Use HubSpot’s dashboards and deal pipeline to attribute bookings/jobs (from ServiceTitan) back to marketing campaigns.

Most field service companies know their marketing is working. The challenge is proving how well.

Without clear data connecting booked jobs to marketing campaigns, it is impossible to measure true ROI. That disconnect ends with integration.

At Proven ROI, we build systems that connect platforms like ServiceTitan and HubSpot into one intelligent ecosystem. This integration allows you to track every booking, appointment, and completed job back to the exact campaign, ad, or keyword that created it.

The result is full-funnel visibility — from first click to finished job.

Why Attribution Matters for Service Businesses

For most service companies, marketing data lives in one system and job data lives in another. Marketing teams focus on leads and clicks, while operations track jobs, technicians, and revenue.

When those systems operate separately, businesses lose sight of which campaigns drive actual booked jobs. That gap leads to wasted ad spend, inconsistent reporting, and unclear decision making.

By integrating ServiceTitan and HubSpot, you can see:

• Which campaigns convert into real appointments
• Which sources generate the highest revenue
• How marketing spend translates directly into jobs completed

In short, attribution connects marketing effort to operational impact.

Step 1: Sync ServiceTitan Jobs to HubSpot Deals

The first step is creating a one-to-one connection between ServiceTitan jobs and HubSpot deals.

Using the ServiceTitan API or a Proven ROI custom integration, job creation events automatically sync to HubSpot. Each job becomes a new Deal record or updates an existing one in real time.

Mapped fields typically include:

• Job ID
• Customer Name
• Service Category
• Appointment Date
• Technician
• Revenue or Ticket Value
• Job Status

This ensures every ServiceTitan job appears as a measurable Deal inside HubSpot.

Step 2: Keep Marketing Attribution Intact

The foundation of true attribution is preserving source data.

When a lead is first generated through a marketing campaign, the UTM parameters, source, and campaign ID should populate in HubSpot. Proven ROI sets up hidden tracking fields that automatically capture this information when the lead converts through a form, ad, or landing page.

Once that contact books a job in ServiceTitan, the integration keeps those attribution details connected to the same contact and company record.

Now every booked job in ServiceTitan automatically inherits its marketing source from HubSpot.

Step 3: Align Deal Stages with the Job Lifecycle

To maintain clarity across both systems, your HubSpot Deal Pipeline should mirror the ServiceTitan workflow.

A common configuration includes:

1. Lead Created
2. Appointment Booked
3. Technician Dispatched
4. Job Completed
5. Job Closed (Paid or Unpaid)

This alignment gives teams a shared language. As the job moves through ServiceTitan, the corresponding HubSpot Deal updates in real time.

Sales and marketing can now view the same performance metrics without switching systems.

Step 4: Automate Data Flow Between Systems

Automation ensures accuracy and speed.

Using HubSpot workflows or a custom Proven ROI API integration, updates from ServiceTitan automatically adjust Deal Stages, amounts, and close dates inside HubSpot.

This includes syncing:

• Job completion and payment status
• Revenue or invoice amount
• Technician or department
• Customer feedback or notes

These automations keep HubSpot current, eliminate manual updates, and ensure dashboards always reflect the latest information.

Step 5: Attribute Revenue to Campaigns

With data unified, it is time to measure performance.

Inside HubSpot, use the Revenue Attribution Reporting tools to link each closed job to its originating campaign.

Key reporting views include:

• Jobs and revenue by campaign
• Conversions by marketing channel
• Average job value per source
• ROI by ad platform or keyword

Because every ServiceTitan job is now represented as a HubSpot Deal, revenue attribution becomes clear, automatic, and accurate.

Step 6: Build a Custom Marketing ROI Dashboard

Once the data is flowing, Proven ROI designs a custom dashboard inside HubSpot for real-time performance tracking.

We combine data from:

• Deals (ServiceTitan Jobs)
• Campaigns and Sources
• Contacts and Companies

The dashboard visualizes:

• Total completed jobs by campaign
• Total revenue by source
• Conversion rate from lead to booked job
• Cost per job and return on ad spend

This level of transparency allows leadership to identify which marketing efforts generate real revenue, not just clicks.

Step 7: Close the Loop for Continuous Optimization

Once ServiceTitan and HubSpot are integrated, data flows both ways.

That means marketing teams can analyze results directly in HubSpot while operations teams receive visibility into campaign performance inside ServiceTitan.

For example, ServiceTitan can show the marketing source on every new job, giving the front-line staff insight into what channels are driving business. At the same time, HubSpot can display live revenue data from ServiceTitan, allowing marketers to reallocate spend toward the highest-performing campaigns.

This continuous feedback loop drives smarter decisions and higher profitability.

Real-World Example

A national HVAC company worked with Proven ROI to connect ServiceTitan and HubSpot for the first time. Before integration, the marketing team could see leads but not revenue, and the operations team could see jobs but not campaign data.

After implementation, every ServiceTitan job synced automatically into HubSpot with its full marketing attribution history.

Within ninety days, the company achieved:

• Complete revenue visibility by campaign and ad channel
• Thirty percent increase in marketing efficiency
• Faster decision making across sales, marketing, and operations

By closing the loop, they turned marketing spend into measurable business intelligence.

Why Proven ROI Is the Right Partner

Proven ROI does not rely on third-party connectors. We build direct, in-house integrations between systems like HubSpot and ServiceTitan that deliver clean, reliable data every time.

Our team combines marketing expertise with engineering precision, ensuring that every automation and report is strategically aligned with business goals.

With Proven ROI, your marketing data and operational systems become one connected ecosystem designed to perform and scale.

Key Takeaways

• Proven ROI connects ServiceTitan and HubSpot to deliver full-funnel attribution
• Every booking and job automatically syncs as a HubSpot Deal with source data intact
• Custom dashboards reveal exactly which campaigns drive real revenue
• Automation keeps both systems aligned without manual effort
• With full attribution, marketing and operations teams make decisions based on performance, not assumptions

FAQ

1. Can HubSpot track ServiceTitan jobs automatically?
Yes. With Proven ROI’s integration, job data syncs directly from ServiceTitan into HubSpot in real time.

2. Will my marketing campaigns retain attribution data?
Yes. Our setup ensures original campaign and source data remain attached from the first touchpoint through job completion.

3. Can HubSpot report on ROI from ServiceTitan?
Absolutely. You can build custom dashboards that show booked jobs, revenue, and ROI by campaign, keyword, or ad platform.

4. Does Proven ROI build these integrations in house?
Yes. All architecture, API connections, and dashboards are designed and developed internally by our team.

5. How long does it take to connect ServiceTitan and HubSpot?
Most integrations are completed within six to eight weeks depending on data complexity and workflow requirements.

Human Strategy. Intelligent Systems. Proven ROI.
We connect your ServiceTitan jobs and HubSpot campaigns so you can finally see what drives real growth.