SyncMatrix.
HubSpot logo + ServiceTitan logo

Automate HubSpot & ServiceTitan

Stop paying for mismatched spreadsheets. Sync data between HubSpot and ServiceTitan in real-time, so you can manage your operations without the busywork.

Get This Workflow Built
Custom API Integration
Secure Data Transfer
Done-For-You Setup

How the Data Flows

graph LR
    subgraph Source ["HubSpot"]
        T1(["All Forms List"])
    end
    
    subgraph Middleware ["Enterprise Integration Core"]
        W[CRON API
Poller] --> V{Validation
& Auth}
        V -->|Fail| DLQ[Dead Letter
Queue]
        V -->|Pass| Map[Data Mapping
& Transformation]
        Map --> Retry[Rate Limiting
& Retries]
    end
    
    subgraph Target ["ServiceTitan"]
        A1(["Apply Tag to Customer"])
    end

    T1 -->|JSON Payload| W
    Retry -->|Authenticated API POST| A1

    style Source fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
    style Target fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
    style Middleware fill:#f8fafc,stroke:#94a3b8,stroke-width:2px
    style T1 fill:#3b82f6,stroke:#fff,stroke-width:2px,color:#fff
    style W fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style V fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style Map fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style Retry fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style DLQ fill:#ef4444,stroke:#fff,stroke-width:1px,color:#fff
    style A1 fill:#e11d48,stroke:#fff,stroke-width:2px,color:#fff
When HubSpot and ServiceTitan operate in isolation, the sales team often faces delays in project initiation. For instance, when a lead converts in HubSpot, the corresponding job data, such as customer details and service requirements, may not be automatically transferred to ServiceTitan. As a result, the operations team is forced to manually input this data into ServiceTitan, leading to potential errors and wasted hours that could be spent on more productive tasks.

Top Ways to Automate HubSpot & ServiceTitan

  • Automated Lead Management: Instantly sync leads from HubSpot to ServiceTitan, ensuring field teams have real-time access to customer information and service history, enhancing communication and response times.
  • Streamlined Appointment Scheduling: Automatically update ServiceTitan schedules based on HubSpot marketing campaigns, allowing for efficient resource allocation and improved customer engagement.
  • Unified Reporting and Analytics: Generate comprehensive reports that combine data from both platforms, providing insights into customer behavior and service performance, enabling data-driven decision-making.

How to Build the HubSpot → ServiceTitan Sync

  1. In HubSpot, set up a webhook to trigger on the 'Contact Created' event. This can be done by navigating to the 'Webhooks' section in the HubSpot developer portal and creating a new webhook.
  2. Configure the webhook to send a POST request to your middleware endpoint, including the necessary contact data payload such as 'firstname', 'lastname', 'email', and 'phone'.
  3. In your middleware, listen for the incoming webhook from HubSpot. Extract the payload data and format it according to ServiceTitan's API requirements.
  4. Make a POST request to ServiceTitan's '/api/v1/customers' endpoint with the extracted data. Ensure that the JSON body includes fields like 'firstName', 'lastName', 'email', and 'phoneNumber' as per ServiceTitan's API documentation.
  5. Verify the response from ServiceTitan to ensure the customer data was successfully inserted. Log any errors for troubleshooting.

Developer Warnings & API Gotchas

  • Ensure that the 'email' field in HubSpot matches the 'email' field in ServiceTitan; otherwise, the customer may be duplicated instead of updated.
  • Be cautious with the data types; for example, ServiceTitan expects 'phoneNumber' in a specific format (e.g., including country code), which may not match HubSpot's format.
  • When handling multiple webhooks, ensure that your middleware can differentiate between different events to prevent incorrect data from being sent to ServiceTitan.

Supported API Operations

We leverage official, stable endpoints to ensure secure data transfer. No deprecated legacy routes.

  • When this happens in HubSpot... All Forms List
    Do this in ServiceTitan Apply Tag to Customer
  • When this happens in HubSpot... CRM Object Property Recently Updated
    Do this in ServiceTitan Assign Technicians
  • When this happens in HubSpot... CRM Object Recently Created
    Do this in ServiceTitan Attach Job
  • When this happens in HubSpot... CRM Object Recently Updated
    Do this in ServiceTitan Cancel Appointment
  • When this happens in HubSpot... Company Recently Created or Updated
    Do this in ServiceTitan Create Appointment

SyncMatrix Experts

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I can see you're looking at mapping HubSpot to ServiceTitan. Tell me about your current setup—what's the specific bottleneck you're trying to automate right now?