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How to Connect and Configure Your ServiceTitan Integration
This guide walks you through connecting Referral Factory to ServiceTitan and configuring it to automatically create bookings for referred leads, auto-qualify.
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Before You StartStep 1: Submit Your Tenant IDStep 2: Install the Referral Factory App in ServiceTitan2a. Navigate to API Application Access in ServiceTitan2b. Connect the Referral Factory App2c. Authorize Referral Factory2d. Copy Your API CredentialsStep 3: Finalize the Connection in Referral FactoryStep 4: Configure What Happens When a Lead Joins Your CampaignStep 5: Map Your FieldsStep 6: Set Up Qualification Rules (Optional)Do not qualify my referralsBooking becomes a job and reached any statusBooking becomes a jobStep 7: Configure the Referrers TabSyncing Your Existing ServiceTitan Customers as ReferrersMap FieldsMap Return FieldsConfirmFrequently Asked Questions
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