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Salesforce
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Salesforce
1. Choose trigger event
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ServiceTitan
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ServiceTitan
2. Choose action
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1. Select the event
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Salesforce
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Case Attachment" from Salesforce.

Add your action

An action happens after the trigger—such as "Apply Tag to Customer" in ServiceTitan.

You’re connected!

Zapier seamlessly connects Salesforce and ServiceTitan, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • Salesforce triggers, actions, and search
    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Polling
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    • History Object
      Required
    Trigger
    Polling
    Try It
    • Salesforce Objects
      Required
    Trigger
    Polling
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    • Salesforce Object
      Required
    • Record (Optional)
    Trigger
    Polling
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  • Salesforce triggers, actions, and search
    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer
    • Salesforce Object
      Required
    Trigger
    Polling
    Try It

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Connect Salesforce and ServiceTitan to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Learn how to automate Salesforce on the Zapier blog

Learn how to automate ServiceTitan on the Zapier blog

Make work flow with AI

Level up your Salesforce to ServiceTitan integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Salesforce + ServiceTitan integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Salesforce and ServiceTitan

What are the available triggers for integrating Salesforce with ServiceTitan?

When integrating Salesforce with ServiceTitan, you have access to several triggers such as 'New Lead' and 'Lead Updated' in Salesforce. These events can automatically initiate actions in ServiceTitan like creating or updating a customer profile.

Can I update a record in Salesforce when a task is completed in ServiceTitan?

Yes, our integration allows you to set actions that update a Salesforce record once a task is marked complete in ServiceTitan. You can configure specific fields to be updated based on the completion data from ServiceTitan.

Is it possible to create automatic workflows using this integration?

Absolutely, you can create automated workflows where actions in one platform trigger processes in the other. For example, upon creation of a work order in ServiceTitan, an opportunity or task might be automatically generated in Salesforce.

How do we handle errors during synchronization between Salesforce and ServiceTitan?

We offer detailed logs and error handling mechanisms. If an error occurs during synchronization, it will be logged, and you'll be notified via email with details on what went wrong and how to address it.

Can custom fields be synced between the two platforms?

Yes, custom fields can be mapped and synced between Salesforce and ServiceTitan. Ensuring that these fields are accurately aligned between both systems is part of our configuration process.

Are there limitations on data that can be transferred between the platforms?

While most standard field data can be transferred seamlessly, there may be limitations on custom or complex data types. It's essential to review field compatibility during setup.

What happens if there's a change in API endpoints from either platform?

We regularly monitor changes to API endpoints from both Salesforce and ServiceTitan. In case of updates that affect integration functionality, our team will implement necessary adjustments promptly to maintain seamless connectivity.

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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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About ServiceTitan
ServiceTitan is a mobile, cloud-based software platform that helps home services companies streamline operations, improve customer service, and increase sales.
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