ServiceTitan HubSpot Integration: Connecting Field Service Operations to Growth

John Cronin Oct 3, 2025 2 min read

Why Contractors Need HubSpot + ServiceTitan

Service businesses — HVAC, plumbing, electrical, roofing, and more — rely heavily on ServiceTitan as their operations hub. It’s the backbone for scheduling, dispatching, invoicing, and payments.

But when it comes to marketing, lead nurturing, and ROI visibility, ServiceTitan alone falls short.

That’s where HubSpot comes in.

By integrating ServiceTitan with HubSpot, contractors get the best of both worlds:

Field service efficiency from ServiceTitan
Marketing automation, sales enablement, and customer lifecycle management from HubSpot

Together, they create a growth engine that drives more bookings, more revenue, and happier customers.

What Is the ServiceTitan + HubSpot Integration?

The integration connects ServiceTitan’s operational data (jobs, invoices, customer info) with HubSpot’s CRM and marketing automation tools.

This allows businesses to:

Sync customer and job data between systems
Automate marketing campaigns triggered by service milestones
Provide sales teams with full visibility into customer history
Build dashboards showing ROI across marketing and service operations

Key Benefits of the Integration

1. Automated Lead Nurturing

A lead enters through your website or call center.
HubSpot nurtures the lead with automated emails/SMS until they book.
ServiceTitan receives the booking directly.

2. Better Customer Retention

After a job is completed in ServiceTitan, HubSpot triggers follow-up emails, reviews requests, or maintenance reminders.
Keeps customers engaged long after the first job.

3. Unified Data

Service history from ServiceTitan flows into HubSpot.
Sales and marketing teams know exactly when to upsell, cross-sell, or follow up.

4. Revenue Attribution

HubSpot dashboards connect campaigns to booked jobs.
Owners see which marketing dollars generated service revenue.

5. Faster Sales Cycles

Sales reps know which leads are “hot” based on ServiceTitan job data + HubSpot scoring.

How the Integration Works

API Sync → Customer, invoice, and appointment data flow into HubSpot.
Workflows → HubSpot automations trigger communications (reminders, offers, reviews).
Dashboards → HubSpot reporting tracks ROI across both systems.
Custom Objects → Job and service details are stored inside HubSpot for visibility.

Section 4: Use Cases

HVAC Company

Automates seasonal tune-up reminders.
Cross-sells air quality products after job completion.

Plumbing Business

Nurtures leads who request quotes but don’t book.
Sends follow-up offers post-service to encourage referrals.

Electrical Contractor

Runs re-engagement campaigns for customers inactive for 12+ months.
Uses dashboards to prove which campaigns drive booked jobs.

Proven ROI®’s Role

Proven ROI® specializes in building custom ServiceTitan + HubSpot integrations for contractors who want to scale faster.

What We Provide:

Prebuilt workflows for booking reminders, upsells, and reviews
Industry-specific templates for HVAC, plumbing, electrical, roofing, and more
ROI dashboards for owners and executives
Ongoing support to optimize adoption and reporting

Unlike other agencies, we don’t just connect the systems — we optimize them for ROI.

Section 6: FAQ

Q: Does ServiceTitan natively integrate with HubSpot?
A: Not directly. You need a custom API integration or third-party connector — Proven ROI® builds and supports both.

Q: Will my teams have to log into two systems?
A: No. HubSpot pulls in data from ServiceTitan so sales/marketing can work in one place.

Q: Is the integration compliant?
A: Yes. All workflows can be configured to meet your industry’s compliance needs.