ServiceTitan + Pipeline CRM Integration
Every ServiceTitan customer, booking, and job lands in Pipeline CRM. Automatically.
Your crew and office run the day in ServiceTitan. Your sales pipeline lives in Pipeline CRM. Pipeline Connect carries every new customer, booking, and job from ServiceTitan into Pipeline CRM as it happens, so sales sees the opportunity without anyone re-keying it. Data moves one way, and your ServiceTitan account stays the untouched system of record for operations. No CSV exports. No double entry.
✓ No credit card required ✓ Live in 5 business days ✓ Cancel anytime
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What lands in Pipeline CRM
The ServiceTitan customer lands as a person or a company, matched on email or phone so you never get a duplicate.
Every booking or job becomes a deal, named for the work and tagged with the ServiceTitan marketing source.
The job type and summary are logged as an activity on the deal, so sales has the full context.
At a Glance
The ServiceTitan integration for Pipeline CRM is a managed, one-way connection that turns every ServiceTitan customer, booking, and job into a Pipeline CRM record automatically. A residential customer lands as a person and a commercial customer as a company (matched on email or phone, so an existing contact is updated, not duplicated), every booking or job becomes a deal named for the work, and the job type and summary are logged as an activity. The ServiceTitan marketing source rides along for clean attribution. Data flows one way, from ServiceTitan into Pipeline CRM, so your ServiceTitan account stays the untouched system of record for field operations. This is a fully managed service. Pipeline Connect builds and runs the connection for you from $99/month, with no Zapier subscription and no manual data entry. Built for home-service and trades businesses (HVAC, plumbing, and electrical) that run operations in ServiceTitan and their sales pipeline in Pipeline CRM.
Re-key every job, or none
The clearest way to see what a managed integration is worth: the busywork it deletes, next to what it makes automatic.
Doing it by hand
Every new job, every time
- Spot the new customer or booking in ServiceTitan
- Retype the name, phone, and email into Pipeline CRM
- Copy the job-site address from the location record
- Create a deal, name it for the job, set the source
- Recall which campaign or marketing source sent them
~6 minutes · duplicates · lost attribution
With Pipeline Connect
You do nothing. It’s already done
- Person or company created the moment the customer is added in ServiceTitan
- Job-site address and contact details mapped to your fields
- Deal built and named for the job, activity logged with the details
- ServiceTitan marketing source attached for clean attribution
- Ongoing monitoring and maintenance by our team
0 minutes · no duplicates · full attribution
Three steps to your first ServiceTitan record
Connect
In ServiceTitan, an admin creates a private app and generates the Client ID, Client Secret, and App Key, then shares them with our team through a secure signup form. Pipeline CRM’s team handles the connection from there.
Map
Your ServiceTitan customers, locations, bookings, and jobs are mapped to Pipeline CRM people, companies, deals, and activities. Custom field mappings on request.
Sync
New ServiceTitan events flow into Pipeline CRM within minutes of happening, one way. Live in 5 business days from signup.
What you’ll need to get started
If you already run operations in ServiceTitan, you almost certainly have everything below. Here’s how the responsibility splits between you and the Pipeline CRM team during onboarding.
You provide
- A ServiceTitan admin who can generate an API application key. This is the one prerequisite that sometimes needs a heads-up, since the permission lives with an account admin
- A ServiceTitan account with active customers, bookings, and jobs
- The Client ID, Client Secret, and App Key from a private app created in your ServiceTitan account
- ~15 minutes to submit those credentials through the secure signup form
We handle
- Building the connection to the ServiceTitan API and storing your credentials with industry-standard secrets management
- Subscribing to the ServiceTitan webhook events so new records arrive as they happen
- Field-mapping configuration, from ServiceTitan customers, locations, bookings, and jobs to your Pipeline CRM records
- End-to-end testing with a live test record before we turn the integration on
- Ongoing monitoring and maintenance. Our team monitors the connection and handles fixes
A job is created. The record is already in sales
One thing has to happen: a customer, booking, or job is created in ServiceTitan. Everything after that is work your office no longer does. Records flow one way, from ServiceTitan into Pipeline CRM, within minutes of the event, so your ServiceTitan account stays the untouched system of record.
