ServiceTitan CRM Integration - ActiveProspect

ServiceTitan CRM Integration

PRICING

Standard Transactional Pricing

VERSION

1.1.0

ADDITIONAL INFO

ServiceTitan CRM Website

Overview

ServiceTitan has the solutions commercial and residential contractors need to maximize profits, grow their businesses, and overcome any obstacle the day may bring.

Appended Fields

ServiceTitan will append the following data to your lead.

Appended FieldDescription
Outcome
Integration outcome (success, failure, or error)
Reason
If outcome is error, the error reason
LeadId
The id of the lead entity that represents the lead form
Type
The id of the lead entity that represents the lead form
Title
A URI reference that identifies the problem type
Status
A short, human-readable summary of the problem type
TraceId
The HTTP status code generated by server
Errors *
Internal trace ID for advanced diagnostics
Data *
Provides more details about errors occurred, which can potentially be used for visual display

Fields

The following fields are used by this integration and automatically added to your flow when missing.

FieldDescription
First Name
Required fieldServiceTitan needs this data to function.
Customer first name
Last Name
Required fieldServiceTitan needs this data to function.
Customer last name
Email
The email of the customer
Phone 1
The phone number of the customer
Address 1
The street of the customer's address
Address 2
The unit of the customer's address
City
The city of the customer's address
State
The state of the customer's address
Postal Code
The zip of the customer's address
Country
The country of the customer's address
Latitude
The latitude of the customer's address
Longitude
The longitude of the customer's address
Comments
Summary submitted in the form

Custom Input Variables

The following are configuration options (typically not collected with lead data).

VariableDescription
Timeout SecondsProduce an "error" outcome if the server fails to respond within this number of seconds (default 360)
Servicetitan Custom Custom ServiceTitan field