1.Monitors estimate changed to sold
Integrate ServiceTitan and reporting tools to detect estimate sold events and route eligible records forward.
Create tracked leads from sold job estimates for nurture
Automatically monitor estimate changes to sold across ServiceTitan and WhatConverts. Create nurture-ready lead records when estimates are marked sold, job status flips to sold, or sold estimates qualifyβso you can route contacts into marketing lists, enrich lead fields, and reduce manual data entry.
How this automation creates nurture-ready leads your team can act on
When sold estimates are not translated into usable lead records, marketing teams waste time retyping contact and job details. This automation filters sold estimates, enriches contact information, and creates WhatConverts leads with parsed emails and phonesβso your team can start nurture faster.
ServiceTitanor swap with your favorite app
2.Filters to qualifying sold estimates
Integrate Filter by Zapier and workflow rules to continue only when estimates qualify and stop nonqualifying records.
Filter by Zapieror swap with your favorite app
3.Finds customer and contact
Integrate ServiceTitan and CRM lookup tools to find customer and contact and map address pieces into lead fields.
4.Parses contact method lists
Integrate Code by Zapier and data parsing tools to extract primary email and phone and store additional contacts.
Code by Zapieror swap with your favorite app
5.Creates tracked lead record
Integrate WhatConverts and lead management tools to create a lead, map job notes and value, and include attribution fields.
WhatConvertsor swap with your favorite app
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