Microsoft Outlook + ServiceTitan

Create ServiceTitan customers from new Microsoft Outlook contacts

Effortlessly maintain your customer database by connecting Microsoft Outlook and ServiceTitan with this seamless automation. Whenever you add a new contact in Microsoft Outlook, this workflow will create a customer in ServiceTitan, saving you time and ensuring accurate information across both platforms. Enhance your productivity and keep your customer records up-to-date with this simple yet effective workflow.

Effortlessly maintain your customer database by connecting Microsoft Outlook and ServiceTitan with this seamless automation. Whenever you add a new contact in Microsoft Outlook, this workflow will create a customer in ServiceTitan, saving you time and ensuring accurate information across both platforms. Enhance your productivity and keep your customer records up-to-date with this simple yet effective workflow.

  1. When this happens...
    Microsoft OutlookMicrosoft Outlook
    New Contact

    Triggers when a new contact is added to your account

    TriggerScheduled
  2. automatically do this!
    ServiceTitanServiceTitan
    Create Customer

    Creates a new customer

    ActionWrite
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Start free with email
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Supported triggers and actions

    • Calendar

    • Time BeforeRequired

    • Time Before (Unit)Required

    Trigger
    Scheduled
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    • Parent FolderRequired

    • Child Folder

    Trigger
    Scheduled
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    • Contact Folder

    Trigger
    Scheduled
    Try It
    • Parent Folder

    • Child Folder

    • Search termsRequired

    • Note

    Trigger
    Scheduled
    Try It
  • Microsoft Outlook triggers, actions, and search

    Cancelled Calendar Event

    Triggers when an event is cancelled.

    Trigger
    Instant
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    • Calendar

    Trigger
    Scheduled
    Try It
    • Shared Inbox

    Trigger
    Scheduled
    Try It
  • Microsoft Outlook triggers, actions, and search

    New Flagged Email

    Triggers when a new email is flagged.

    Trigger
    Scheduled
    Try It
microsoft-outlook logo
microsoft-outlook logo

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
Learn more

Related categories

  • Calendar
  • Email
  • Microsoft

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servicetitan logo

About ServiceTitan

ServiceTitan is a mobile, cloud-based software platform that helps home services companies streamline operations, improve customer service, and increase sales.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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