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I will set up servicetitan CRM automation workflows and integrations
CRM Automation an API Integration Specialist, ServiceTitan, Jobber, Fleet System
⭐⭐⭐⭐⭐ 5 Star Service for Fleet, Field Service & CRM Automation
Hi, I’m Rhema, an Automation & CRM Specialist helping businesses connect fleet management systems, field service software, and CRMs thro...
About this Gig
Are your ServiceTitan records disconnected from your CRM and other business apps?
I help service businesses connect ServiceTitan with supported CRMs, communication tools, spreadsheets, and automation platforms. From lead routing to customer data sync, Ill map your current process and confirm the available API, webhook, or connector options before starting.
Here's what my service includes:
- API integration
- CRM syncing
- Lead routing
- Customer records
- Job updates
- Status alerts
- Data mapping
- Webhook setup
- Workflow logic
- Error handling
- Duplicate checks
- Report syncing
- Field mapping
- Process notes
- Loom walkthrough
Platforms I work with:
ServiceTitan · GoHighLevel · HubSpot · Salesforce · Make.com · Zapier · Google Sheets · Microsoft Excel · Airtable · Slack · Microsoft Teams · Gmail · Outlook · QuickBooks · REST APIs · Webhooks · JSON · Pipedrive · Monday.com · Notion
I'll confirm your account access, supported integration methods, and exact workflow requirements before work begins.
SELECT A PACKAGE OR MESSAGE ME FOR A CUSTOM QUOTE.
Domain:
Business
Industry:
Construction
•
Engineering
Language:
English
•
French
•
German
FAQ
Can you integrate ServiceTitan with GoHighLevel?
I can assess the available ServiceTitan access and the required GoHighLevel connection method. If the necessary endpoints or supported connectors are available, I can map the fields, configure the workflow, and test the agreed data flow before delivery.
Can you connect ServiceTitan to HubSpot or Salesforce?
I can evaluate the available integration methods for your accounts and connect supported data flows. The scope depends on accessible fields, API permissions, record-matching rules, and whether your requirements call for a direct API connection or an automation platform.
Can you automate ServiceTitan lead routing?
Yes, when the necessary lead data and routing conditions are accessible. I can help map the rules for assigning records, sending notifications, and updating connected systems. We’ll confirm the required fields and test the agreed scenarios before delivery.
Do I need ServiceTitan API access?
API access may be necessary for direct integrations, depending on the workflow and available connectors. I’ll review your account permissions and technical options first. Any required subscription, API approval, or third-party service fee is separate unless explicitly included in the agreed scope.
Can you fix a workflow that is already running?
Yes. I can review the existing workflow, identify accessible configuration or data-mapping issues, and test a correction where possible. Please describe the error and affected systems first so I can confirm whether the issue falls within the selected package.
