1.Catches hook from website
Integrate Webhooks by Zapier and web form tools to receive the incoming lead payload and trigger customer matching.
Create new customer record from website lead submission
Automatically capture website lead submissions across Webhooks by Zapier and ServiceTitan. Create and update customer records when no match exists, add message notes with campaign context, and save contact details so you can reduce manual data entry.
How this automation creates customer records from leads
When website lead submissions arrive without a tracked record, inquiries can get delayed and lose context. This automation catches hook payloads, finds or creates ServiceTitan customer records, and saves message notes with campaign detailsβso your team can follow up with confidence.
Webhooks by Zapieror swap with your favorite app
2.Finds customer by phone or email
Integrate ServiceTitan and data lookup tools to search by incoming phone then email and route only if no match exists.
ServiceTitanor swap with your favorite app
3.Creates customer when no match
Integrate ServiceTitan and CRM record tools to create a new customer with mapped contact channels and location fields.
4.Creates customer note with campaign context
Integrate ServiceTitan and analytics attribution tools to add a timestamped note with the incoming message and campaign or UTM fields.
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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Step 1
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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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