1.Detect new or updated estimate
Integrate ServiceTitan to trigger contact capture from new or updated estimate list and status changes.
Add unsold estimate prospects to CRM for timely follow-up
Automatically monitor new or updated estimate list and status changes across ServiceTitan. Create and update when estimate created, estimate updated, or status changesβso you can sync CRM contacts, apply follow-up tags, and segment prospects without manual follow-up.
How this automation accelerates timely follow-up
When estimate status updates land without consistent rechecks, leads slip through and follow-up timing suffers. This automation delays and re-checks estimates and extracts customer contacts to create and update CRM contactsβso your team can act on the right prospects fast.
ServiceTitanor swap with your favorite app
2.Delay for 8 hours before recheck
Integrate Delay by Zapier to wait 8 hours so estimate statuses settle before pulling customer details.
Delay by Zapieror swap with your favorite app
3.Find estimate and retrieve fields
Integrate ServiceTitan to find the estimate by ID and retrieve status and customer reference fields to continue mapping.
4.Extract and split customer contact info
Integrate Formatter by Zapier to extract primary email and phone and split full name into given and family parts.
Formatter by Zapieror swap with your favorite app
5.Route unsold and sold to Keap
Integrate Paths by Zapier to route by estimate status and create or update Keap contacts with tags for segmentation.
Paths by Zapieror 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
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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