Automate ServiceTitan & Salesforce

Stop paying for mismatched spreadsheets. Sync data between ServiceTitan and Salesforce 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 ["Salesforce"]
        A1(["Add Contact to Campaign"])
    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 Salesforce operate independently, field technicians often complete jobs and update their status in ServiceTitan, but this information does not automatically reflect in Salesforce. As a result, the sales team may continue to follow up with customers who have already been serviced, leading to confusion and frustration. Additionally, manual data entry of job completion details into Salesforce consumes valuable time for administrative staff, who could be focusing on more strategic tasks.

Top Ways to Automate ServiceTitan & Salesforce

Automated Lead Management: Streamline the process of capturing leads from Salesforce directly into ServiceTitan, ensuring your field teams have immediate access to the latest customer information and service requests.
Real-Time Service Updates: Automatically sync service status updates from ServiceTitan to Salesforce, providing your sales team with up-to-date information on job completions and customer feedback, enhancing communication and follow-up strategies.
Comprehensive Reporting: Generate unified reports that combine sales data from Salesforce with service metrics from ServiceTitan, enabling you to make informed decisions based on a holistic view of your operations and customer interactions.

How to Build the ServiceTitan → Salesforce Sync

Set up a webhook in ServiceTitan to listen for job completion events. Use the endpoint: https://api.servicetitan.com/v1/webhooks/job/completed.
Configure the webhook to trigger when the job status changes to 'Completed'. The payload will include job ID, customer details, and service date.
In your application, extract the necessary fields from the webhook payload including jobId, customerName, serviceDate, and technicianId.
Use the Salesforce REST API to create a new record in the appropriate object (e.g., /services/data/vXX.X/sobjects/Job__c), mapping the extracted fields to Salesforce fields.
Ensure that the technicianId is mapped to the correct Salesforce user ID to maintain accountability.

Developer Warnings & API Gotchas

Ensure that the job ID from ServiceTitan is unique and correctly mapped to the Salesforce Job object to avoid duplicate entries.
Be cautious of data type mismatches; for example, ensure that date formats from ServiceTitan match the expected format in Salesforce.
Watch for potential null values in the payload; if a job does not have a customer name, your API call to Salesforce will fail unless handled properly.

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 Salesforce Add Contact to Campaign
When this happens in ServiceTitan... Booking Providers

Do this in Salesforce Add File to Record
When this happens in ServiceTitan... Business Units Data

Do this in Salesforce Add Lead to Campaign
When this happens in ServiceTitan... Campaigns

Do this in Salesforce Call Apex REST
When this happens in ServiceTitan... Employees Data

Do this in Salesforce Convert Lead to Contact

SyncMatrix Experts

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