Connect ServiceTitan and Zoho CRM to power AI-driven automation
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How Zapier works
Zapier makes it easy to integrate ServiceTitan with Zoho CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Project" from ServiceTitan.
Add your action
An action happens after the trigger—such as "Add Attachment" in Zoho CRM.
You’re connected!
Zapier seamlessly connects ServiceTitan and Zoho CRM, 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.
- Projects IDs (maximum 50)
- Customer
- Location
- Job Id
- Project Status
- Target Completion Date Before
- Target Completion Date On Or After
- Starts Before
- Starts On Or After
- Modified Before
- Modified On Or After
Try ItTriggerPolling- Booking ProviderRequired
Try ItTriggerPolling- Modified On Or After
- Modified Before
- Active
Try ItTriggerPolling- Employee Ids (maximum 50)
- Employee name
- Employee active
- Created before
- Created on or after
- Modified before
- Modified on or after
Try ItTriggerPolling
- Appointments IDs (maximum 50)
- Job Id
- Project Id
- Appointment Number
- Appointment Status
- Technician Id
- Customer Id
- Appointments starts on or after
- Appointments starts before
- Appointments modified before
- Appointments modified on or after
- Appointments created on or after
- Appointments created before
Try ItTriggerPolling- Active
- Modified On Or After
- Modified Before
Try ItTriggerPolling- Customers IDs (maximum 50)
- Created before
- Created on or after
- Modified before
- Modified on or after
- Name
- Street
- Unit
- City
- State
- Zip
- Country
- Phone
- Active
- External data application Guid
- External data key
- External data values
- Tag Types
- Tag Type Match Condition
Try ItTriggerPolling- Estimates IDs (maximum 50)
- Job
- Project
- Job Number
- Sold By
- Sold By Employee
- Active
- Status
- Total greater
- Total less
- Sold after
- Sold before
- Created before
- Created on or after
- Modified before
- Modified on or after
Try ItTriggerPolling
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Connect ServiceTitan and Zoho CRM 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
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate ServiceTitan on the Zapier blog
Learn how to automate Zoho CRM on the Zapier blog
Frequently Asked Questions about ServiceTitan + Zoho CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with ServiceTitan and Zoho CRM
What are the prerequisites for integrating ServiceTitan with Zoho CRM?
Before setting up the integration, ensure that you have active accounts on both ServiceTitan and Zoho CRM. Additionally, API access must be enabled in both platforms to allow seamless data flow, and you may need valid login credentials for API authentication.
How can I trigger a workflow in Zoho CRM when a new job is created in ServiceTitan?
To trigger a workflow in Zoho CRM when a new job is created in ServiceTitan, set up a rule in ServiceTitan to send job data via an API call to Zapier. We then create an action step using Zapier that takes this data and triggers the specific workflow you defined within Zoho CRM.
Is it possible to update customer information automatically between ServiceTitan and Zoho CRM?
Yes, you can automate the update of customer information between ServiceTitan and Zoho CRM. By configuring triggers such as 'Customer Updated' or 'Customer Created' events in either platform, we can set up automatic actions that update the corresponding customer records in the connected app.
How do I handle duplicate records when syncing data between ServiceTitan and Zoho CRM?
To prevent duplicates when syncing data between ServiceTitan and Zoho CRM, make use of deduplication settings within Zapier. These settings help identify potential duplicate entries based on unique fields like email addresses or phone numbers before any creation or update actions are performed.
What kind of custom actions can be configured during the integration process?
Custom actions during integration can include creating detailed records, updating existing fields based on triggers such as appointments or invoices being generated, or even notifying specific teams through predefined channels whenever certain criteria are met within either application.
Can complex workflows involving multiple steps be automated across both platforms?
Complex workflows spanning multiple steps can indeed be automated across both platforms. Using multi-step Zaps, various conditional rules and paths can be defined to ensure specific processes are triggered accurately based on changes detected in either system.
Are there any limitations to what data can be synced between ServiceTitan and Zoho CRM?
While many types of data can be synchronized between these platforms, some limitations exist around custom field formats or third-party app restrictions. It's important to review each application's API documentation for any noted constraints regarding data types or allowed operations.
