Automate Keap & ServiceTitan

Stop paying for mismatched spreadsheets. Sync data between Keap 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 ["Keap"]
        T1(["Get Affiliates"])
    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 Keap and ServiceTitan operate independently, sales teams often face delays in updating customer service appointments. For instance, if a new lead is added in Keap but not reflected in ServiceTitan, the scheduling team may waste time manually checking for updates, leading to missed appointments. This manual process not only increases the risk of human error but also results in frustrated customers and lost revenue opportunities.

Top Ways to Automate Keap & ServiceTitan

Automated Lead Transfer: Instantly sync leads from Keap to ServiceTitan, ensuring your field service team has real-time access to new customer information, reducing response times and enhancing service delivery.
Streamlined Customer Communication: Automatically update customer records in both platforms when appointments are scheduled or changed, ensuring that all teams are aligned and informed, leading to improved customer interactions.
Unified Reporting: Generate comprehensive reports that pull data from both Keap and ServiceTitan, enabling you to analyze sales and service performance in one place, facilitating better decision-making and strategic planning.

How to Build the Keap → ServiceTitan Sync

In Keap, navigate to the 'Settings' section and select 'Webhooks'. Create a new webhook that triggers on the 'Contact Created' event.
Set the webhook URL to point to your middleware service that will handle the data transformation and forwarding to ServiceTitan.
In your middleware, listen for the incoming POST request from Keap. Extract the relevant payload data, including 'firstName', 'lastName', 'email', and 'phone'.
Construct a new JSON object for ServiceTitan using the extracted data, ensuring to match the required fields for the ServiceTitan API.
Make a POST request to the ServiceTitan endpoint at '/api/v1/customers' with the constructed JSON object to insert the new customer record.
Confirm the successful insertion by checking the response from ServiceTitan and handling any errors appropriately.

Developer Warnings & API Gotchas

Ensure that the 'email' field in Keap is not empty, as ServiceTitan requires it for customer identification. If the email is missing, the POST request will fail.
Be cautious with data types; ServiceTitan expects 'phone' to be formatted as a string with no special characters. Validate the phone format before sending it to avoid API errors.
When handling the response from ServiceTitan, check for specific error codes that indicate duplicates or validation issues, and implement logic to handle these cases gracefully.

Supported API Operations

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

When this happens in Keap... Get Affiliates

Do this in ServiceTitan Apply Tag to Customer
When this happens in Keap... Get Companies

Do this in ServiceTitan Assign Technicians
When this happens in Keap... Get Contact

Do this in ServiceTitan Attach Job
When this happens in Keap... Get Custom Fields

Do this in ServiceTitan Cancel Appointment
When this happens in Keap... Get Tags

Do this in ServiceTitan Create Appointment

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