Introduction: Why Integrate with ServiceTitan?
ServiceTitan is the leading field service management platform for HVAC, plumbing, electrical, and other home service companies. But to run your business efficiently, you need more than just job scheduling and dispatching—you need your entire tech stack working together.
That’s where ServiceTitan integrations come in. By connecting ServiceTitan with CRM, accounting, marketing, and communication tools, you can automate workflows, eliminate manual entry, and improve team performance.
This guide breaks down the most popular and powerful integrations available for ServiceTitan users, including both native integrations and custom API-based solutions.
Categories of ServiceTitan Integrations
- CRM and Marketing Automation
- Accounting and Finance
- Scheduling and Communication
- Reporting and Analytics
- Payment Processing
- Custom and API Integrations
Let’s explore each in detail.
1. CRM and Marketing Integrations
HubSpot
Sync leads, contacts, and deal stages between HubSpot and ServiceTitan. Automate email marketing, trigger post-job review requests, and improve lead conversion with a fully connected sales-to-service workflow.
Salesforce
Integrate Salesforce for advanced sales pipeline management, account-based marketing, and customer lifecycle tracking that links directly to job data.
Mailchimp / Constant Contact
Trigger email campaigns based on job completion, customer type, or seasonal services. Send automatic follow-ups, promotions, and reactivation emails.
ActiveCampaign / Klaviyo
Enable behavior-based automation using customer service history, install dates, or job notes pulled from ServiceTitan into your email platform.
2. Accounting and Finance Integrations
QuickBooks Online / QuickBooks Desktop
ServiceTitan offers a built-in integration with QuickBooks to automate invoicing, payment syncing, and customer financial records. It supports job costing, GL accounts, and real-time revenue tracking.
Intacct / Sage
For growing companies with complex accounting needs, custom integrations with Intacct or Sage enable multi-entity management and advanced financial reporting.
Xero (Custom Integration)
Connect Xero via middleware like Zapier or Make to sync invoice and customer payment data between ServiceTitan and your accounting suite.
3. Scheduling, Communication, and Call Tracking
Google Calendar / Microsoft Outlook
Sync technician schedules to external calendars for visibility across platforms and devices. Helps with dispatch planning and team management.
Slack / Microsoft Teams
Set up ServiceTitan alerts for job updates, sales activity, or customer feedback directly in your team’s communication channels.
CallRail / Twilio / RingCentral
Track calls, record service inquiries, and route calls more effectively using call tracking integrations. Automatically log call data inside customer profiles.
4. Reporting and Analytics Tools
Google Data Studio / Looker Studio
Build custom reports and visual dashboards using ServiceTitan’s exported data. Monitor KPIs like job completion rates, revenue per tech, and customer lifetime value.
Power BI
Integrate with Power BI for advanced performance analytics and financial forecasting across locations and service categories.
Tableau (via API or CSV)
Connect Tableau to analyze operations, identify bottlenecks, and present real-time data to stakeholders.
5. Payment and Financing Integrations
ServiceTitan Payments (Native)
Integrated credit card and ACH processing that syncs directly with invoices. Offers on-site payments, financing options, and auto-billing.
PayPal / Stripe (via API)
Accept alternative payment methods through a connected payment gateway if ServiceTitan Payments isn’t used.
GreenSky / Wisetack
Offer customers financing at the point of sale, integrated with the job workflow and customer communication tools.
6. Custom Integrations (API-Based)
For companies with advanced requirements, ServiceTitan supports REST API integrations to sync with nearly any external platform. Use cases include:
- Custom CRMs or ERPs
- Franchise management systems
- Marketing attribution platforms
- Inventory and supply chain tools
- Customer review platforms like Podium or NiceJob
Use platforms like Zapier, Make (Integromat), or custom middleware to build tailored workflows that meet your unique operational needs.
Most Popular Middleware for ServiceTitan Integrations
- Zapier – Best for no-code, quick integrations
- Make (Integromat) – Great for advanced logic and conditional flows
- Workato – Enterprise-grade automation
- Tray.io – Ideal for complex, multi-app workflows
- AWS Lambda or Azure Functions – For developers building private integrations
Why Integration Matters
Integrating ServiceTitan with the rest of your business stack allows you to:
- Automate routine tasks and eliminate data entry errors
- Improve marketing ROI by targeting the right customers at the right time
- Accelerate lead response times and job scheduling
- Ensure accurate, real-time reporting across departments
- Boost revenue by reducing inefficiencies and human bottlenecks
Whether you're a fast-growing home service company or a multi-location enterprise, the right integrations help you scale without friction.
Final Thoughts
ServiceTitan is a powerful platform on its own, but it becomes exponentially more effective when integrated with your marketing, finance, CRM, and analytics tools.
By leveraging these integrations—either through native connectors or custom solutions—you can build a fully automated, data-driven operation that improves customer experience, reduces overhead, and drives sustainable growth.
Need help integrating ServiceTitan with your tech stack?
Proven ROI builds custom, performance-focused integrations between ServiceTitan and tools like HubSpot, QuickBooks, Salesforce, and more. Contact us today for a tailored solution built around your business goals.