Action
A booking, customer, or job is created in ServiceTitan
That happens in the field or the office. Nothing for sales to copy over.
Here is exactly what moves, field by field, one way from ServiceTitan into Pipeline CRM. Field mapping is set up by the Pipeline CRM team during your 5-business-day onboarding; the defaults below cover the vast majority of ServiceTitan setups, and custom mappings are available on request.
| ServiceTitan field | Maps to in Pipeline CRM | Notes |
|---|---|---|
| Customer.name | Company: Name / Person: Name | Commercial customers create a company; residential customers create a person |
| Customer.type | Person vs company routing | Residential or Commercial decides whether the record is a person or a company |
| Contact.email | Person: Email | Dedup key. Existing person is updated, not duplicated |
| Contact.phone | Person: Phone | Primary phone from the ServiceTitan customer contact |
| Location.address | Company / Person: Service Address | The job-site address from the ServiceTitan location record |
| Booking (booking created) | Deal: created and named | A new deal is created and named for the booking or job |
| Booking.campaign / Lead.source | Deal + Person: Custom Field | The ServiceTitan marketing source rides along for attribution |
| Job.jobType + summary | Activity on the deal | Job type and summary are logged as an activity |
| (generated) | Deal: Source | Literal: “ServiceTitan”. For source-of-deal attribution |
Who runs ServiceTitan into Pipeline CRM
Scenario 1: HVAC company chasing commercial replacement bids
The situation: A 40-technician HVAC company runs every call, booking, and job in ServiceTitan. Commercial replacement bids are the big-ticket sales work, but they live in a separate Pipeline CRM pipeline. An office manager re-keys each new commercial customer and booking into Pipeline CRM in Friday batches, so the sales pipeline runs a week behind the field.
With Pipeline Connect: The moment a commercial customer or booking is created in ServiceTitan, it lands in Pipeline CRM as a company and a deal, named for the job and tagged with the marketing source. The assigned rep sees the opportunity the same day, not next Friday.
Verdict: If your bids sit in ServiceTitan until someone copies them over, Pipeline Connect closes the gap for $99/month and every job shows up as a real deal.
Scenario 2: Plumbing and drain company losing track of quote follow-ups
The situation: A regional plumbing and drain company books hundreds of jobs a month in ServiceTitan. High-value repipe and sewer jobs need real sales follow-up, but they get lost in the volume because nobody creates a deal until the office has a spare moment, and by then the customer has called two competitors.
With Pipeline Connect: Every booking flows into Pipeline CRM as a deal automatically, with the job type, summary, and service address attached. Managers finally see how many high-value jobs are open and which reps are following up.
Verdict: If your best opportunities disappear into the ServiceTitan job list, Pipeline Connect makes each one a trackable deal for $99/month.
Scenario 3: Electrical contractor replacing a brittle Zapier connection
The situation: A commercial electrical contractor wired ServiceTitan to Pipeline CRM with a Zapier zap. It breaks whenever ServiceTitan changes a field or a job type, and nobody notices for days. Their Zapier subscription runs about $50/month for this one workflow, and debugging costs their ops person 2 to 3 hours each time.
With Pipeline Connect: Pipeline CRM’s team builds and maintains the connection. Our team monitors the connection and handles fixes, so nobody on your side has to troubleshoot it. Total cost: $99/month with a $0 setup fee.
Verdict: If you’re paying for Zapier and still losing jobs when it breaks, Pipeline Connect costs about $50 more per month but includes setup, monitoring, maintenance, and 4 more integrations of your choosing.
Book the job in ServiceTitan and the deal is already in Pipeline CRM. Your sales team never re-keys what the office already entered.
Two plans. Flat monthly fee. No setup costs.
ServiceTitan is part of Pipeline Connect, our managed integration add-on for Pipeline CRM. Because ServiceTitan connects through a private app that our team builds and scopes to your account, your ServiceTitan build is custom-scoped per customer, and it is included in both plans below at no extra cost. Both plans include $0 setup, custom integrations, monitoring and ongoing maintenance, and US-based live chat support. ServiceTitan counts as one of the integrations in your plan.
Pipeline Connect
Up to 5 integrations included. ServiceTitan counts as one.
