Automate ServiceTitan & Pipedrive

Stop paying for mismatched spreadsheets. Sync data between ServiceTitan and Pipedrive 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 ["ServiceTitan"]
        T1(["Booking"])
    end
    
    subgraph Middleware ["Enterprise Integration Core"]
        W[Webhook
Listener] --> V{Validation
& Auth}
        V -->|Fail| DLQ[Dead Letter
Queue]
        V -->|Pass| Map[Data Mapping
& Transformation]
        Map --> Retry[Rate Limiting
& Retries]
    end
    
    subgraph Target ["Pipedrive"]
        A1(["Add Discount to Deal"])
    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 ServiceTitan and Pipedrive operate independently, critical customer information often gets lost during the scheduling process. For instance, when a technician completes a job in ServiceTitan, the customer’s payment status and service details must be manually entered into Pipedrive by the sales team. This manual entry not only consumes valuable time but also increases the risk of errors, leading to discrepancies in customer records and delayed follow-ups on sales opportunities. The sales team ends up spending hours each week just to keep both systems aligned, which detracts from their ability to focus on closing deals.

Top Ways to Automate ServiceTitan & Pipedrive

Automated Lead Management: Instantly sync leads from Pipedrive to ServiceTitan, ensuring that your field service teams have immediate access to the latest customer information, enabling them to respond quickly and effectively.
Real-Time Job Updates: Automatically update job statuses in Pipedrive based on actions taken in ServiceTitan, providing sales teams with up-to-date information on service progress and enhancing customer communication.
Comprehensive Reporting: Generate unified reports that combine sales data from Pipedrive and service metrics from ServiceTitan, allowing for better strategic decision-making and performance analysis across departments.

How to Build the ServiceTitan → Pipedrive Sync

In ServiceTitan, navigate to the Webhooks section and create a new webhook that listens for the 'Job Completed' event.
Configure the webhook to send a POST request to your server endpoint, e.g., https://your-server.com/api/serviceTitanToPipedrive with the following payload:
```
{ "job_id": "{{job.id}}", "customer_name": "{{customer.name}}", "payment_status": "{{payment.status}}" }
```
On your server, set up an endpoint that receives the webhook payload and extracts the 'job_id', 'customer_name', and 'payment_status'.
Use the Pipedrive API to create a new activity by sending a POST request to https://api.pipedrive.com/v1/activities?api_token=YOUR_API_TOKEN with the following JSON body:
```
{ "subject": "Follow up on job completion", "note": "Job ID: {{job_id}}, Customer: {{customer_name}}, Payment Status: {{payment_status}}" }
```
Confirm that the activity is created successfully in Pipedrive by checking the response from the API call.

Developer Warnings & API Gotchas

Ensure that the 'payment_status' field in ServiceTitan matches the expected values in Pipedrive, as discrepancies can cause failed activity creations.
Be aware of the data types when mapping fields; for example, if 'job_id' is an integer in ServiceTitan but a string in Pipedrive, this can lead to API errors.
Test the webhook thoroughly; if the server endpoint is down or unreachable, ServiceTitan will not retry sending the webhook, potentially resulting in lost data.

Supported API Operations

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

When this happens in ServiceTitan... Booking

Do this in Pipedrive Add Discount to Deal
When this happens in ServiceTitan... Booking Providers

Do this in Pipedrive Add Follower
When this happens in ServiceTitan... Business Units Data

Do this in Pipedrive Add Label to Person
When this happens in ServiceTitan... Campaigns

Do this in Pipedrive Add Product Variation
When this happens in ServiceTitan... Employees Data

Do this in Pipedrive Add Product to Deal

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