SalesRabbit + ServiceTitan

Create new ServiceTitan customers from new or updated SalesRabbit leads

Strengthen your sales strategy with this SalesRabbit and ServiceTitan workflow. Every time there's a new or updated lead in SalesRabbit, this integration creates a new customer in ServiceTitan. This simple automation helps streamline your lead-to-customer process, ensuring no potential clients slip through the cracks, and your team can focus on enhancing customer relations and growing the business.

Strengthen your sales strategy with this SalesRabbit and ServiceTitan workflow. Every time there's a new or updated lead in SalesRabbit, this integration creates a new customer in ServiceTitan. This simple automation helps streamline your lead-to-customer process, ensuring no potential clients slip through the cracks, and your team can focus on enhancing customer relations and growing the business.

  1. When this happens...
    SalesRabbitSalesRabbit
    New/Updated Lead

    Triggers when when a lead is created and/or updated.

    TriggerInstant
  2. automatically do this!
    ServiceTitanServiceTitan
    Create Customer

    Creates a new customer

    ActionWrite
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Supported triggers and actions

    • FormRequired

    Trigger
    Instant
    Try It
    • FormDataIDRequired

    • Form Result

    • Form State

    • Form Status Description

    • Form Status Color

    • Lead Owner

    • Status

    • First Name

    • Last Name

    • Primary Phone

    • Alternate Phone

    • Email

    • Street1

    • Street2

    • City

    • State

    • Zip

    • Country

    • Latitude

    • Longitude

    • Notes

    • Appointment Date and Time

    • Date Modified

    Action
    Write
    • 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

    Trigger
    Polling
    Try It
    • Booking ProviderRequired

    Trigger
    Polling
    Try It
salesrabbit logo
salesrabbit logo

About SalesRabbit

SalesRabbit is a sales enablement app that helps sales teams assign areas, track progress, and constantly get better at their craft.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
servicetitan logo
servicetitan logo

About ServiceTitan

ServiceTitan is a mobile, cloud-based software platform that helps home services companies streamline operations, improve customer service, and increase sales.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier