1.Detect new job event
Integrate ServiceTitan and job scheduling tools to capture the new job payload and contact arrays to create a lead-ready record.
Create scheduled job leads from new appointments for campaign managers
Automatically capture new job events across ServiceTitan and WhatConverts. Create leads when jobs enter scheduled status, match date criteria, or include valid contact arraysβso you can format dates, extract primary contacts, and create appointment leads without manual reporting.
How this automation accelerates appointment lead creation
When new job events happen, delays can stall campaign attribution and follow-up. This automation captures job payloads, formats dates, parses contacts, qualifies scheduled records, and creates appointment lead recordsβso your team can follow up faster.
ServiceTitanor swap with your favorite app
2.Format scheduled date
Integrate Formatter by Zapier and reporting systems to format the job start datetime into a scheduled date for the lead record.
Formatter by Zapieror swap with your favorite app
3.Parse contact array
Integrate Code by Zapier and data cleaning tools to extract primary email and phone from the contact array for lead fields.
Code by Zapieror swap with your favorite app
4.Qualify scheduled jobs
Integrate Filter by Zapier and date validation tools to continue only when job status and formatted date criteria match.
Filter by Zapieror swap with your favorite app
5.Create appointment lead
Integrate WhatConverts and lead management tools to create the lead, assign it to a profile, and map job details to fields.
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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