Microsoft Outlook + ServiceTitan

Create ServiceTitan leads from new Microsoft Outlook emails matching a specific search

Instantly strengthen your sales strategy with this efficient workflow. When a new email that matches your pre-determined criteria arrives in your Microsoft Outlook, a new lead is swiftly created in your ServiceTitan account. This process promises not only precision but also speed, ensuring that no promising lead falls through the cracks, ultimately boosting your conversion rate. Make your client acquisition process more systematic and productive without lifting a finger.

Instantly strengthen your sales strategy with this efficient workflow. When a new email that matches your pre-determined criteria arrives in your Microsoft Outlook, a new lead is swiftly created in your ServiceTitan account. This process promises not only precision but also speed, ensuring that no promising lead falls through the cracks, ultimately boosting your conversion rate. Make your client acquisition process more systematic and productive without lifting a finger.

  1. When this happens...
    Microsoft OutlookMicrosoft Outlook
    New Email Matching Search

    Triggers when a new e-mail is received in your inbox that matches a search.

    TriggerScheduled
  2. automatically do this!
    ServiceTitanServiceTitan
    Create Lead

    Create Lead (EXISTING Customer/Location)

    ActionWrite
Start free with email
Start free with email
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Supported triggers and actions

    • Calendar

    • Time BeforeRequired

    • Time Before (Unit)Required

    Trigger
    Scheduled
    Try It
    • Parent FolderRequired

    • Child Folder

    Trigger
    Scheduled
    Try It
    • 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
    Try It
    • 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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