- Up to 5 integrations (any type)
- Custom ServiceTitan build included, scoped per customer
- $0 setup fee
- Live in 5 business days
- Monitored and maintained for you
- US-based live chat support
- Cancel anytime, no contracts
Pipeline Connect Pro
Up to 15 integrations. Priority handling for larger stacks.
- Up to 15 integrations (any type)
- Custom ServiceTitan build included, scoped per customer
- $0 setup fee
- Live in 5 business days (priority handling)
- Monitored and maintained for you
- US-based live chat support
- Cancel anytime, no contracts
Pipeline CRM subscription required (starts at $25/user/month, billed annually). Pipeline Connect does not include the cost of your ServiceTitan subscription or any other third-party tools you connect. You bring your own subscriptions and API keys. Your ServiceTitan build is custom-scoped to your account and included in your plan, with a $0 setup fee. Prices in USD.
Want the full Pipeline Connect overview? See pricing details, the complete list of available integrations, and the integration FAQ on the Pipeline Connect page →
Frequently asked questions
Can’t find what you need? Contact our team.
How does the ServiceTitan integration work?
When a customer, booking, or job is created in ServiceTitan, our integration receives the event from ServiceTitan and creates the matching records in Pipeline CRM. A commercial customer lands as a company and a residential customer as a person (existing contacts are matched on email or phone and updated, not duplicated). The job-site address and contact details come along, the booking or job becomes a deal named for the work, and the job type and summary are logged as an activity. The ServiceTitan marketing source is attached for attribution. The whole flow happens within minutes of the event in ServiceTitan, so sales stops re-keying what the office already entered.
Which direction does the data flow?
One way, from ServiceTitan into Pipeline CRM. New customers, bookings, and jobs created in ServiceTitan appear as people, companies, deals, and activities in Pipeline CRM. The integration never writes changes back into ServiceTitan, so your ServiceTitan account stays the untouched system of record for field operations while your sales team works the opportunities in Pipeline CRM.
Can updates flow back into ServiceTitan too?
The standard integration is one-directional: ServiceTitan into Pipeline CRM only. Pushing updates the other way, from Pipeline CRM back into ServiceTitan, is possible as a custom-scoped build rather than part of the standard connection, because it requires conflict handling between two systems of record. If you want that, tell us during your sales call and we will scope it and give you a custom quote.
What do I need from ServiceTitan to connect it?
You need a ServiceTitan admin who can generate an API application key. In ServiceTitan, that admin creates a private app and generates the Client ID, Client Secret, and App Key, then shares them with our team through a secure signup form. Private apps are self-service inside your own ServiceTitan account, so there is no marketplace review or waiting on ServiceTitan to approve anything. Generating the key takes an admin a few minutes, and our team handles everything after that.
How long does setup take?
Pipeline Connect goes live in 5 business days from the moment you submit your ServiceTitan credentials through the secure signup form. You don’t configure anything yourself. Our team handles the full setup: building the connection to the ServiceTitan API, subscribing to the webhook events, mapping fields, configuring deduplication and activity logging, and end-to-end testing with a live test record. Most customers see their first ServiceTitan record flowing into Pipeline CRM within a week of signing up.
How is this different from building it myself or using Zapier?
Building it yourself or with Zapier puts the setup, maintenance, and debugging burden on you. You wire up the ServiceTitan API, you patch it when a job type or field changes, and you usually find out it broke from your reps. Pipeline Connect is fully managed for $99/month. Our team builds the integration, maps it specifically to how Pipeline CRM handles people, companies, deals, and activities, monitors it, and fixes it if it breaks. There is no Zapier subscription, no zap to maintain, and no third-party dashboard to log into. One bill from Pipeline CRM covers everything. If you already have a developer on your team and prefer to build with the ServiceTitan and Pipeline CRM APIs directly, that path is available too.
Is my data secure?
Yes. Your ServiceTitan credentials are submitted through a secure signup form and stored with industry-standard secrets management. The integration runs on isolated infrastructure per customer. Data flows directly from ServiceTitan into your Pipeline CRM account with no third-party data warehouse in between. If you want to rotate your credentials at any time, contact support through Pipeline CRM live chat and we will redeploy the integration with the new credentials.