1.Find open estimates with status open
Integrate ServiceTitan to monitor open estimates and trigger lead creation for CRM follow up.
Create lead records from open estimates into CRM
Automatically find open estimates across ServiceTitan and customer lookups across HighLevel. Create and update lead records when open estimate appears, estimate status stays open, or new estimate requests come inβso you can enrich contacts, add primary phone and email, and tag lead status without manual data entry.
How this automation converts open estimates into clean lead records
When open estimates sit without a ready follow up record, sales teams lose time and context. This automation finds estimates, enriches contact details, and creates or updates CRM leadsβso your team can follow up faster.
ServiceTitanor swap with your favorite app
2.Looks up customers for estimates
Integrate ServiceTitan and CRM workflows to run estimate searches and pass customer references to customer lookup.
3.Retrieves customer contacts
Integrate ServiceTitan and address data tools to pull contact collections and map address fields for formatting.
4.Extracts email address
Integrate Formatter by Zapier and email extraction tools to transform contacts and to output a primary email.
Formatter by Zapieror swap with your favorite app
5.Parses primary phone and email
Integrate Code by Zapier and data parsing tools to normalize mixed strings and to return a primary phone.
Code by Zapieror swap with your favorite app
6.Adds or updates CRM contact
Integrate HighLevel and CRM workflows to create or update a contact record, tag lead status, and store job total.
Levor 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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