ServiceTitan integration guides

How Does the Referral Factory + ServiceTitan Integration Work?

Use ServiceTitan with Referral Factory to sync existing customers, create Bookings for new leads and qualify referrals from ServiceTitan progress.

Setup and automation

Use ServiceTitan with Referral Factory

How Do I Connect ServiceTitan to Referral Factory?

Connect ServiceTitan by submitting the Tenant ID, authorizing the Referral Factory app and entering the ServiceTitan credentials.

4 min read

How Can I Automate My Referral Program With ServiceTitan?

Automate existing-customer sync, new Booking creation and referral qualification between Referral Factory and ServiceTitan.

4 min read

How Can I Give Existing ServiceTitan Customers Their Own Referral Links?

Sync existing ServiceTitan customers into Referral Factory as referrers and generate a unique referral link for each person.

How Can I Send New Leads to ServiceTitan Automatically?

Create a ServiceTitan Booking automatically whenever a new lead joins your Referral Factory campaign.

How Can ServiceTitan Automatically Mark Leads as Converted?

Qualify a lead automatically when its ServiceTitan Booking becomes a Job or reaches a selected Job status.

Troubleshooting

Fix ServiceTitan integration problems

Why Isn’t My Referral Factory + ServiceTitan Integration Working?

Check the connection, required Booking fields, selected workflow and qualification condition when ServiceTitan data does not sync as expected.

4 min read