ServiceTitan + Salesforce: Enterprise Lead & Customer Sync

Overview

Sync ServiceTitan customers, estimates, and jobs to Salesforce CRM for unified sales pipeline management across commercial and residential divisions.

What Gets Automated

1. Lead Import: New ServiceTitan estimates automatically create Salesforce leads
2. Opportunity Tracking: Large jobs ($5k+) create Salesforce opportunities with stages
3. Customer Sync: ServiceTitan customers sync to Salesforce accounts and contacts
4. Activity Logging: Completed jobs logged as Salesforce activities on customer record
5. Sales Team Collaboration: Inside sales and field teams see unified customer view
6. Pipeline Reporting: Salesforce reports show conversion rates by lead source and sales rep

Benefits

• Unified CRM for commercial and residential sales teams
• Better lead follow-up with Salesforce automation and reminders
• Track sales performance by rep, region, and service type
• Forecast revenue accurately with Salesforce pipeline reports
• Reduce duplicate data entry between systems
• Scale operations with enterprise CRM capabilities

How We Implement

1. Map ServiceTitan data fields to Salesforce objects (leads, accounts, opportunities)
2. Configure bidirectional sync rules and conflict resolution
3. Set up opportunity creation thresholds ($5k+ estimates)
4. Integrate ServiceTitan job status updates into Salesforce activities
5. Build custom Salesforce reports for leadership dashboards
6. Train sales and operations teams on unified workflow

What You Need

• ServiceTitan account with API access
• Salesforce Sales Cloud (Professional or Enterprise edition)
• Clean customer data in both systems
• Sales process documentation
• Dedicated Salesforce admin or consultant

Typical Setup Time

10-15 business days from kickoff to live integration, including data migration.

Best For

• Multi-location contractors with $10M+ revenue
• Companies with dedicated sales teams
• Mixed commercial/residential operations
• Franchise organizations needing centralized reporting

Real-World Results

Multi-location HVAC company (8 branches, $35M revenue) unified ServiceTitan and Salesforce to track commercial opportunities. Improved commercial close rate from 32% to 47% with better lead follow-up and pipeline visibility.