ServiceTitan + WhatConverts

Create new leads in ServiceTitan for each new lead in WhatConverts

With this workflow, the moment a new lead is detected in WhatConverts, the same lead is created in ServiceTitan swiftly. This automation ensures that all your marketing leads are instantly populated in your ServiceTitan system, saving you valuable time and eliminating the risk of data entry errors. Keep your sales pipeline updated and never miss out on a potential client again.

With this workflow, the moment a new lead is detected in WhatConverts, the same lead is created in ServiceTitan swiftly. This automation ensures that all your marketing leads are instantly populated in your ServiceTitan system, saving you valuable time and eliminating the risk of data entry errors. Keep your sales pipeline updated and never miss out on a potential client again.

  1. When this happens...
    WhatConvertsWhatConverts
    New Lead

    Triggers when a new lead is received.

    TriggerInstant
  2. automatically do this!
    ServiceTitanServiceTitan
    Create Lead

    Create Lead (EXISTING Customer/Location)

    ActionWrite
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Supported triggers and actions

    • Lead Type

    • Phone Calls (Completed)Required

    • Phone Calls (Modified)

    • Phone Calls (In Progress)

    • Text MessagesRequired

    • Web FormsRequired

    • E-Commerce TransactionsRequired

    • Custom EventsRequired

    • Chats (Completed)Required

    • Chats (In Progress)

    • EmailsRequired

    • AppointmentsRequired

    • OtherRequired

    • ProfileRequired

    Trigger
    Instant
    Try It
    • Lead TypeRequired

    • Send Notification

    • Profile

    • Date & Time

    • Quotable

    • Quote Value

    • Sales Value

    • WC Client Current

    • Referrer Source

    • Referrer Medium

    • Referrer Campaign

    • Referrer Content

    • Referrer Keyword

    • IP Address

    • Email Address

    • Phone Number

    • User ID

    • Gclid

    • Msclkid

    • Fbclid

    • Fbpid

    • Lead Page

    • Landing Page

    • Operating System

    • Browser

    • Device Type

    • Device Make

    • Sender Name

    • Email Subject

    • Email Message

    • Form Name

    • Tracking Number Name

    • Tracking Number

    • Destination Number

    • Caller Number

    • Caller Name

    • Call Duration in Seconds

    • City

    • Zip

    • State

    • Country

    • Answer Status

    • Line Type

    • Call Transcription

    • Voicemail Transcription

    • Message

    • Event Category

    • Event Action

    • Event Label

    • Transaction ID

    • Transaction Tax

    • Transaction Shipping

    • Additional Fields

    Action
    Write
    • ProfileRequired

    • Lead ID

    • Lead Type

    • Lead Status

    • Start Date

    • End Date

    • Quotable

    • Quote Value

    • Sales Value

    • Caller Number

    • Email Address

    • User ID

    • Spam

    • Duplicate

    • Lead Source

    • Lead Medium

    • Lead Campaign

    • Lead Content

    • Lead Keyword

    Action
    Search
    • 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
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
whatconverts logo
whatconverts logo

About WhatConverts

WhatConverts tracks what marketing channels generate conversions from phone calls, web forms, chat, and more.
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