1.Catches incoming lead payload
Integrate Webhooks by Zapier, webhook field mapping, and lead payload templates to map submission fields to variables for validation.
Create CRM customers from inbound leads for field ops
Automatically catch incoming lead payloads across Webhooks by Zapier, Zapier and ServiceTitan API. Create and update CRM customers when qualifying leads arrive, normalize contact fields, or dedupe by phoneβso you can schedule work without manual lookup and paperwork.
How this automation creates CRM customers from inbound leads
When incoming lead payloads arrive, skipped or unvalidated entries can slow scheduling and create CRM duplicates. This automation catches webhook leads, filters by allowed sources, formats contact data, calls ServiceTitan API to create customers, and optionally creates partner contacts so your team can act fast.
Webhooks by Zapieror swap with your favorite app
2.Filters qualifying lead sources
Integrate Filter by Zapier and compliance rules to continue only for qualifying lead sources matched to your whitelist.
Filter by Zapieror swap with your favorite app
3.Normalizes contact fields
Integrate Formatter by Zapier and data cleanup tools to normalize phone numbers and trim whitespace from name and email fields.
Formatter by Zapieror swap with your favorite app
4.Creates customer in ServiceTitan
Integrate Code by Zapier, ServiceTitan API, and dedupe logic to check for existing customers by phone and create when no match.
Code by Zapieror swap with your favorite app
5.Creates partner contact (optional)
Integrate Webhooks by Zapier and partner contact endpoints to post a partner record when enabled for the created customer.
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
Set up in minutes
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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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