Automate Salesforce & ServiceTitan

Stop paying for mismatched spreadsheets. Sync data between Salesforce 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 ["Salesforce"]
        T1(["Closed Opportunity Legacy"])
    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 Salesforce and ServiceTitan operate independently, field technicians often miss critical updates from the CRM, such as changes in customer contact information or service history. For instance, if a sales representative updates a customer's address in Salesforce, but this change does not propagate to ServiceTitan, the technician may arrive at the wrong location, wasting time and resources. This leads to frustrated teams who must manually cross-reference records, resulting in delays and potential loss of revenue due to missed appointments.

Top Ways to Automate Salesforce & ServiceTitan

Seamless Lead Transfer: Automatically sync leads from Salesforce to ServiceTitan, ensuring that your field service teams have immediate access to the latest customer information and can act on opportunities without delay.
Real-Time Status Updates: Enable real-time updates between Salesforce and ServiceTitan, allowing sales and service teams to stay aligned on project statuses, appointments, and customer interactions, thereby enhancing communication and efficiency.
Automated Reporting: Generate comprehensive reports that pull data from both platforms, providing insights into sales performance and service metrics, helping management make informed decisions based on accurate, up-to-date information.

How to Build the Salesforce → ServiceTitan Sync

In Salesforce, set up a Standard Webhook that triggers on the 'Contact Updated' event. This webhook should send a payload containing the relevant contact fields such as 'Id', 'FirstName', 'LastName', 'Email', and 'Phone'.
Configure the webhook to point to your integration endpoint (e.g., https://your-integration-endpoint.com/salesforce/contact-updated).
On your integration endpoint, listen for incoming POST requests from Salesforce. Extract the necessary fields from the payload, specifically 'Id', 'FirstName', 'LastName', 'Email', and 'Phone'.
Format the extracted data into a JSON object that matches the ServiceTitan API requirements for contact creation or update. For example: {"contactId": "[Id]", "firstName": "[FirstName]", "lastName": "[LastName]", "email": "[Email]", "phone": "[Phone]"}.
Send a POST request to the ServiceTitan API endpoint for contact updates (e.g., https://api.servicetitan.com/v1/contacts). Include the formatted JSON object in the request body.
Handle the response from ServiceTitan to confirm that the contact was updated successfully, and log any errors for troubleshooting.

Developer Warnings & API Gotchas

Ensure that the 'Id' field from Salesforce corresponds to the 'contactId' field in ServiceTitan. If there is a mismatch in IDs, the update will fail, leading to data inconsistencies.
Be cautious of the data types; for example, Salesforce may send the phone number in a different format than ServiceTitan expects. Implement validation logic to standardize formats before sending data.
When handling the webhook response, make sure to account for possible duplicate entries in ServiceTitan, as this could result in unnecessary data clutter and confusion.

Supported API Operations

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

When this happens in Salesforce... Closed Opportunity (Legacy)

Do this in ServiceTitan Apply Tag to Customer
When this happens in Salesforce... Fetch Custom Actions

Do this in ServiceTitan Assign Technicians
When this happens in Salesforce... Get Accounts

Do this in ServiceTitan Attach Job
When this happens in Salesforce... Get Campaigns

Do this in ServiceTitan Cancel Appointment
When this happens in Salesforce... Get Contacts

Do this in ServiceTitan Create Appointment

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