ServiceTitan CRM Integration: Automate the Lead-to-Job Handoff

Home services businesses that use ServiceTitan for field operations often run a separate system for lead capture and follow-up, because ServiceTitan is not designed for the marketing front end. For home services contractors looking to connect their CRM with their field operations tool, this integration covers the full handoff. The problem is the handoff between the two. When a lead books an appointment through your marketing system, someone has to manually create the job in ServiceTitan. When the job completes in ServiceTitan, someone has to remember to trigger the review request. Both steps are manual, both get missed when the team is busy, and the dropped handoffs add up. Connect ServiceTitan and LeadExploder via Zapier and the handoff runs automatically in both directions.

What this integration does

LeadExploder manages the marketing and intake side: AI answers calls, qualifies leads, runs follow-up sequences, and books appointments. When a lead confirms an appointment in LeadExploder, a Zap fires and creates a job in ServiceTitan with all the contact details, job type, and appointment time pre-populated. The dispatcher opens ServiceTitan and finds the queue already built without any manual entry.

The reverse direction works the same way. When a technician marks a job complete in ServiceTitan, a Zap fires back to LeadExploder: the pipeline stage updates to reflect job completion, and a review request sequence begins automatically. The review is requested at the optimal moment, immediately post-service, when the customer’s satisfaction is highest.

This integration uses Zapier as the middleware connecting the two systems. Both LeadExploder and ServiceTitan expose Zapier-compatible webhook events and API actions that Zapier maps between them. Two Zaps handle the full bidirectional flow: one from LeadExploder to ServiceTitan, one from ServiceTitan back to LeadExploder.

What you can do with ServiceTitan + LeadExploder

• Create a new ServiceTitan customer record automatically when a contact is added in LeadExploder
• Generate a ServiceTitan job when an appointment is confirmed in LeadExploder, with contact details, job type, and scheduled time pre-filled
• Trigger a review request sequence in LeadExploder when a job is marked complete in ServiceTitan
• Sync job status updates from ServiceTitan back to the LeadExploder pipeline stage for cross-system visibility
• Log completed job revenue from ServiceTitan back to the LeadExploder contact record for lifetime value tracking
• Notify the sales or marketing team via Slack when a ServiceTitan job completes above a revenue threshold

How to set this up

1. Confirm your ServiceTitan plan includes Zapier access. ServiceTitan’s Zapier integration is available on Titan and higher plan tiers. Contact your ServiceTitan account manager to verify access and get your API credentials (Tenant ID, Client ID, Client Secret) from Settings > Integrations > API Application.
2. In LeadExploder, go to Settings > Integrations > API Keys and copy your LeadExploder API key. You will need this for any outbound API calls in Zapier.
3. In Zapier, confirm you have a Professional plan or higher. ServiceTitan is a premium Zapier app requiring a paid tier, and multi-step Zaps are needed for the full workflow.
4. Create the first Zap: set the trigger to LeadExploder “Appointment Booked” (received via the outbound webhook). In Zapier, use “Webhooks by Zapier” as the trigger with the LeadExploder webhook URL configured to fire on appointment confirmation.
5. Add a ServiceTitan action: “Create Customer.” Map LeadExploder fields to ServiceTitan customer fields: first name, last name, phone, email, and address. Note the ServiceTitan customer ID returned by this step for the next action.
6. Add a second ServiceTitan action in the same Zap: “Create Job.” Connect the job to the customer created in the previous step. Map fields: job type from the LeadExploder service type custom field, scheduled start time from the appointment date and time, and job notes from any LeadExploder intake notes or AI call summary.
7. Create the second Zap for the reverse direction: set the trigger to ServiceTitan “Job Completed.” Add a Webhooks by Zapier POST action targeting the LeadExploder inbound webhook URL. Map the ServiceTitan job completion data to the LeadExploder contact record: update the pipeline stage, log a note, and trigger the review request workflow via a tag or stage change.
8. Activate both Zaps and run a test with a real contact. Create a test appointment in LeadExploder, confirm the ServiceTitan customer and job appear with correct data, then mark the test job complete in ServiceTitan and confirm the LeadExploder record updates and the review request fires.

Workflows this enables

AI-captured lead becomes a dispatched ServiceTitan job overnight

An HVAC company runs Facebook ads that route into LeadExploder. The company’s Voice AI answers after-hours calls, qualifies callers, and books appointments. Once an appointment is confirmed in LeadExploder, the Zap fires: a ServiceTitan customer record is created with the homeowner’s contact details, and a job is created with the appointment time, job type (AC repair, tune-up, installation estimate), and a notes field containing the AI intake call summary. The dispatcher opens ServiceTitan the next morning and finds a fully populated job queue. No one re-entered any information. For operations where the office staff arrive after the technicians start, this means the crew is dispatched based on jobs that were created and verified overnight by automation.

Job completion triggers a timed review request

A plumbing technician completes a water heater installation at 3:45 PM and marks the job complete in ServiceTitan. The Zap fires at 3:45 PM. LeadExploder receives the signal, waits two hours (to allow the customer time to settle in with the new equipment), and at 5:45 PM sends an SMS: “Hi [name], thanks for having us out today. If you have a minute, a quick Google review means a lot to us: [direct link].” The timing (post-job, customer still on-site and satisfied) and the channel (SMS, direct link, no navigation required) combine to produce review rates that are meaningfully higher than end-of-day or end-of-week batch requests. Companies using this workflow consistently see Google review volume increase substantially within the first 60 days compared to their previous manual approach.

Pipeline visibility across both systems without cross-training

When a ServiceTitan job moves from “Scheduled” to “In Progress” to “Complete,” a Zap updates the LeadExploder pipeline stage at each status change. The sales manager and marketing team can see where every job stands from the LeadExploder pipeline view without needing ServiceTitan access or training. This is valuable for operations where the marketing and operations teams are functionally separate: the marketing team sees the full pipeline from lead to completed job in one view, and the operations team works exclusively in ServiceTitan without maintaining a second login.

Frequently asked questions

Does this integration require a specific ServiceTitan plan?

Yes. ServiceTitan’s Zapier integration is available on Titan and higher plan tiers. It is not available on the base Starter plan. Verify with your ServiceTitan account manager that your plan includes Zapier access before building this integration. ServiceTitan also has a REST API that can be accessed directly from Make for operators on lower ServiceTitan tiers, though that path requires more technical configuration and a developer or technically capable operator to set up.

Which Zapier plan do I need?

ServiceTitan is listed as a premium app in Zapier, which requires a Zapier Professional plan or higher to access. The Professional plan also supports multi-step Zaps, which you need for the full workflow (trigger plus two ServiceTitan action steps). Budget approximately $49 to $99 per month for Zapier at the Professional tier, depending on the volume of tasks your Zaps process. Monitor your monthly task usage after going live to confirm your plan tier covers your volume before it becomes a constraint.

Can the integration sync historical job data from ServiceTitan into LeadExploder?

Not automatically. The Zapier integration captures new events going forward from the date it is activated. Historical job data from before activation is not retroactively imported. If you want to bring historical ServiceTitan customer data into LeadExploder to build a complete contact database, export a customer CSV from ServiceTitan and use LeadExploder’s bulk import feature. The Zapier integration then handles all new data from that point forward. For most operators, the combination of a one-time historical import and ongoing Zapier sync covers the full data picture within a few days of setup.

Running ServiceTitan and want to automate the marketing-to-operations handoff? Book a demo to map out the integration for your specific job types and workflow.