Introduction: Why Integrate ServiceTitan with HubSpot?
If your business uses ServiceTitan to manage field operations and HubSpot for marketing and CRM, you're already ahead of the game. But without connecting the two, you're leaving growth opportunities on the table. Manual data entry, disconnected workflows, and misaligned teams can slow down your customer experience and lead-to-job conversion rates.
Integrating ServiceTitan with HubSpot enables end-to-end automation—from lead capture to job completion and beyond. It ensures that your office, marketing, and field service teams are all working with the same data, in real time.
Whether you’re looking for a no-code solution or a custom API integration, this guide walks you through how to connect ServiceTitan and HubSpot to supercharge efficiency and maximize ROI.
Core Benefits of ServiceTitan + HubSpot Integration
- Real-time contact and job sync between systems
- Automated lead-to-job conversion workflows
- Trigger marketing campaigns based on job status
- Sales-to-service handoff automation
- Post-job review requests and upsell flows
- Unified reporting across departments
With the right integration, you can fully automate your customer lifecycle—capturing leads in HubSpot, turning them into jobs in ServiceTitan, and closing the loop with automated follow-ups.
Option 1: Zapier Integration (No-Code Setup)
Zapier is a user-friendly integration platform that allows you to create "Zaps"—automated workflows between HubSpot and ServiceTitan—without writing any code.
Common Zapier Use Cases:
- New HubSpot Contact → New Customer in ServiceTitan
- Job Completed in ServiceTitan → Update Contact in HubSpot
- Quote Approved in HubSpot → Create Job in ServiceTitan
- New Deal in HubSpot → Trigger task creation in ServiceTitan
Setup Steps:
- Create accounts in Zapier, HubSpot, and ServiceTitan (with API access).
- In Zapier, connect both apps.
- Choose your trigger (e.g., "New Contact in HubSpot").
- Choose your action (e.g., "Create Customer in ServiceTitan").
- Map fields like name, phone, email, and address.
- Test the Zap and turn it on.
Limitations:
Zapier is great for simple workflows, but it may lack advanced customization, error handling, and complex field mapping needed for enterprise-scale operations.
Option 2: Custom API Integration (Advanced Automation)
For companies that need deeper automation and full control over business logic, a custom API integration between ServiceTitan and HubSpot is the preferred approach.
What You Can Automate with a Custom Integration:
- Two-way data sync between ServiceTitan and HubSpot
- Custom field mapping across contacts, jobs, and deals
- Automated task creation for service teams when deals move in the pipeline
- Job outcome updates pushed back into HubSpot for segmentation and follow-up
- Automated upsell triggers based on equipment lifecycle or past service history
- Sales + Ops dashboards combining CRM and field performance metrics
Development Requirements:
- HubSpot developer API access
- ServiceTitan API key and access (requires permission)
- A middleware platform like AWS Lambda, Zapier Webhooks, Make (Integromat), or a private app
- A developer or certified HubSpot Solutions Partner like Proven ROI
This integration provides long-term scalability and advanced automation that’s difficult to replicate with off-the-shelf tools.
Best Practices for ServiceTitan + HubSpot Integration
- Clean your CRM data first – Remove duplicates, standardize formats, and confirm naming conventions across both platforms.
- Define your workflows clearly – Outline what events in HubSpot should trigger actions in ServiceTitan (and vice versa).
- Map fields consistently – Ensure fields like phone numbers, addresses, and service notes are properly structured for both systems.
- Use lifecycle stages – Align HubSpot lifecycle stages with ServiceTitan job statuses to track the customer journey.
- Test extensively – Run test cases before pushing your automation live to avoid data conflicts or system errors.
- Enable alerts and logging – For custom integrations, build in monitoring so you’re notified of sync failures or data mismatches.
Use Case Example: Lead to Job Workflow
Step 1: A lead fills out a form on your website, captured by HubSpot.
Step 2: HubSpot automatically creates a contact and scores the lead.
Step 3: When the lead reaches a qualified stage, a job is created in ServiceTitan via API or Zapier.
Step 4: HubSpot updates the contact’s lifecycle to “Job Scheduled.”
Step 5: Once the job is completed, ServiceTitan sends job details and outcome back to HubSpot.
Step 6: HubSpot triggers a review request email, upsell sequence, or nurture campaign.
This reduces manual input, speeds up scheduling, and keeps your entire team aligned—from marketing to dispatch.
Why Work with Proven ROI for Integration?
As a certified HubSpot Gold Solutions Partner, Proven ROI offers deep experience integrating HubSpot with complex systems like ServiceTitan, Encompass, Salesforce, and more. We’ve helped field service companies eliminate inefficiencies, increase job conversion rates, and automate their customer journey from first touch to final invoice.
Our Services Include:
- Zapier and Make (Integromat) integration setup
- Full custom API development
- HubSpot CRM and workflow configuration
- ServiceTitan API advisory and integration
- Lead scoring and sales automation
- Post-job email sequences and review automation
- Unified reporting dashboards with ROI tracking
We don’t just connect tools—we build scalable, revenue-driven systems.
Final Thoughts
Integrating ServiceTitan with HubSpot gives your business a major advantage. From faster lead response times and reduced admin work to fully automated post-job marketing, the benefits are immediate and lasting.
Whether you start with a simple Zapier setup or opt for a custom API integration, the goal is clear: unify your marketing, sales, and service workflows to drive more revenue with less effort.
Ready to connect HubSpot with ServiceTitan and start automating?
Contact Proven ROI today for a custom integration plan designed to streamline your operations and scale your business.
