes.
LeadConnectoror swap with your favorite app
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