ServiceTitan – Zapier Integration

Project Timeline: November 2024 – Present

Powerhouse resolved Zapier integration issues for this client, enabling seamless automated creation of customers and leads in ServiceTitan.

Client Challenges

The client’s Zapier setup frequently failed when creating leads in ServiceTitan. While customers were successfully created, the lead creation process would error out, disrupting workflows and requiring manual intervention.

PCG Solutions

Powerhouse reviewed the Zap configuration, identifying and adjusting the fields where information was sourced. These updates ensured that the data flow met ServiceTitan’s requirements. The corrected Zap was tested and successfully executed without errors, restoring reliability to their integration.

Our Approach

Integration Expertise

Leveraging our knowledge of Zapier and ServiceTItan, Powerhouse quickly identified misconfigurations in the Zap. This expertise enabled us to pinpoint and resolve the issues efficiently, ensuring the integration met the client’s needs.

Efficient Troubleshooting

PCG’s methodical review of the Zap’s setup allowed us to address the root cause of the errors. By carefully testing and refining the process, we minimized downtime and restored functionality within a short timeframe.

Seamless Automation

With the updated Zap running smoothly, the client can now rely on automated workflows to create both customers and leads in ServiceTitan. This improvement reduces manual intervention and supports operational efficiency.

Conclusion

The successful resolution of this client’s Zapier integration challenges highlights PCG’s commitment to providing fast and effective solutions. By ensuring seamless automation between Zapier and ServiceTitan, we’ve helped the client streamline their workflows and focus on delivering value to their customers.