What is the ServiceTitan Integration?

The ServiceTitan integration allows you to send appointment and invoice data from ServiceTitan to WhatConverts, enabling you to track which marketing efforts drive valuable field service jobs and revenue.

Key Benefits

By integrating ServiceTitan with WhatConverts, you can track the complete customer journey from initial marketing contact through booked appointments and completed jobs. This integration helps you understand which marketing channels generate the highest-value service calls and identify opportunities to optimize your field service marketing spend.

How It Works

The ServiceTitan integration operates through Zapier workflows that automatically send new appointments and invoices from ServiceTitan to WhatConverts as lead records. When a prospect who previously interacted with your marketing (via phone call, form submission, or chat) books an appointment or completes a job in ServiceTitan, WhatConverts matches this data to the original marketing touchpoint, giving you complete attribution visibility.

Why Use the ServiceTitan Integration?

This integration enables you to:

• Send appointment data from ServiceTitan to WhatConverts, including customer details, service type, and booking date
• Send invoice data from ServiceTitan to WhatConverts, including transaction values and job completion details
• Connect appointments and invoices to previously tracked leads in WhatConverts to maintain attribution history
• Analyze which marketing sources drive the most valuable field service jobs and revenue

Examples of How Businesses Use the ServiceTitan Integration

• Agencies running marketing for home service businesses sync ServiceTitan appointments and invoices into WhatConverts to prove ROI by channel, campaign, and keyword, then shift budget toward the sources driving the highest job revenue.
• Business owners send booked appointments and completed invoices to WhatConverts so they can measure true cost per booked job and cost per dollar of revenue.

Attribution Requirements

Similar to other CRM integrations, the ServiceTitan integration requires a previously tracked lead with marketing attribution in WhatConverts to connect appointment and invoice data to marketing attribution. If the customer contact information from ServiceTitan matches a lead that WhatConverts has already tracked (through a phone call, form submission, or chat), the appointment or invoice will show the first-click attribution from that original interaction. If no previous marketing touchpoint exists in WhatConverts, the lead will appear with direct attribution.

Next Steps

To begin using this integration:

• Review the setup requirements in Connect WhatConverts to ServiceTitan
• Learn about how the integration functions in Understand the ServiceTitan Integration
• Follow the workflow guides for sending appointments and invoices from ServiceTitan to WhatConverts

Related Topics

• Connect WhatConverts to ServiceTitan
• Understand the ServiceTitan Integration
• Understand the Power of WhatConverts Integrations