Integrating Third-Party Leads with ServiceTitan: A Guide for HVAC Businesses
"We've unlocked the wonderful world of Zapier, and my mind is racing with ideas," shared an HVAC company owner recently. Like many service businesses, they were struggling to manage leads from multiple platforms:
Common Lead Sources
- Google Business Profile
- Website contact forms
- Angi (formerly Angi's List)
- Better Business Bureau (BBB)
- Thumbtack
- Networx
- Yelp
- Schedule Engine
- Home Advisor
- Facebook Leads
- Google Local Service Ads
- Third-party review sites
- Industry directories
The Challenge
"These homeowners will go and input their information to get in touch with us. What ends up happening is our team gets an email, but the reality is it's not in our software. I can't track it, report it, manage it as easily as if it was funneled through our software."
This is a common problem. When leads come through multiple channels, they end up scattered across various email inboxes, making it impossible to:
- Track response times effectively
- Generate comprehensive reports
- Monitor team performance
- Measure conversion rates
The Solution: Zapier Integration with ServiceTitan
Using Zapier automation, you can funnel all these lead sources directly into ServiceTitan's booking system. This means:
- All Leads in One Place: Everything appears in your ServiceTitan dashboard
- Better Team Efficiency: No more checking multiple platforms
- Enhanced Reporting: Track performance across all lead sources
Why Work with Experts?
"I'm novice," admitted our HVAC company owner. "I know enough to be dangerous, but not enough to be effective." After spending two weeks trying to set up one integration, she realized she needed help:
"I just don't want to waste more time trying to do this myself. I just want to be able to say, 'Here are my 5 programs.'"
Looking Forward
The benefits go beyond basic lead management. As our client noted, "Once we do that, I think I turn to the rest of my program and say, 'What else can Zapier do for me?' This seems like there's so many action steps that can link all this together."
Next Steps
Our certified Zapier experts can help you:
- Review your current lead sources
- Create and implement integrations
- Train your team on the new workflow
- Provide ongoing support
Don't let valuable leads slip through the cracks. Schedule a consultation today to streamline your lead management.
