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HubSpot
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HubSpot
1. Choose trigger event
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2. Choose action
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1. Select the event
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HubSpot
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Company" from HubSpot.

Add your action

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

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Zapier seamlessly connects HubSpot 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.

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Practical ways you can use HubSpot and ServiceTitan

Track job progress from ServiceTitan in HubSpot.

Business owners can monitor job statuses created or updated in ServiceTitan by having Zapier create updates in HubSpot. This helps maintain customer communication without constant manual updates, improving transparency and customer satisfaction.

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Sync HubSpot tickets to ServiceTitan for resolution.

Zapier can route technical tickets created in HubSpot to ServiceTitan for IT resolution. This automation ensures issues are handled in a timely manner, minimizing service disruptions and saving administrators countless hours.

IT
Sync new ServiceTitan leads to HubSpot.

When a new lead is created in ServiceTitan, Zapier can automatically add that lead to HubSpot as a new contact. This ensures your marketing team has up-to-date leads for campaigns, eliminating manual effort and reducing lead management inefficiencies.

Marketing & Marketing Ops

Learn how to automate HubSpot on the Zapier blog

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Frequently Asked Questions about HubSpot + ServiceTitan integrations

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

Can I automate contact synchronization between HubSpot and ServiceTitan?

Yes, you can automate the synchronization of contacts between HubSpot and ServiceTitan. By setting up a trigger when a new contact is created or updated in HubSpot, we can automatically create or update the corresponding contact in ServiceTitan. This ensures that your customer information is always up-to-date across both platforms.

What kind of triggers are available for integration between HubSpot and ServiceTitan?

We provide a variety of triggers including when a new deal is created in HubSpot, or when an appointment is scheduled in ServiceTitan. These triggers allow you to initiate actions such as sending follow-up emails or updating fields in either platform automatically.

Can I update deal stages in HubSpot based on updates from ServiceTitan?

Yes, you can update deal stages in HubSpot based on changes occurring within ServiceTitan. For instance, if a job is completed in ServiceTitan, we can trigger an action to move the associated deal to the next stage in HubSpot.

Is it possible to create tasks in ServiceTitan from activities logged in HubSpot?

Absolutely! You can create tasks within ServiceTitan for your field service team based on certain activities logged within HubSpot. For example, if a specific customer inquiry occurs, an associated task can be automatically created for follow-up.

How do we ensure data consistency between HubSpot and ServiceTitan during integration?

Data consistency is maintained by using checks and validations during each triggered event. Whenever data is transferred between the systems, our integration ensures that fields are accurately mapped and updated accordingly to reflect precise information across both platforms.

What actions can be automated from completed jobs in ServiceTitan?

When a job is marked as completed in ServiceTitan, you can set up automated actions such as sending out customer satisfaction surveys through HubSpot or generating invoices that include all pending charges directly into your accounting system via our integration workflows.

Are there any limitations on the types of data we can sync between the two platforms?

While most standard data types like contacts, appointments, and deals are easily synced between HubSpot and ServiceTitan, certain custom fields may require additional configuration. We recommend checking both systems' API documentation to ensure compatibility for any specialized requirements.

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About HubSpot
HubSpot is your all-in-one stop for all of your marketing software needs.
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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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