1.Receives incoming payload
Integrate Sub-Zap by Zapier to map source fields into candidate customer variables for customer record creation.
Create full customer records from incoming service leads
Automatically capture incoming service lead payloads across Sub-Zap by Zapier, Code by Zapier, and ServiceTitan. Create and update when payloads arrive, phone or email matches fail, or customer IDs are neededβso you can normalize fields, find customers, and return records without manual data entry.
How this automation creates customer records
When incoming service lead payloads arrive, duplicates and messy fields can slow down follow-up. This automation normalizes lead fields and searches ServiceTitan, then creates customers when needed and returns customer IDsβso your team can stay on top of new leads.
Sub-Zap by Zapieror swap with your favorite app
2.Normalizes lead fields
Integrate Code by Zapier to trim and normalize phone and address strings to standard values.
Code by Zapieror swap with your favorite app
3.Searches for customer match
Integrate ServiceTitan to search using normalized phone, email, and zip to find the first matching customer.
ServiceTitanor swap with your favorite app
4.Creates customer when no match
Integrate ServiceTitan to create customer and location records when no match is found and return the ID.
5.Returns created customer ID
Integrate Sub-Zap by Zapier to return the found or created customer ID to the upstream caller.
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