1.Receives new appointment payload
Integrate ServiceTitan to map appointment reference fields and customer identifier so bookings route into your referral workflow.
Add booking contact referrals to your referral tracker
Automatically monitor new appointments across ServiceTitan and qualification checks in Filter by Zapier. Create and update when qualifying bookings match the configured referral providerβso you can track conversions, extract recipient email, and log attribution without manual referral tracking.
How this automation records referral conversions
When new appointments land in ServiceTitan without clear referral attribution, referral tracking can fall behind and reporting becomes inconsistent. This automation filters qualifying bookings, extracts recipient email, and logs referral conversion eventsβso your team can measure outcomes faster.
ServiceTitanor swap with your favorite app
2.Stops non qualifying bookings
Integrate Filter by Zapier and routing rules to check the booking provider value so only referral sourced bookings proceed.
Filter by Zapieror swap with your favorite app
3.Finds matching customer contact
Integrate ServiceTitan and customer search tools to locate contact records by the mapped customer identifier for a referral lookup.
4.Extracts email address
Integrate Formatter by Zapier and email extraction to run text parsing so you can capture a clean recipient email.
Formatter by Zapieror swap with your favorite app
5.Tracks referral conversion event
Integrate ReferralHero and conversion tracking to record the referral conversion with recipient email and appointment reference for reporting.
ReferralHeroor swap with your favorite app
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Explore all referral program management automations
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Step 1
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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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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