1.Search estimate and customer
Integrate ServiceTitan and CRM data sources to catch new estimates and retrieve the associated customer and location data.
Add new estimate contacts to CRM and nurture campaign
Automatically detect new estimate details across ServiceTitan and convert them into clean contact data using CRM management tools. Create and update when estimates open or customer flags qualifyβso you can add contacts, enroll nurture campaigns, and store estimate notes without manual data entry.
How this automation creates cleaner CRM contacts
When new estimate data sits in one place, contacts can go missing and follow-up timing slips. This automation catches estimates, extracts and cleans contact info, and updates CRM records while enrolling them into the right nurture campaignβso your team can act fast.
ServiceTitanor swap with your favorite app
2.Extract and clean contact info
Integrate Formatter by Zapier and data normalization tools to extract and clean email and phone for accurate mapping.
Formatter by Zapieror swap with your favorite app
3.Delay for 1 day
Integrate Delay by Zapier and scheduling timing tools to pause for configured follow-up timing before enrollment.
Delay by Zapieror swap with your favorite app
4.Route by customer flag
Integrate Paths by Zapier (Filter) and campaign routing rules to continue only for qualifying records and pick the right path.
Paths by Zapieror swap with your favorite app
5.Add and update contact and enroll
Integrate LeadConnector and CRM contact workflows to upsert contact details, set lead status, and enroll in the campaign.
LeadConnectoror swap with your favorite app
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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Step 1
Connect your tools
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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
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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