Integration

ManagedCRM.org + ServiceTitan Integration

Without a real-time sync, marketing and operations run on two different, disconnected records of the same customer — leading to manual double entry, missed follow-up on jobs that already closed, and marketing sent to customers whose status changed hours ago.

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What syncs in real time

✓Customer and job records sync bi-directionally in real time
✓Job status changes (booked, completed, cancelled) trigger the right automation instantly
✓New leads captured in ServiceTitan flow into CRM nurture sequences automatically
✓Completed jobs trigger review request and follow-up automation without manual entry

How setup works

1Discovery call to confirm your ServiceTitan configuration and data structure
2API/webhook connection established between ServiceTitan and your CRM
3Field mapping configured so job statuses, customer data, and tags sync correctly
4Sync tested end-to-end before any automation goes live

Commonly used by

HVAC →Plumbing →Electrical →

ServiceTitan is one of the most widely used field-service platforms among HVAC, plumbing, and electrical contractors — and one of the most common cases where a business has strong operational software but nothing keeping marketing and follow-up in sync with it.

What syncs in real time

Customer records, job status, and completion events flow between ServiceTitan and your managed CRM continuously — so a job marked complete in ServiceTitan can trigger a review request automatically, and a new lead captured through ServiceTitan starts a nurture sequence without anyone re-entering it by hand.

The problem this solves

Without a live sync, someone ends up manually copying data between systems, which means it’s always at least a little stale — a lead that already booked still gets a follow-up text, or a completed job never triggers a review request because nobody updated the marketing tool. Real-time sync removes that gap entirely.

Frequently asked questions

Is the sync one-way or two-way?

Two-way (bi-directional). Changes made in ServiceTitan reflect in the CRM, and relevant CRM activity (like lead status from a marketing touchpoint) can reflect back in ServiceTitan, depending on your plan and configuration.

Does this replace ServiceTitan?

No. ServiceTitan remains your operational system of record for scheduling, dispatch, and invoicing. The CRM adds the marketing, follow-up, and automation layer on top, kept in sync in real time.

How long does the integration take to set up?

Typically part of standard onboarding — a few weeks from discovery call to a tested, live sync, depending on the complexity of your existing ServiceTitan setup.