1.Detects updated estimate (sold)
Integrate ServiceTitan to capture sold estimate updates and start opportunity mapping.
Create pipeline opportunities from sold estimates for sales
Automatically detect sold estimate updates in ServiceTitan across sales pipeline tools. Create and update pipeline opportunities and contacts when qualifying campaigns close estimatesβso you can move faster without manual deal entry and follow-up.
How this automation accelerates your sold pipeline
When sold estimates arrive in ServiceTitan, manual entry slows sales action and delays pipeline accuracy. This automation maps jobs and campaigns, finds customers, and creates or updates pipeline opportunitiesβso your team can respond quickly.
ServiceTitanor swap with your favorite app
2.Finds job reference and maps metadata
Integrate ServiceTitan and business workflow data to map job reference and campaign tag to opportunity metadata.
3.Continues only for qualifying campaigns
Integrate Filter by Zapier and campaign identifiers to continue only when estimates match configured campaign criteria.
Filter by Zapieror swap with your favorite app
4.Finds customer and maps contact fields
Integrate ServiceTitan and contact lookup tools to match customer records and map name, phone, and email.
5.Creates or updates pipeline opportunity
Integrate LeadConnector and pipeline stages to create or update opportunities with values, contacts, and sold-stage fields.
LeadConnectoror swap with your favorite app
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Accelerate deal progress with automated stage updates, activity logging, and follow-up alerts
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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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