Integrate ServiceTitan with HubSpot to automate your work
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Select a trigger from ServiceTitan
Setup an action from HubSpot
That’s it! You just connected ServiceTitan to HubSpot
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Frequently Asked Questions about ServiceTitan + HubSpot integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with ServiceTitan and HubSpot
Can I automate contact synchronization between HubSpot and ServiceTitan?
Yes, you can automate the synchronization of contacts between HubSpot and ServiceTitan. By setting up a trigger when a new contact is created or updated in HubSpot, we can automatically create or update the corresponding contact in ServiceTitan. This ensures that your customer information is always up-to-date across both platforms.
What kind of triggers are available for integration between HubSpot and ServiceTitan?
We provide a variety of triggers including when a new deal is created in HubSpot, or when an appointment is scheduled in ServiceTitan. These triggers allow you to initiate actions such as sending follow-up emails or updating fields in either platform automatically.
Can I update deal stages in HubSpot based on updates from ServiceTitan?
Yes, you can update deal stages in HubSpot based on changes occurring within ServiceTitan. For instance, if a job is completed in ServiceTitan, we can trigger an action to move the associated deal to the next stage in HubSpot.
Is it possible to create tasks in ServiceTitan from activities logged in HubSpot?
Absolutely! You can create tasks within ServiceTitan for your field service team based on certain activities logged within HubSpot. For example, if a specific customer inquiry occurs, an associated task can be automatically created for follow-up.
How do we ensure data consistency between HubSpot and ServiceTitan during integration?
Data consistency is maintained by using checks and validations during each triggered event. Whenever data is transferred between the systems, our integration ensures that fields are accurately mapped and updated accordingly to reflect precise information across both platforms.
What actions can be automated from completed jobs in ServiceTitan?
When a job is marked as completed in ServiceTitan, you can set up automated actions such as sending out customer satisfaction surveys through HubSpot or generating invoices that include all pending charges directly into your accounting system via our integration workflows.
Are there any limitations on the types of data we can sync between the two platforms?
While most standard data types like contacts, appointments, and deals are easily synced between HubSpot and ServiceTitan, certain custom fields may require additional configuration. We recommend checking both systems' API documentation to ensure compatibility for any specialized requirements.
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Projects IDs (maximum 50)
- Customer
- Location
- Job Id
- Project Status
- Project Sub Status
- Target Completion Date Before
- Target Completion Date On Or After
- Starts Before
- Starts On Or After
- Modified Before
- Modified On Or After
Try It- Booking ProviderRequired
Try It- Customers IDs (maximum 50)
- Created before
- Created on or after
- Modified Before
- Modified On Or After
- Name
- Street
- Unit
- City
- State
- Zip
- Country
- Phone
- Active
- External data application Guid
- External data key
- External data values
- Tag Types
Try It- Projects IDs (maximum 50)
- Job Id
- Project Id
- Job Number
- Sold By
- Sold By Employee
- Active
- Appointment Status
- Total greater
- Total less
- Sold after
- Sold before
Try It
- Appointments IDs (maximum 50)
- Job Id
- Project Id
- Appointment Number
- Appointment Status
- Technician Id
- Customer
- Starts On Or After
- Starts Before
- Modified Before
- Modified On Or After
- Created on or after
- Created before
Try It- Active
- Modified On Or After
- Modified Before
Try It- Employee Ids (maximum 50)
- Name
- Active
- Created before
- Created on or after
- Modified Before
- Modified On Or After
Try It- Form IDs (maximum 50)
- Active
- Appointment Status
- Submitted On Or After
- Submitted Before
- Owner Type
Try It
